Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MUIMX (Morgan Stanley Ultra-Short Municipal Income Portfolio Institutional Class) | NA | 3.89% | 1.72% | NA | NA | NA | NA | … | … |
Data as of 01/03/2024, Common starting date is 04/11/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MUIMX (Morgan Stanley Ultra-Short Municipal Income Portfolio Institutional Class) | 04/11/2019 | 01/03/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.89 | 1.72 | NA | NA | NA | NA | … | … | 0.00 | 3.89 | 1.35 | -0.04 | 0.54 | 0.73 |
| Sharpe Ratio | NA | -0.46 | -0.25 | NA | NA | NA | NA | … | … | 0.00 | -0.42 | -0.05 | -0.18 | 0.70 | -0.74 |
| Standard Deviation(%) | NA | 0.87 | 0.64 | NA | NA | NA | NA | … | … | NA | 0.88 | 0.57 | 0.35 | 0.44 | 0.40 |
| Draw Down(%) | NA | 0.32 | 0.32 | NA | NA | NA | NA | … | … | 0.00 | 0.32 | 0.10 | 0.10 | 0.20 | 0.10 |
| Yield(%) | 0.00 | 2.72 | 1.29 | 0.99 | 0.50 | 0.33 | 0.25 | … | … | 0.00 | 2.72 | 1.10 | 0.06 | 0.44 | 0.63 |
Data as of 01/03/2024, Common starting date is 04/11/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUIMX (Morgan Stanley Ultra-Short Municipal Income Portfolio Institutional Class) |
0.43%
May 2019 – May 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUIMX (Morgan Stanley Ultra-Short Municipal Income Portfolio Institutional Class) |
1.72%
Dec 2020 – Dec 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
