Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MORGX (Morgan Stanley Mortgage Securities Trust Class IS) | NA | 7.70% | 9.64% | 4.99% | NA | NA | NA | … | … |
Data as of 09/23/2025, Common starting date is 06/18/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MORGX (Morgan Stanley Mortgage Securities Trust Class IS) | 06/18/2018 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.70 | 9.64 | 4.99 | NA | NA | NA | … | … | 6.10 | 10.08 | 10.88 | -6.26 | 2.65 | 4.12 | 6.54 | 1.52 |
| Sharpe Ratio | NA | 1.04 | 1.08 | 0.56 | NA | NA | NA | … | … | 1.40 | 1.33 | 1.12 | -1.25 | 1.23 | 0.88 | 1.89 | 0.61 |
| Standard Deviation(%) | NA | 4.10 | 5.63 | 4.92 | NA | NA | NA | … | … | 3.95 | 4.85 | 6.48 | 6.16 | 2.13 | 4.37 | 2.68 | 2.14 |
| Draw Down(%) | NA | 1.92 | 3.83 | 11.02 | NA | NA | NA | … | … | 1.91 | 2.39 | 3.83 | 10.45 | 1.10 | 9.58 | 1.62 | 1.08 |
| Yield(%) | 0.00 | 6.26 | 7.35 | 5.70 | 3.76 | 2.51 | 1.88 | … | … | 3.35 | 8.67 | 7.79 | 5.73 | 4.14 | 3.68 | 4.42 | 1.62 |
Data as of 09/23/2025, Common starting date is 06/18/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MORGX (Morgan Stanley Mortgage Securities Trust Class IS) |
-0.85%
Oct 2019 – Oct 2022 |
2.40%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MORGX (Morgan Stanley Mortgage Securities Trust Class IS) |
8.35%
Aug 2022 – Aug 2025 |
6.17%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart