Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGEIX (Morgan Stanley Inst Opportunity I) | NA | 28.32% | 21.16% | 14.34% | NA | NA | NA | … | … |
Data as of 01/14/2016, Common starting date is 05/24/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGEIX (Morgan Stanley Inst Opportunity I) | 05/24/2010 | 01/14/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 28.32 | 21.16 | 14.34 | NA | NA | NA | … | … | 0.00 | 25.77 | 3.01 | 43.74 | 9.43 | -0.46 | 26.08 |
| Sharpe Ratio | NA | 1.81 | 1.37 | 0.82 | NA | NA | NA | … | … | 0.00 | 1.62 | 0.17 | 3.34 | 0.65 | -0.02 | 2.42 |
| Standard Deviation(%) | NA | 15.64 | 15.42 | 17.47 | NA | NA | NA | … | … | NA | 15.92 | 17.14 | 13.11 | 14.48 | 24.49 | 19.00 |
| Draw Down(%) | NA | 11.28 | 12.83 | 18.64 | NA | NA | NA | … | … | 0.00 | 11.28 | 12.83 | 4.54 | 14.50 | 18.64 | 8.08 |
| Yield(%) | 0.00 | 8.52 | 8.62 | 5.68 | 3.72 | 2.48 | 1.86 | … | … | 0.00 | 8.36 | 2.07 | 13.21 | 0.00 | 0.00 | 0.00 |
Data as of 01/14/2016, Common starting date is 05/24/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGEIX (Morgan Stanley Inst Opportunity I) |
9.73%
Apr 2011 – Apr 2014 |
14.38%
Sep 2010 – Sep 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGEIX (Morgan Stanley Inst Opportunity I) |
23.78%
Oct 2012 – Oct 2015 |
18.09%
Jun 2010 – Jun 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart