Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MUAMX (Morgan Stanley Ultra-Short Municipal Income Portfolio Class A) | NA | 2.78% | 2.04% | 1.39% | NA | NA | NA | … | … |
Data as of 09/03/2024, Common starting date is 12/24/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MUAMX (Morgan Stanley Ultra-Short Municipal Income Portfolio Class A) | 12/24/2018 | 09/03/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.78 | 2.04 | 1.39 | NA | NA | NA | … | … | 0.39 | 4.26 | 1.44 | 0.06 | 0.45 | 0.58 | 0.00 |
| Sharpe Ratio | NA | -1.34 | -1.03 | -0.64 | NA | NA | NA | … | … | -5.49 | 0.01 | 0.11 | 0.10 | 0.66 | -3.49 | 0.00 |
| Standard Deviation(%) | NA | 0.85 | 0.69 | 0.58 | NA | NA | NA | … | … | 0.59 | 0.92 | 0.56 | 0.35 | 0.32 | 0.24 | NA |
| Draw Down(%) | NA | 0.32 | 0.32 | 0.32 | NA | NA | NA | … | … | 0.20 | 0.32 | 0.00 | 0.10 | 0.20 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 2.07 | 1.57 | 1.11 | 0.57 | 0.38 | 0.29 | … | … | 0.59 | 2.98 | 1.08 | 0.06 | 0.45 | 0.58 | 0.00 |
Data as of 09/03/2024, Common starting date is 12/24/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUAMX (Morgan Stanley Ultra-Short Municipal Income Portfolio Class A) |
0.36%
Jan 2019 – Jan 2022 |
1.37%
Jan 2019 – Jan 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUAMX (Morgan Stanley Ultra-Short Municipal Income Portfolio Class A) |
2.04%
Mar 2021 – Mar 2024 |
1.43%
Mar 2019 – Mar 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart