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
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

3-Year Annualized Rolling Return