Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSADX (STRATEGIC INCOME PORTFOLIO CLASS A) | NA | -2.84% | -4.01% | -1.09% | NA | NA | NA | … | … |
Data as of 04/22/2022, Common starting date is 01/12/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSADX (STRATEGIC INCOME PORTFOLIO CLASS A) | 01/12/2015 | 04/22/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.84 | -4.01 | -1.09 | NA | NA | NA | … | … | -3.47 | -14.21 | 2.48 | 1.66 | 3.86 | 6.76 | 3.58 | -0.95 |
| Sharpe Ratio | NA | -1.98 | -0.44 | -0.22 | NA | NA | NA | … | … | -5.70 | -0.90 | 0.31 | 0.14 | 0.40 | 3.79 | 1.15 | -0.42 |
| Standard Deviation(%) | NA | 1.48 | 9.99 | 7.83 | NA | NA | NA | … | … | 1.96 | 15.74 | 7.14 | 1.70 | 6.34 | 1.62 | 2.93 | 2.40 |
| Draw Down(%) | NA | 4.16 | 17.17 | 17.17 | NA | NA | NA | … | … | 3.57 | 14.49 | 17.17 | 1.76 | 2.53 | 0.50 | 4.49 | 3.11 |
| Yield(%) | 0.00 | 1.63 | 2.26 | 2.49 | 1.76 | 1.18 | 0.88 | … | … | 0.27 | 1.91 | 2.84 | 2.24 | 3.63 | 1.79 | 1.77 | 3.16 |
Data as of 04/22/2022, Common starting date is 01/12/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSADX (STRATEGIC INCOME PORTFOLIO CLASS A) |
-3.82%
Mar 2019 – Mar 2022 |
-1.02%
Mar 2017 – Mar 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSADX (STRATEGIC INCOME PORTFOLIO CLASS A) |
4.98%
Feb 2016 – Feb 2019 |
3.58%
Dec 2015 – Dec 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart