Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MAADX (Morgan Stanley Institutional Fund Trust Dynamic Value Portfolio) | NA | -74.38% | -32.16% | NA | NA | NA | NA | … | … |
Data as of 07/14/2025, Common starting date is 03/22/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAADX (Morgan Stanley Institutional Fund Trust Dynamic Value Portfolio) | 03/22/2021 | 07/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.82 | -74.38 | -32.16 | NA | NA | NA | NA | … | … | 3.38 | -74.54 | 11.39 | 0.78 | 11.02 |
| Sharpe Ratio | NA | -0.53 | -0.42 | NA | NA | NA | NA | … | … | 0.14 | -0.54 | 0.39 | -0.03 | 0.84 |
| Standard Deviation(%) | NA | 145.46 | 85.53 | NA | NA | NA | NA | … | … | 24.80 | 144.13 | 19.93 | 23.54 | 17.01 |
| Draw Down(%) | NA | 81.15 | 81.15 | NA | NA | NA | NA | … | … | 18.95 | 78.15 | 20.56 | 20.22 | 9.55 |
| Yield(%) | 0.00 | 18.85 | 9.15 | 6.45 | 3.22 | 2.15 | 1.61 | … | … | 0.00 | 19.18 | 2.45 | 2.93 | 4.66 |
Data as of 07/14/2025, Common starting date is 03/22/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAADX (Morgan Stanley Institutional Fund Trust Dynamic Value Portfolio) |
-36.48%
May 2022 – May 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAADX (Morgan Stanley Institutional Fund Trust Dynamic Value Portfolio) |
11.31%
Nov 2021 – Nov 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart