Performance analysis of Morgan Stanley (MS-P-I)
Annual Return
Over the past 3 years, MS-P-I has had an average annual return of +6.02%, underperforming the benchmark SPY, which returned +18.95% annual.
Over the past 5 years, MS-P-I has had an average annual return of +3.42%, underperforming the benchmark SPY, which returned +12.38% annual.
Over the past 10 years, MS-P-I has had an average annual return of +4.93%, underperforming the benchmark SPY, which returned +14.88% annual.
Since Sep 24, 2014, MS-P-I has had an average annual return of +6.08%, underperforming the benchmark SPY, which returned +13.57% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.99% | +6.21% | +7.99% | +8.81% | -8.43% | +3.86% | +8.08% | +18.25% | -3.80% | +14.54% | +2.77% | +11.60% |
| 2014 | |||||||||||
| +2.91% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.08% | +0.24% | -1.47% | +2.24% | -0.04% | +0.89% | -0.92% | +1.99% | |||||
| 2025 | +0.08% | +0.44% | +0.11% | -2.33% | +1.28% | +2.49% | +0.53% | +1.12% | +0.90% | +0.48% | +0.12% | +0.90% | +6.21% |
| 2024 | +1.33% | +0.16% | +0.65% | +0.08% | +1.32% | +0.79% | +0.20% | +0.16% | +2.26% | +0.40% | -0.24% | +0.62% | +7.99% |
| 2023 | +5.36% | -0.74% | -1.35% | +2.03% | -1.71% | +0.96% | +1.96% | -0.36% | +1.09% | -5.16% | +6.04% | +0.87% | +8.81% |
| 2022 | -3.34% | -1.10% | +0.06% | -2.07% | +0.30% | -1.44% | +4.50% | -3.81% | -1.38% | -1.74% | +2.68% | -1.14% | -8.43% |
| 2021 | -1.19% | -1.97% | +3.29% | +0.11% | +1.90% | +2.04% | -1.72% | -0.53% | +1.83% | +0.24% | -2.73% | +2.72% | +3.86% |
| 2020 | +2.24% | -5.63% | -6.30% | +7.10% | +1.64% | -3.54% | +8.91% | -0.11% | -1.83% | +3.51% | +1.42% | +1.53% | +8.08% |
| 2019 | +4.16% | +0.80% | +2.21% | +1.46% | -0.93% | +1.48% | +3.88% | -0.39% | +2.11% | +0.75% | -1.06% | +2.57% | +18.25% |
| 2018 | -2.80% | +1.22% | +0.44% | -1.40% | +1.15% | +0.77% | +0% | +1.27% | -0.29% | -2.02% | -2.56% | +0.48% | -3.80% |
| 2017 | +2.95% | +5.78% | +0.15% | +0.40% | +1.11% | +3.06% | +0.94% | -1.88% | +1.66% | -1.19% | +0.64% | +0.24% | +14.54% |
Drawdown analysis of Morgan Stanley (MS-P-I)
The maximum drawdown for the MS-P-I was -34.31%, occurring on Mar 18, 2020. Recovery took 92 trading sessions.
The current MS-P-I drawdown is -1.40%.
Since Sep 24, 2014 MS-P-I 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 |
|---|---|---|---|---|---|---|
| -34.31% | Feb 10, 2020 | 26 | Mar 18, 2020 | 92 | Jul 29, 2020 | 118 |
| -11.56% | Nov 5, 2021 | 136 | May 23, 2022 | 424 | Jan 31, 2024 | 560 |
| -8.74% | Jan 4, 2016 | 27 | Feb 11, 2016 | 48 | Apr 21, 2016 | 75 |
| -8.68% | Sep 1, 2016 | 71 | Dec 13, 2016 | 50 | Feb 27, 2017 | 121 |
| -7.01% | Jul 21, 2017 | 361 | Dec 27, 2018 | 34 | Feb 15, 2019 | 395 |
| -6.12% | Dec 17, 2020 | 46 | Feb 25, 2021 | 65 | May 28, 2021 | 111 |
| -4.14% | Jul 29, 2020 | 7 | Aug 7, 2020 | 40 | Oct 5, 2020 | 47 |
| -4.05% | Feb 28, 2017 | 7 | Mar 9, 2017 | 16 | Mar 31, 2017 | 23 |
| -3.64% | Jul 7, 2021 | 65 | Oct 7, 2021 | 20 | Nov 4, 2021 | 85 |
| -3.03% | Jan 21, 2025 | 69 | Apr 30, 2025 | 36 | Jun 23, 2025 | 105 |
| -2.70% | Oct 6, 2020 | 6 | Oct 14, 2020 | 19 | Nov 10, 2020 | 25 |
| -2.15% | Dec 1, 2015 | 9 | Dec 14, 2015 | 8 | Dec 24, 2015 | 17 |
| -2.12% | Apr 16, 2019 | 31 | May 31, 2019 | 6 | Jun 10, 2019 | 37 |
| -2.09% | Oct 16, 2019 | 33 | Dec 3, 2019 | 10 | Dec 17, 2019 | 43 |
| -2.01% | Apr 28, 2015 | 9 | May 11, 2015 | 99 | Sep 30, 2015 | 108 |
| -1.70% | Mar 2, 2026 | 21 | Mar 31, 2026 | 7 | Apr 10, 2026 | 28 |
| -1.59% | Nov 28, 2014 | 12 | Dec 16, 2014 | 10 | Dec 31, 2014 | 22 |
| -1.56% | Jan 17, 2020 | 4 | Jan 24, 2020 | 4 | Jan 30, 2020 | 8 |
| -1.56% | Aug 2, 2019 | 20 | Aug 30, 2019 | 3 | Sep 5, 2019 | 23 |
| -1.54% | Jun 18, 2019 | 8 | Jun 28, 2019 | 3 | Jul 3, 2019 | 11 |
| -1.52% | Sep 11, 2019 | 2 | Sep 13, 2019 | 5 | Sep 20, 2019 | 7 |
| -1.48% | Mar 3, 2015 | 10 | Mar 17, 2015 | 5 | Mar 24, 2015 | 15 |
| -1.46% | Sep 23, 2019 | 11 | Oct 8, 2019 | 6 | Oct 16, 2019 | 17 |
| -1.43% | Mar 15, 2019 | 10 | Mar 29, 2019 | 2 | Apr 2, 2019 | 12 |
| -1.42% | Jun 22, 2016 | 3 | Jun 27, 2016 | 4 | Jul 1, 2016 | 7 |