Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MULMX (Morgan Stanley Ultra-Short Municipal Income Portfolio Class IR) | NA | 2.82% | 2.12% | 1.47% | NA | NA | NA | … | … |
Data as of 09/03/2024, Common starting date is 04/11/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MULMX (Morgan Stanley Ultra-Short Municipal Income Portfolio Class IR) | 04/11/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.82 | 2.12 | 1.47 | NA | NA | NA | … | … | 0.40 | 4.36 | 1.57 | 0.09 | 0.53 | 0.68 |
| Sharpe Ratio | NA | -1.32 | -0.90 | -0.50 | NA | NA | NA | … | … | -5.73 | 0.12 | 0.32 | 1.22 | 0.80 | -1.11 |
| Standard Deviation(%) | NA | 0.83 | 0.70 | 0.57 | NA | NA | NA | … | … | 0.57 | 0.92 | 0.61 | 0.05 | 0.37 | 0.33 |
| Draw Down(%) | NA | 0.41 | 0.41 | 0.41 | NA | NA | NA | … | … | 0.20 | 0.41 | 0.10 | 0.00 | 0.20 | 0.00 |
| Yield(%) | 0.00 | 2.12 | 1.64 | 1.18 | 0.62 | 0.41 | 0.31 | … | … | 0.59 | 3.08 | 1.18 | 0.08 | 0.53 | 0.68 |
Data as of 09/03/2024, 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 |
|---|---|---|---|---|
| MULMX (Morgan Stanley Ultra-Short Municipal Income Portfolio Class IR) |
0.50%
May 2019 – May 2022 |
1.47%
Aug 2019 – Aug 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MULMX (Morgan Stanley Ultra-Short Municipal Income Portfolio Class IR) |
2.12%
Mar 2021 – Mar 2024 |
1.52%
May 2019 – May 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart