Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSDSX (SHORT DURATION INCOME PORTFOLIO CLASS IS) | NA | 4.37% | 0.25% | 1.70% | NA | NA | NA | … | … |
Data as of 01/08/2024, Common starting date is 01/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSDSX (SHORT DURATION INCOME PORTFOLIO CLASS IS) | 01/12/2016 | 01/08/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.13 | 4.37 | 0.25 | 1.70 | NA | NA | NA | … | … | -0.13 | 5.17 | -4.14 | 0.06 | 3.57 | 4.26 | 2.16 | 2.01 | 8.20 |
| Sharpe Ratio | NA | 0.08 | -0.80 | 0.11 | NA | NA | NA | … | … | NA | 0.37 | -2.40 | 0.03 | 1.06 | 2.75 | 1.07 | 2.01 | 2.18 |
| Standard Deviation(%) | NA | 2.49 | 2.07 | 2.18 | NA | NA | NA | … | … | NA | 2.52 | 2.31 | 1.02 | 3.13 | 1.04 | 0.79 | 0.69 | 3.77 |
| Draw Down(%) | NA | 1.42 | 6.54 | 7.33 | NA | NA | NA | … | … | NA | 1.42 | 6.00 | 0.70 | 7.33 | 0.61 | 0.12 | 0.12 | 0.34 |
| Yield(%) | 0.00 | 3.02 | 1.99 | 2.15 | 1.80 | 1.20 | 0.90 | … | … | 0.00 | 3.03 | 1.92 | 1.26 | 1.94 | 2.62 | 2.26 | 2.00 | 2.12 |
Data as of 01/08/2024, Common starting date is 01/12/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSDSX (SHORT DURATION INCOME PORTFOLIO CLASS IS) |
-0.57%
Oct 2019 – Oct 2022 |
0.84%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSDSX (SHORT DURATION INCOME PORTFOLIO CLASS IS) |
4.43%
Feb 2016 – Feb 2019 |
4.10%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart