Performance analysis of Morgan Stanley (MS-P-A)
Annual Return
Over the past 3 years, MS-P-A has had an average annual return of +2.64%, underperforming the benchmark SPY, which returned +18.95% annual.
Over the past 5 years, MS-P-A has had an average annual return of +0.55%, underperforming the benchmark SPY, which returned +12.38% annual.
Over the past 10 years, MS-P-A has had an average annual return of +4.02%, underperforming the benchmark SPY, which returned +14.88% annual.
Since Sep 22, 2014, MS-P-A has had an average annual return of +4.85%, underperforming the benchmark SPY, which returned +13.58% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.51% | -13.78% | +18.30% | +21.87% | -20.44% | +4.80% | +15.92% | +24.65% | -12.26% | +2.81% | +15.84% | +9.37% |
| 2014 | |||||||||||
| +0.82% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.70% | -2.94% | -2.93% | +2.64% | +1.29% | -2.98% | +1.07% | +1.51% | |||||
| 2025 | +0.92% | -0.58% | -3.15% | -1.75% | -1.07% | -2.26% | +2.20% | +0% | -0.24% | -2.10% | -6.01% | -0.46% | -13.78% |
| 2024 | +6.42% | -0.79% | +1.70% | -2.38% | +4.11% | +0.90% | -0.18% | -2.76% | +4.59% | +3.63% | +1.40% | +0.70% | +18.30% |
| 2023 | +13.20% | -1.86% | +0.21% | -0.72% | +2.42% | +3.81% | +0% | -0.37% | +2.86% | -5.59% | +4.31% | +2.78% | +21.87% |
| 2022 | -5.22% | -6.09% | +0.23% | -4.11% | -2.87% | -6.15% | +7.28% | -6.20% | +5.28% | -6.16% | +6.56% | -3.68% | -20.44% |
| 2021 | -1.12% | -4.05% | +3.51% | +1.77% | +1.22% | +2.38% | -0.47% | +0.16% | +0.38% | +0.64% | -1.83% | +2.36% | +4.80% |
| 2020 | +2.62% | -2.85% | -13.64% | +9.66% | +3.76% | -3.03% | +11.40% | +0.30% | +1.56% | +2.98% | +2.16% | +2.21% | +15.92% |
| 2019 | +4.90% | -1.81% | +0.36% | +4.60% | +1.38% | +0.44% | +4.86% | +2.39% | +1.16% | +1.60% | +0.27% | +2.32% | +24.65% |
| 2018 | -1.23% | -1.16% | +4.26% | -1.62% | +1.74% | +3.57% | +0.04% | +2.18% | -4.17% | -4.99% | -7.21% | -3.71% | -12.26% |
| 2017 | -1.26% | +4.10% | +0.94% | +0.76% | -0.17% | +0.68% | +0.16% | -0% | -1.62% | +0.05% | -1.39% | +0.64% | +2.81% |
Drawdown analysis of Morgan Stanley (MS-P-A)
The maximum drawdown for the MS-P-A was -31.69%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.
The current MS-P-A drawdown is -14.19%.
Since Sep 22, 2014 MS-P-A has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.69% | Feb 12, 2020 | 27 | Mar 23, 2020 | 97 | Aug 10, 2020 | 124 |
| -25.61% | Dec 30, 2021 | 114 | Jun 14, 2022 | 405 | Jan 25, 2024 | 519 |
| -22.11% | Aug 31, 2018 | 78 | Dec 24, 2018 | 233 | Nov 26, 2019 | 311 |
| -17.19% | Feb 25, 2025 | 208 | Dec 22, 2025 | Ongoing | Ongoing | Ongoing |
| -12.08% | Sep 30, 2016 | 31 | Nov 14, 2016 | 95 | Apr 3, 2017 | 126 |
| -9.62% | Jul 21, 2017 | 143 | Feb 14, 2018 | 95 | Jul 2, 2018 | 238 |
| -8.26% | Jan 8, 2016 | 23 | Feb 11, 2016 | 46 | Apr 19, 2016 | 69 |
| -7.29% | Apr 28, 2015 | 113 | Oct 7, 2015 | 59 | Dec 31, 2015 | 172 |
| -5.50% | Mar 21, 2024 | 16 | Apr 15, 2024 | 25 | May 20, 2024 | 41 |
| -5.13% | Dec 31, 2020 | 38 | Feb 26, 2021 | 33 | Apr 15, 2021 | 71 |
| -5.04% | Jul 11, 2024 | 18 | Aug 6, 2024 | 31 | Sep 19, 2024 | 49 |
| -3.24% | Feb 12, 2024 | 7 | Feb 22, 2024 | 16 | Mar 15, 2024 | 23 |
| -3.02% | Sep 16, 2020 | 6 | Sep 24, 2020 | 6 | Oct 2, 2020 | 12 |
| -2.79% | Sep 22, 2021 | 12 | Oct 8, 2021 | 19 | Nov 4, 2021 | 31 |
| -2.73% | Aug 25, 2020 | 9 | Sep 8, 2020 | 2 | Sep 10, 2020 | 11 |
| -2.44% | Sep 27, 2024 | 6 | Oct 7, 2024 | 6 | Oct 15, 2024 | 12 |
| -2.21% | Oct 27, 2020 | 2 | Oct 29, 2020 | 4 | Nov 4, 2020 | 6 |
| -2.17% | Nov 8, 2021 | 15 | Nov 30, 2021 | 21 | Dec 30, 2021 | 36 |
| -2.06% | Jun 21, 2024 | 6 | Jul 1, 2024 | 7 | Jul 11, 2024 | 13 |
| -2.04% | May 4, 2016 | 11 | May 19, 2016 | 21 | Jun 20, 2016 | 32 |
| -2.04% | Dec 6, 2024 | 23 | Jan 13, 2025 | 6 | Jan 22, 2025 | 29 |
| -2.03% | Jul 6, 2018 | 23 | Aug 8, 2018 | 16 | Aug 30, 2018 | 39 |
| -1.98% | Nov 5, 2024 | 7 | Nov 14, 2024 | 8 | Nov 26, 2024 | 15 |
| -1.96% | Jun 22, 2016 | 7 | Jul 1, 2016 | 3 | Jul 7, 2016 | 10 |
| -1.84% | May 3, 2017 | 16 | May 25, 2017 | 4 | Jun 1, 2017 | 20 |