Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MS-PL (Morgan Stanley) | -1.89% | 6.28% | 1.17% | -0.85% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/20/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MS-PL (Morgan Stanley) | 11/20/2019 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.25 | 6.28 | 1.17 | -0.85 | NA | NA | NA | … | … | -1.89 | 3.40 | -1.90 | 20.83 | -20.98 | 3.96 | 12.13 | 1.68 |
| Sharpe Ratio | NA | 0.63 | -0.07 | -0.20 | NA | NA | NA | … | … | -0.73 | 0.05 | -0.46 | 1.01 | -1.16 | 0.53 | 0.42 | 3.75 |
| Standard Deviation(%) | NA | 9.03 | 12.33 | 14.18 | NA | NA | NA | … | … | 8.35 | 11.45 | 12.01 | 17.19 | 19.45 | 7.36 | 28.38 | 4.19 |
| Draw Down(%) | NA | 7.80 | 17.95 | 26.89 | NA | NA | NA | … | … | 5.98 | 9.26 | 13.81 | 18.38 | 25.25 | 5.80 | 27.06 | 1.16 |
| Yield(%) | 0.00 | 6.18 | 5.39 | 4.49 | 3.23 | 2.16 | 1.62 | … | … | 1.47 | 5.75 | 5.45 | 6.06 | 4.63 | 4.62 | 5.92 | 0.68 |
Data as of 06/04/2026, Common starting date is 11/20/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MS-PL (Morgan Stanley) |
-6.71%
Oct 2020 – Oct 2023 |
-0.34%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MS-PL (Morgan Stanley) |
8.62%
Oct 2022 – Oct 2025 |
2.38%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart