Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UTLBX (Morgan Stanley Global Infrastructure B) | NA | 1.58% | 12.16% | 12.90% | 8.01% | 4.73% | NA | … | … |
Data as of 04/08/2015, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UTLBX (Morgan Stanley Global Infrastructure B) | 06/21/1996 | 04/08/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.58 | 12.16 | 12.90 | 8.01 | 4.73 | NA | … | … | -6.64 | 14.29 | 16.74 | 17.51 | 15.35 | 6.21 | 16.06 | -33.83 | 18.10 | 20.26 | 15.21 | 20.37 | 15.88 | -20.29 | -21.82 | 6.41 | 10.08 | 22.03 | 25.79 | 7.19 |
| Sharpe Ratio | NA | 0.12 | 1.04 | 0.90 | 0.37 | NA | NA | … | … | -1.19 | 1.46 | 1.62 | 1.77 | 0.83 | 0.34 | 0.64 | -0.92 | 0.90 | 1.68 | 1.01 | 1.93 | 1.17 | -0.99 | -1.59 | 0.13 | 0.57 | 1.60 | -2.78 | 1.22 |
| Standard Deviation(%) | NA | 13.53 | 11.49 | 14.26 | 19.17 | NA | NA | … | … | 19.39 | 9.78 | 10.32 | 9.97 | 18.36 | 17.94 | 25.09 | 37.69 | 16.87 | 10.17 | 12.87 | 10.04 | 13.02 | 21.59 | 15.42 | 17.59 | 11.94 | 11.67 | 10.55 | 8.65 |
| Draw Down(%) | NA | 10.06 | 10.43 | 15.71 | 52.63 | NA | NA | … | … | 8.69 | 9.27 | 10.43 | 6.23 | 13.47 | 18.58 | 28.65 | 45.20 | 11.04 | 5.44 | 11.54 | 8.79 | 14.27 | 33.18 | 24.63 | 9.17 | 7.11 | 7.14 | 7.10 | 5.28 |
| Yield(%) | 0.00 | 13.72 | 12.44 | 10.46 | 9.46 | 5.78 | 7.95 | … | … | 0.00 | 14.57 | 12.36 | 8.86 | 3.89 | 2.24 | 2.77 | 30.64 | 11.32 | 16.08 | 7.36 | 2.67 | 2.53 | 3.04 | 10.12 | 8.95 | 7.53 | 8.40 | 12.95 | 3.50 |
Data as of 04/08/2015, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTLBX (Morgan Stanley Global Infrastructure B) |
-15.58%
Mar 2000 – Mar 2003 |
-4.80%
Mar 1998 – Mar 2003 |
-0.98%
Feb 1999 – Feb 2009 |
4.63%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTLBX (Morgan Stanley Global Infrastructure B) |
24.35%
May 2004 – May 2007 |
20.47%
Feb 2009 – Feb 2014 |
10.95%
Jun 2004 – Jun 2014 |
6.55%
Apr 1997 – Apr 2012 |
Annualized Rolling Returns Comparison Chart