Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPOBX (MORGAN STANLEY MULTI CAP GROWTH TRUST B) | NA | 6.88% | 24.42% | 16.80% | 16.53% | 13.03% | 5.87% | … | … |
Data as of 09/25/2019, Common starting date is 07/01/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPOBX (MORGAN STANLEY MULTI CAP GROWTH TRUST B) | 07/01/1996 | 09/25/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.88 | 24.42 | 16.80 | 16.53 | 13.03 | 5.87 | … | … | 26.78 | 11.18 | 46.61 | -4.67 | 7.09 | 4.12 | 48.41 | 11.40 | -8.47 | 26.01 | 68.73 | -49.05 | 17.94 | 6.46 | 21.39 | 21.52 | 39.91 | -46.54 | -39.37 | -35.73 | 124.60 | 62.71 | 10.97 | -8.30 |
| Sharpe Ratio | NA | 0.20 | 1.15 | 0.83 | 0.83 | NA | NA | … | … | 2.06 | 0.35 | 3.81 | -0.27 | 0.41 | 0.22 | 3.42 | 0.74 | -0.33 | 1.24 | 2.31 | -1.08 | 0.75 | 0.20 | 1.42 | 1.50 | 2.06 | -1.20 | -0.79 | -0.68 | 3.34 | 1.80 | 0.30 | -0.80 |
| Standard Deviation(%) | NA | 27.19 | 20.17 | 19.36 | 19.42 | NA | NA | … | … | 17.82 | 28.01 | 12.13 | 18.16 | 17.28 | 18.52 | 14.16 | 15.42 | 25.70 | 20.88 | 29.73 | 46.22 | 19.86 | 15.73 | 13.51 | 13.70 | 19.01 | 39.54 | 53.65 | 58.10 | 36.30 | 33.04 | 24.83 | 23.95 |
| Draw Down(%) | NA | 24.50 | 24.53 | 25.46 | 25.46 | NA | NA | … | … | 6.66 | 24.53 | 4.41 | 21.05 | 14.21 | 16.93 | 4.59 | 15.60 | 21.39 | 14.31 | 17.80 | 58.43 | 12.74 | 14.58 | 10.23 | 10.55 | 11.76 | 53.27 | 61.26 | 53.03 | 19.81 | 34.63 | 29.14 | 18.36 |
| Yield(%) | 0.00 | 9.50 | 18.74 | 14.10 | 15.30 | 13.86 | 5.22 | … | … | 0.00 | 12.94 | 40.83 | 10.74 | 10.50 | 8.58 | 13.71 | 14.40 | 0.00 | 0.11 | 0.00 | 0.00 | 0.00 | 0.00 | 0.19 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 4.70 | 0.00 | 0.00 | 0.00 |
Data as of 09/25/2019, Common starting date is 07/01/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPOBX (MORGAN STANLEY MULTI CAP GROWTH TRUST B) |
-43.88%
Feb 2000 – Feb 2003 |
-21.53%
Feb 2000 – Feb 2005 |
-9.18%
Feb 2000 – Feb 2010 |
-1.09%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPOBX (MORGAN STANLEY MULTI CAP GROWTH TRUST B) |
77.02%
Mar 1997 – Mar 2000 |
29.20%
Feb 2009 – Feb 2014 |
21.54%
Feb 2009 – Feb 2019 |
14.30%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison Chart