Performance analysis of MSD (Morgan Stanley Emerging Markets Debt Fund)
Annual Return
Over the past 3 years, MSD has had an average annual return of +15.57%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, MSD has had an average annual return of +3.91%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, MSD has had an average annual return of +5.23%, underperforming the benchmark SPY, which returned +15.45% annual.
Since Nov 1, 1999, MSD has had an average annual return of +8.57%, outperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.63% | +5.47% | +24.87% | +19.10% | -22.09% | +2.18% | +0.74% | +24.37% | -12.29% | +16.30% | +13.63% | +0.96% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +1.08% | -12.15% | +21.19% | +5.85% | +14.77% | +52.95% | -18.47% | -4.42% | +7.43% | +24.30% | +9.71% | +40.53% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +11.40% | +20.87% | +13.80% | -0.43% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.79% | +0.78% | -7.37% | +5.13% | -0.54% | -1.91% | -0.63% | ||||||
| 2025 | +4.16% | +2.74% | +0.36% | -4.97% | +0.65% | +2.86% | -3.62% | +0.94% | +0.27% | +0.27% | +0.20% | +1.84% | +5.47% |
| 2024 | +0.29% | +3.01% | +3.61% | -3.04% | +2.14% | +5.59% | +4.90% | -0.39% | +6.26% | -4.04% | +2.37% | +2.29% | +24.87% |
| 2023 | +6.42% | -5.75% | +0.55% | +0.62% | +1.08% | +1.13% | +2.18% | +1.22% | +0.67% | -4.62% | +5.49% | +9.60% | +19.10% |
| 2022 | -3.88% | -7.39% | -1.48% | -5.14% | -2.44% | -6.53% | +4.69% | -2.46% | -6.98% | -1.78% | +9.75% | +0.30% | -22.09% |
| 2021 | +0.76% | -3.86% | +1.06% | +1.56% | +2.53% | +1.40% | +2.03% | -0.84% | -2.55% | -0% | -1.43% | +1.71% | +2.18% |
| 2020 | +1.34% | -5.20% | -16.42% | -0.26% | +10.35% | +2% | +1.88% | +0.58% | -2.30% | +0.24% | +6.78% | +4.29% | +0.74% |
| 2019 | +9.36% | -0.33% | +1.68% | +0.89% | +0.33% | +3.85% | +1.61% | -2.22% | +0.65% | +1.96% | +1.71% | +2.95% | +24.37% |
| 2018 | -1.20% | -2.84% | -0.51% | -1.28% | -2.48% | -1.65% | +1.94% | -1.57% | +0.23% | -3.92% | -0.72% | +1.12% | -12.29% |
| 2017 | +2.53% | +2.25% | -0.53% | +4.50% | +2.66% | +0.18% | +2.02% | +0.40% | +0.79% | +0.10% | -1.09% | +1.52% | +16.30% |
Drawdown analysis of MSD (Morgan Stanley Emerging Markets Debt Fund)
The maximum drawdown for the MSD was -45.49%, occurring on Nov 20, 2008. Recovery took 190 trading sessions.
The current MSD drawdown is -7.39%.
Since Nov 1, 1999 MSD has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 3 times
- 20% or more: 6 times
- 10% or more: 19 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -45.49% | Dec 14, 2006 | 487 | Nov 20, 2008 | 190 | Aug 25, 2009 | 677 |
| -37.50% | Feb 20, 2020 | 19 | Mar 18, 2020 | 303 | Jun 1, 2021 | 322 |
| -33.90% | Sep 9, 2021 | 281 | Oct 20, 2022 | 426 | Jul 3, 2024 | 707 |
| -21.29% | Jan 24, 2013 | 752 | Jan 20, 2016 | 141 | Aug 10, 2016 | 893 |
| -21.28% | Jan 12, 2004 | 82 | May 10, 2004 | 134 | Nov 18, 2004 | 216 |
| -20.31% | Jun 4, 2002 | 43 | Aug 5, 2002 | 139 | Feb 24, 2003 | 182 |
| -18.63% | Feb 23, 2006 | 85 | Jun 26, 2006 | 84 | Oct 24, 2006 | 169 |
| -14.62% | Jan 2, 2018 | 245 | Dec 21, 2018 | 123 | Jun 20, 2019 | 368 |
| -14.23% | Aug 31, 2000 | 63 | Nov 30, 2000 | 30 | Jan 16, 2001 | 93 |
| -12.85% | Jun 8, 2001 | 69 | Sep 21, 2001 | 37 | Nov 13, 2001 | 106 |
| -12.84% | Apr 1, 2025 | 4 | Apr 7, 2025 | 199 | Jan 22, 2026 | 203 |
| -12.57% | Apr 26, 2010 | 8 | May 6, 2010 | 55 | Jul 26, 2010 | 63 |
| -12.21% | Mar 8, 2005 | 11 | Mar 23, 2005 | 100 | Aug 15, 2005 | 111 |
| -11.67% | Nov 5, 2010 | 27 | Dec 15, 2010 | 157 | Aug 1, 2011 | 184 |
| -11.32% | Jan 29, 2001 | 60 | Apr 25, 2001 | 31 | Jun 8, 2001 | 91 |
| -10.86% | Mar 22, 2000 | 44 | May 24, 2000 | 36 | Jul 17, 2000 | 80 |
| -10.59% | Feb 17, 2026 | 28 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -10.53% | Aug 29, 2011 | 25 | Oct 4, 2011 | 75 | Jan 23, 2012 | 100 |
| -10.16% | Sep 8, 2016 | 47 | Nov 14, 2016 | 100 | Apr 10, 2017 | 147 |
| -9.55% | Nov 16, 1999 | 28 | Dec 28, 1999 | 8 | Jan 7, 2000 | 36 |
| -9.28% | Aug 3, 2011 | 3 | Aug 8, 2011 | 15 | Aug 29, 2011 | 18 |
| -9.25% | Jun 16, 2003 | 35 | Aug 5, 2003 | 39 | Sep 30, 2003 | 74 |
| -8.56% | Oct 20, 2009 | 8 | Oct 30, 2009 | 17 | Nov 24, 2009 | 25 |
| -7.31% | Jan 12, 2010 | 17 | Feb 5, 2010 | 16 | Mar 2, 2010 | 33 |
| -6.61% | Oct 5, 2005 | 6 | Oct 13, 2005 | 41 | Dec 12, 2005 | 47 |