Performance analysis of Morgan Stanley (MS-P-F)
Annual Return
Over the past 3 years, MS-P-F has had an average annual return of +6.37%, underperforming the benchmark SPY, which returned +18.95% annual.
Over the past 5 years, MS-P-F has had an average annual return of +4.68%, underperforming the benchmark SPY, which returned +12.38% annual.
Over the past 10 years, MS-P-F has had an average annual return of +4.88%, underperforming the benchmark SPY, which returned +14.88% annual.
Since Sep 22, 2014, MS-P-F has had an average annual return of +6.18%, underperforming the benchmark SPY, which returned +13.58% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.72% | +6.77% | +7.83% | +7.18% | -3.69% | +3.31% | +7.28% | +16.15% | -3.02% | +11.61% | +3.46% | +11.15% |
| 2014 | |||||||||||
| +2.95% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.56% | +0.51% | +0.39% | +0.80% | +0.20% | +0.93% | +0.28% | +3.72% | |||||
| 2025 | +0.71% | -0.04% | +0.75% | -0.08% | +0.92% | +0.93% | +0.47% | +0.44% | +0.90% | +0.28% | +0.27% | +1.03% | +6.77% |
| 2024 | +1.20% | +0.31% | +0.76% | +0% | +0.60% | +0.84% | +0.56% | +0.32% | +1.94% | -0.24% | +0.08% | +1.22% | +7.83% |
| 2023 | +0.96% | +0.48% | -0.84% | +2.75% | -0.91% | +2.37% | +1.10% | -1.25% | +0.58% | -2.20% | +3.48% | +0.59% | +7.18% |
| 2022 | -2.13% | -0.37% | +0.43% | -2.66% | +1.39% | -0.67% | +2.14% | -3.46% | +0.42% | -0.24% | +1.39% | +0.16% | -3.69% |
| 2021 | -0.73% | -1.06% | +2.10% | -0.74% | +1.64% | +1.16% | -0.04% | -0.67% | +1.24% | +0.82% | -3.12% | +2.80% | +3.31% |
| 2020 | +1.63% | -4.14% | -5.41% | +5.30% | +0.52% | -0.52% | +7.98% | -1.71% | -2.24% | +2.91% | +1.79% | +1.72% | +7.28% |
| 2019 | +4.25% | +0.48% | +3.49% | -0.32% | +0.73% | +0.38% | +1.93% | +0.18% | +1.53% | +1.57% | +0.84% | +0.10% | +16.15% |
| 2018 | -1.33% | +0.50% | +0.92% | -1.89% | +0.25% | +0.87% | -0.11% | +2.52% | -0.82% | -2.08% | -2.43% | +0.66% | -3.02% |
| 2017 | +1.85% | +5.05% | -1.04% | +2.84% | +1.03% | +1.43% | +0.61% | -1.29% | +0.79% | -1.18% | +1.19% | -0.08% | +11.61% |
Drawdown analysis of Morgan Stanley (MS-P-F)
The maximum drawdown for the MS-P-F was -31.81%, occurring on Mar 18, 2020. Recovery took 92 trading sessions.
The current MS-P-F drawdown is -0.08%.
Since Sep 22, 2014 MS-P-F has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.81% | Feb 10, 2020 | 26 | Mar 18, 2020 | 92 | Jul 29, 2020 | 118 |
| -10.38% | Sep 7, 2016 | 67 | Dec 12, 2016 | 80 | Apr 7, 2017 | 147 |
| -8.21% | Jan 5, 2016 | 26 | Feb 11, 2016 | 55 | May 2, 2016 | 81 |
| -7.92% | Oct 25, 2021 | 145 | May 23, 2022 | 271 | Jun 22, 2023 | 416 |
| -6.25% | Aug 31, 2018 | 80 | Dec 27, 2018 | 26 | Feb 5, 2019 | 106 |
| -5.19% | Jan 20, 2021 | 25 | Feb 25, 2021 | 10 | Mar 11, 2021 | 35 |
| -4.48% | Nov 24, 2017 | 55 | Feb 14, 2018 | 138 | Aug 31, 2018 | 193 |
| -4.32% | Jul 31, 2020 | 38 | Sep 24, 2020 | 37 | Nov 16, 2020 | 75 |
| -3.94% | Jul 19, 2023 | 71 | Oct 27, 2023 | 13 | Nov 15, 2023 | 84 |
| -3.10% | Dec 16, 2020 | 16 | Jan 11, 2021 | 6 | Jan 20, 2021 | 22 |
| -3.06% | Nov 27, 2015 | 11 | Dec 14, 2015 | 9 | Dec 28, 2015 | 20 |
| -2.80% | Jun 18, 2019 | 8 | Jun 28, 2019 | 14 | Jul 19, 2019 | 22 |
| -2.40% | Jul 18, 2016 | 13 | Aug 4, 2016 | 19 | Aug 31, 2016 | 32 |
| -2.36% | Aug 1, 2017 | 63 | Oct 30, 2017 | 16 | Nov 21, 2017 | 79 |
| -2.35% | Apr 27, 2015 | 10 | May 11, 2015 | 57 | Jul 31, 2015 | 67 |
| -2.32% | Nov 27, 2019 | 6 | Dec 6, 2019 | 13 | Dec 26, 2019 | 19 |
| -2.01% | Dec 1, 2014 | 10 | Dec 15, 2014 | 11 | Dec 31, 2014 | 21 |
| -1.96% | Sep 16, 2021 | 16 | Oct 8, 2021 | 9 | Oct 21, 2021 | 25 |
| -1.92% | Jun 14, 2021 | 24 | Jul 19, 2021 | 14 | Aug 6, 2021 | 38 |
| -1.89% | Apr 5, 2019 | 25 | May 13, 2019 | 15 | Jun 4, 2019 | 40 |
| -1.87% | Jul 31, 2015 | 16 | Aug 24, 2015 | 19 | Sep 21, 2015 | 35 |
| -1.86% | Jan 3, 2020 | 3 | Jan 8, 2020 | 22 | Feb 10, 2020 | 25 |
| -1.79% | Mar 25, 2021 | 33 | May 12, 2021 | 7 | May 21, 2021 | 40 |
| -1.54% | Aug 6, 2021 | 14 | Aug 26, 2021 | 9 | Sep 9, 2021 | 23 |
| -1.53% | Apr 9, 2024 | 15 | Apr 30, 2024 | 44 | Jul 3, 2024 | 59 |