Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MS-PA (Morgan Stanley) | 2.26% | -6.07% | 4.31% | 0.74% | 4.70% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MS-PA (Morgan Stanley) | 06/19/2012 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.56 | -6.07 | 4.31 | 0.74 | 4.70 | NA | NA | … | … | 2.26 | -13.77 | 18.25 | 21.94 | -20.40 | 4.82 | 15.97 | 24.70 | -12.21 | 2.84 | 15.89 | 9.41 | 11.74 | 1.12 | 18.82 |
| Sharpe Ratio | NA | -1.19 | 0.12 | -0.13 | 0.21 | NA | NA | … | … | 0.40 | -1.70 | 1.56 | 1.12 | -1.08 | 0.65 | 0.56 | 2.53 | -1.38 | 0.24 | 1.05 | 1.31 | 1.62 | 0.08 | 3.99 |
| Standard Deviation(%) | NA | 8.25 | 9.65 | 13.46 | 14.76 | NA | NA | … | … | 6.73 | 9.83 | 9.40 | 16.45 | 20.21 | 7.38 | 28.05 | 9.18 | 9.90 | 8.99 | 14.87 | 7.19 | 7.25 | 13.48 | 9.68 |
| Draw Down(%) | NA | 13.26 | 17.17 | 25.60 | 31.69 | NA | NA | … | … | 6.56 | 17.17 | 5.50 | 13.39 | 25.60 | 5.13 | 31.69 | 3.72 | 22.09 | 6.89 | 12.08 | 7.27 | 3.71 | 21.50 | 4.64 |
| Yield(%) | 0.00 | 5.76 | 6.91 | 5.15 | 5.57 | 6.10 | 4.57 | … | … | 1.48 | 5.47 | 7.19 | 7.94 | 4.24 | 4.12 | 4.48 | 5.32 | 4.56 | 4.41 | 4.93 | 5.10 | 5.43 | 5.22 | 4.49 |
Data as of 06/11/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MS-PA (Morgan Stanley) |
-2.24%
Mar 2017 – Mar 2020 |
0.31%
Jun 2017 – Jun 2022 |
3.76%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MS-PA (Morgan Stanley) |
14.87%
Dec 2018 – Dec 2021 |
11.33%
Jul 2012 – Jul 2017 |
7.20%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart