Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSMTX (MORGAN STANLEY MORTGAGE SECURITIES TRUST CLASS C) | NA | 6.77% | 8.12% | 3.35% | 3.25% | NA | NA | … | … |
Data as of 09/23/2025, Common starting date is 05/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSMTX (MORGAN STANLEY MORTGAGE SECURITIES TRUST CLASS C) | 05/01/2015 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.77 | 8.12 | 3.35 | 3.25 | NA | NA | … | … | 6.32 | 7.70 | 9.07 | -7.75 | 0.65 | 2.44 | 5.46 | 0.68 | 5.53 | 3.70 | -0.77 |
| Sharpe Ratio | NA | 0.93 | 0.85 | 0.25 | 0.45 | NA | NA | … | … | 1.49 | 0.89 | 0.85 | -1.56 | 0.31 | 0.50 | 1.60 | -0.31 | 2.23 | 1.54 | -0.42 |
| Standard Deviation(%) | NA | 3.97 | 5.51 | 4.77 | 3.94 | NA | NA | … | … | 3.91 | 4.59 | 6.46 | 5.90 | 2.01 | 4.35 | 2.49 | 2.28 | 2.20 | 2.27 | 2.86 |
| Draw Down(%) | NA | 1.90 | 4.60 | 12.54 | 12.54 | NA | NA | … | … | 1.90 | 2.40 | 4.60 | 11.49 | 1.45 | 9.58 | 1.60 | 1.44 | 0.95 | 2.48 | 1.74 |
| Yield(%) | 0.00 | 5.78 | 6.05 | 4.30 | 3.61 | 2.46 | 1.85 | … | … | 3.48 | 6.47 | 6.18 | 4.24 | 2.16 | 2.30 | 3.39 | 2.41 | 2.72 | 3.19 | 2.61 |
Data as of 09/23/2025, 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 |
|---|---|---|---|---|
| MSMTX (MORGAN STANLEY MORTGAGE SECURITIES TRUST CLASS C) |
-2.47%
Oct 2019 – Oct 2022 |
-0.21%
Oct 2017 – Oct 2022 |
3.17%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSMTX (MORGAN STANLEY MORTGAGE SECURITIES TRUST CLASS C) |
6.86%
Aug 2022 – Aug 2025 |
4.42%
Mar 2020 – Mar 2025 |
3.27%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart