Morgan Stanley Inst Value P (MPVAX)

Basic Info

Morgan Stanley Inst Value P started on 02/11/1997
Morgan Stanley Inst Value P is classified as asset class LARGE VALUE
Morgan Stanley Inst Value P expense ratio is -
Morgan Stanley Inst Value P rating is
Not Rated

Morgan Stanley Inst Value P (MPVAX) Dividend Info

Morgan Stanley Inst Value P (MPVAX) dividend growth in the last 12 months is 11.28%

The trailing 12-month yield of Morgan Stanley Inst Value P is 1.16%. its dividend history:

DateDividend
12/03/2010 0.064
09/16/2010 0.042
07/07/2010 0.042
04/30/2010 0.019
12/18/2009 0.031
10/02/2009 0.033
07/02/2009 0.05
04/02/2009 0.057
12/19/2008 0.12
10/02/2008 0.067
07/02/2008 0.065
04/02/2008 0.066
12/20/2007 1.179
10/02/2007 0.063
07/03/2007 0.063
04/03/2007 0.064
12/21/2006 1.904
10/03/2006 0.079
07/05/2006 0.064
04/04/2006 0.063
12/23/2005 1.459
10/04/2005 0.063
07/05/2005 0.054
04/04/2005 0.055
12/27/2004 0.07
10/04/2004 0.056
07/02/2004 0.07
04/02/2004 0.045
12/26/2003 0.057
10/02/2003 0.045
07/02/2003 0.04
04/02/2003 0.04
12/19/2002 0.04
10/10/2002 0.035
07/11/2002 0.03
12/20/2001 0.061
10/11/2001 0.035
07/12/2001 0.03
04/12/2001 0.04
12/21/2000 0.043
10/12/2000 0.03
07/13/2000 0.03
04/13/2000 0.035
12/16/1999 1.702
10/07/1999 0.04
07/08/1999 0.1
12/17/1998 2.612
10/08/1998 0.06
07/02/1998 0.09
04/02/1998 0.06
12/18/1997 1.9
10/08/1997 0.08
07/09/1997 0.06
04/09/1997 0.07

Dividend Growth History for Morgan Stanley Inst Value P (MPVAX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2010
2010 $0.167 1.22% -2.34% -
2009 $0.171 1.66% -46.23% -2.34%
2008 $0.318 2.01% -76.77% -27.53%
2007 $1.369 7.65% -35.12% -50.41%
2006 $2.11 12.21% 29.37% -46.96%
2005 $1.631 9.19% 576.76% -36.61%
2004 $0.241 1.56% 32.42% -5.93%
2003 $0.182 1.52% 73.33% -1.22%
2002 $0.105 0.69% -36.75% 5.97%
2001 $0.166 1.15% 20.29% 0.07%
2000 $0.138 1.16% -92.51% 1.93%
1999 $1.842 12.73% -34.73% -19.61%
1998 $2.822 15.74% 33.74% -20.99%
1997 $2.11 12.54% - -17.73%

Dividend Growth Chart for Morgan Stanley Inst Value P (MPVAX)

Morgan Stanley Inst Value P (MPVAX) Historical Returns And Risk Info

From 02/11/1997 to 06/07/2011, the compound annualized total return (dividend reinvested) of Morgan Stanley Inst Value P (MPVAX) is 5.877%. Its cumulative total return (dividend reinvested) is 126%.

From 02/11/1997 to 06/07/2011, the Maximum Drawdown of Morgan Stanley Inst Value P (MPVAX) is 58.8%.

From 02/11/1997 to 06/07/2011, the Sharpe Ratio of Morgan Stanley Inst Value P (MPVAX) is 0.19.

From 02/11/1997 to 06/07/2011, the Annualized Standard Deviation of Morgan Stanley Inst Value P (MPVAX) is 20.4%.

From 02/11/1997 to 06/07/2011, the Beta of Morgan Stanley Inst Value P (MPVAX) is 0.9.

Last 1 Week* 1 Yr 3 Yr 5 Yr 10 Yr Since
02/11/1997		 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997
Annualized Return(%) 0.0 29.4 6.2 3.5 4.1 5.9 6.0 16.1 38.2 -36.6 -2.4 16.7 4.6 17.6 34.4 -22.8 4.3 23.2 -3.1 -2.6 18.9
Sharpe Ratio NA 1.97 0.19 0.09 0.13 0.19 1.23 0.89 1.28 -0.91 -0.36 1.51 0.27 1.57 1.95 -0.91 0.1 0.93 -0.42 -0.35 1.3
Draw Down(%) NA 8.0 48.8 58.8 58.8 58.8 6.7 15.3 30.1 48.7 12.5 5.8 5.6 7.5 14.9 39.0 21.9 14.4 22.2 28.5 9.0
Standard Deviation(%) NA 14.8 30.9 26.0 22.1 20.4 11.7 17.9 29.9 41.3 15.1 8.9 9.1 10.7 17.3 26.3 19.2 20.5 14.8 16.9 13.8
Treynor Ratio NA 0.31 0.06 0.03 0.03 0.04 0.17 0.16 0.42 -0.4 -0.06 0.15 0.03 0.17 0.34 -0.26 0.02 0.23 -0.08 -0.07 0.25
Alpha NA 0.01 -0.01 -0.03 -0.02 -0.01 0.03 0.01 0.06 -0.02 -0.01 -0.01 -0.01 0.01 0.01 -0.02 0.06 0.06 -0.05 -0.06 0.01
Beta NA 0.95 0.94 0.93 0.94 0.9 0.83 0.98 0.92 0.93 0.87 0.88 0.81 0.96 0.99 0.92 0.89 0.83 0.77 0.82 0.72
RSquare NA 0.92 0.96 0.95 0.94 0.9 0.8 0.98 0.93 0.97 0.95 0.86 0.87 0.92 0.94 0.93 0.88 0.6 0.77 0.87 0.81
Yield(%) N/A 1.2 1.4 4.6 4.0 N/A 0.0 1.2 1.7 2.0 7.6 12.2 9.2 1.6 1.5 0.7 1.2 1.2 12.7 15.7 12.5
Dividend Growth(%) N/A 11.3 -88.5 73.4 N/A N/A -100.0 -5.9 -46.9 -76.5 -35.2 28.8 579.2 33.3 63.6 -35.3 21.4 -92.4 -34.8 33.6 N/A

Return Calculator for Morgan Stanley Inst Value P (MPVAX)

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Morgan Stanley Inst Value P (MPVAX) Historical Return Chart

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Morgan Stanley Inst Value P (MPVAX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 02/11/1997 to 06/07/2011, the worst annualized return of 3-year rolling returns for Morgan Stanley Inst Value P (MPVAX) is -15.58%.
From 02/11/1997 to 06/07/2011, the worst annualized return of 5-year rolling returns for Morgan Stanley Inst Value P (MPVAX) is -4.58%.
From 02/11/1997 to 06/07/2011, the worst annualized return of 10-year rolling returns for Morgan Stanley Inst Value P (MPVAX) is -2.09%.
From 02/11/1997 to 06/07/2011, the worst annualized return of 20-year rolling returns for Morgan Stanley Inst Value P (MPVAX) is NA.

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