Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMPCX (Morgan Stanley Special Growth C) | NA | -5.57% | 20.30% | -0.19% | 0.29% | NA | NA | … | … |
Data as of 12/09/2011, Common starting date is 11/12/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMPCX (Morgan Stanley Special Growth C) | 11/12/1998 | 12/09/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.57 | 20.30 | -0.19 | 0.29 | NA | NA | … | … | -7.96 | 23.31 | 45.42 | -40.81 | 2.06 | 10.86 | 11.64 | 18.55 | 43.40 | -51.01 | -33.93 | -38.09 | 132.53 | 24.22 |
| Sharpe Ratio | NA | -0.21 | 0.78 | -0.04 | -0.04 | NA | NA | … | … | -0.31 | 1.11 | 1.61 | -1.09 | -0.05 | 0.44 | 0.66 | 1.06 | 2.21 | -1.47 | -0.70 | -0.72 | 3.68 | 14.21 |
| Standard Deviation(%) | NA | 26.86 | 26.07 | 27.76 | 25.24 | NA | NA | … | … | 27.19 | 20.85 | 28.13 | 38.29 | 18.82 | 17.30 | 14.26 | 16.60 | 19.30 | 35.40 | 52.38 | 58.75 | 35.09 | 29.61 |
| Draw Down(%) | NA | 28.74 | 28.74 | 59.07 | 59.07 | NA | NA | … | … | 28.74 | 14.98 | 24.76 | 52.09 | 14.29 | 20.12 | 9.74 | 15.37 | 13.84 | 57.49 | 57.80 | 58.91 | 20.89 | 6.63 |
| Yield(%) | 0.00 | 2.29 | 1.41 | 0.48 | 0.25 | 1.82 | 1.37 | … | … | 2.21 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.38 | 12.81 | 0.00 |
Data as of 12/09/2011, Common starting date is 11/12/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMPCX (Morgan Stanley Special Growth C) |
-46.20%
Feb 2000 – Feb 2003 |
-22.38%
Feb 2000 – Feb 2005 |
-11.72%
Feb 2000 – Feb 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMPCX (Morgan Stanley Special Growth C) |
30.50%
Mar 2003 – Mar 2006 |
18.47%
Oct 2002 – Oct 2007 |
2.34%
Sep 2001 – Sep 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart