Performance analysis of Morgan Stanley (MS-P-E)
Annual Return
Over the past 3 years, MS-P-E has had an average annual return of +7.36%, underperforming the benchmark SPY, which returned +18.95% annual.
Over the past 5 years, MS-P-E has had an average annual return of +4.59%, underperforming the benchmark SPY, which returned +12.38% annual.
Over the past 10 years, MS-P-E has had an average annual return of +4.95%, underperforming the benchmark SPY, which returned +14.88% annual.
Since Sep 22, 2014, MS-P-E has had an average annual return of +6.11%, underperforming the benchmark SPY, which returned +13.58% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.83% | +7.43% | +7.94% | +7% | -2.64% | +0.02% | +9.62% | +15.45% | -2.95% | +9.38% | +4.46% | +10.68% |
| 2014 | |||||||||||
| +3.61% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.15% | -0.15% | +0.45% | +0.84% | +0.16% | +0.99% | +0.35% | +3.83% | |||||
| 2025 | +1.19% | -0.11% | +0.26% | +0.32% | +1.27% | +0.63% | +0.79% | +0.40% | +1.31% | +0.67% | -0.11% | +0.61% | +7.43% |
| 2024 | +1.20% | +0.16% | +1.04% | -0.08% | +0.51% | +1.18% | +0.60% | -0.15% | +1.72% | +0.08% | +0.08% | +1.36% | +7.94% |
| 2023 | +1.15% | +0.32% | +0.09% | +1.51% | -0.71% | +1.11% | +0.28% | +0.24% | +3.30% | -2.18% | +0.56% | +1.21% | +7% |
| 2022 | -2.06% | -0.18% | +0.31% | -2.02% | +1.91% | +0.15% | +0.08% | -2.59% | +1.62% | -1.92% | +1.96% | +0.22% | -2.64% |
| 2021 | -1.98% | -1.77% | +3.48% | -0.24% | +0.66% | +1.34% | -0.42% | -0.34% | +0.89% | -0.39% | -3.27% | +2.27% | +0.02% |
| 2020 | +2.94% | -5.74% | -4.10% | +3.89% | +1.80% | -2.55% | +8.32% | +0.31% | -2.77% | +4.17% | +1.36% | +2.46% | +9.62% |
| 2019 | +5.43% | +0.87% | +1.87% | -1.31% | +0.72% | +1.18% | +2.34% | -0.04% | +2.33% | +1.29% | +0.14% | -0.19% | +15.45% |
| 2018 | -1.76% | +0.77% | +2.22% | -2.49% | +1.49% | +0.38% | -0.53% | +2.53% | -0.85% | -2.92% | -1.35% | -0.30% | -2.95% |
| 2017 | +2.24% | +2.43% | +0.40% | +0.76% | +0.24% | +2.26% | +1.05% | -1.90% | +1.38% | -1.33% | +0.69% | +0.89% | +9.38% |
Drawdown analysis of Morgan Stanley (MS-P-E)
The maximum drawdown for the MS-P-E was -28.36%, occurring on Mar 18, 2020. Recovery took 112 trading sessions.
The current MS-P-E drawdown is -0.28%.
Since Sep 22, 2014 MS-P-E has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -28.36% | Feb 10, 2020 | 26 | Mar 18, 2020 | 112 | Aug 26, 2020 | 138 |
| -9.48% | Sep 6, 2016 | 49 | Nov 14, 2016 | 95 | Apr 3, 2017 | 144 |
| -8.09% | Sep 22, 2021 | 168 | May 23, 2022 | 265 | Jun 13, 2023 | 433 |
| -7.37% | Jan 5, 2016 | 26 | Feb 11, 2016 | 33 | Mar 31, 2016 | 59 |
| -7.31% | Aug 31, 2018 | 80 | Dec 27, 2018 | 20 | Jan 28, 2019 | 100 |
| -5.82% | Dec 17, 2020 | 46 | Feb 25, 2021 | 75 | Jun 14, 2021 | 121 |
| -4.23% | Aug 27, 2020 | 19 | Sep 24, 2020 | 23 | Oct 27, 2020 | 42 |
| -3.62% | Dec 11, 2017 | 37 | Feb 5, 2018 | 35 | Mar 27, 2018 | 72 |
| -3.23% | Nov 27, 2015 | 11 | Dec 14, 2015 | 8 | Dec 24, 2015 | 19 |
| -2.92% | Jun 18, 2019 | 8 | Jun 28, 2019 | 14 | Jul 19, 2019 | 22 |
| -2.88% | Apr 16, 2019 | 18 | May 13, 2019 | 18 | Jun 7, 2019 | 36 |
| -2.72% | Apr 2, 2018 | 20 | Apr 30, 2018 | 79 | Aug 21, 2018 | 99 |
| -2.72% | Sep 28, 2023 | 15 | Oct 19, 2023 | 66 | Jan 25, 2024 | 81 |
| -2.56% | Apr 2, 2015 | 99 | Aug 24, 2015 | 43 | Oct 23, 2015 | 142 |
| -2.41% | Nov 26, 2019 | 11 | Dec 12, 2019 | 13 | Jan 2, 2020 | 24 |
| -2.37% | Jun 16, 2023 | 12 | Jul 6, 2023 | 59 | Sep 28, 2023 | 71 |
| -2.14% | Jul 31, 2017 | 64 | Oct 30, 2017 | 18 | Nov 24, 2017 | 82 |
| -1.83% | Aug 8, 2016 | 7 | Aug 17, 2016 | 13 | Sep 6, 2016 | 20 |
| -1.69% | Jul 7, 2021 | 15 | Jul 28, 2021 | 39 | Sep 22, 2021 | 54 |
| -1.65% | Jun 21, 2016 | 4 | Jun 27, 2016 | 13 | Jul 15, 2016 | 17 |
| -1.59% | Nov 24, 2017 | 3 | Nov 29, 2017 | 8 | Dec 11, 2017 | 11 |
| -1.56% | Apr 5, 2024 | 17 | Apr 30, 2024 | 41 | Jun 28, 2024 | 58 |
| -1.56% | Aug 14, 2019 | 12 | Aug 30, 2019 | 7 | Sep 11, 2019 | 19 |
| -1.53% | Oct 17, 2019 | 2 | Oct 21, 2019 | 26 | Nov 26, 2019 | 28 |
| -1.44% | Oct 27, 2025 | 10 | Nov 10, 2025 | 36 | Jan 2, 2026 | 46 |