Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MSCMX (MORGAN STANLEY MULTI CAP GROWTH TRUST CLASS C) 1.05% 8.99% 26.72% -0.80% 16.15% NA NA
Data as of 06/03/2026, Common starting date is 05/01/2015
More Performance Analytics Comparison
Name Start Date End Date
MSCMX (MORGAN STANLEY MULTI CAP GROWTH TRUST CLASS C) 05/01/2015 06/03/2026
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
Annualized Return (%) 1.70 8.99 26.72 -0.80 16.15 NA NA 1.05 21.94 45.38 51.34 -60.61 -7.64 114.21 32.74 11.03 47.45 -4.52 1.41
Sharpe Ratio NA 0.42 0.92 -0.07 0.44 NA NA 0.28 0.57 1.51 1.50 -1.01 -0.23 2.85 1.38 0.35 3.86 -0.26 0.11
Standard Deviation(%) NA 28.64 30.71 39.29 33.85 NA NA 32.09 34.32 27.59 32.03 61.84 32.90 39.81 22.66 28.02 12.18 18.18 18.45
Draw Down(%) NA 28.67 31.49 70.55 71.30 NA NA 21.44 31.49 13.85 23.85 62.20 28.05 33.95 17.64 24.70 4.40 21.02 14.19
Yield(%) 0.00 0.00 0.81 7.34 17.90 11.03 8.27 0.00 0.00 2.14 0.00 23.51 18.62 25.99 13.45 12.91 40.76 10.73 9.90
Data as of 06/03/2026, Common starting date is 05/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MSCMX (MORGAN STANLEY MULTI CAP GROWTH TRUST CLASS C) -21.40%
Jun 2021 – Jun 2024
-4.86%
Feb 2021 – Feb 2026
14.57%
Mar 2016 – Mar 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MSCMX (MORGAN STANLEY MULTI CAP GROWTH TRUST CLASS C) 47.54%
Nov 2017 – Nov 2020
41.50%
Feb 2016 – Feb 2021
17.51%
Sep 2015 – Sep 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return