Performance analysis of Morgan Stanley (MS-P-K)
Annual Return
Over the past 3 years, MS-P-K has had an average annual return of +4.97%, underperforming the benchmark SPY, which returned +18.95% annual.
Over the past 5 years, MS-P-K has had an average annual return of +0.86%, underperforming the benchmark SPY, which returned +12.38% annual.
Since Jan 25, 2017, MS-P-K has had an average annual return of +4.79%, underperforming the benchmark SPY, which returned +14.89% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -3.38% | +7.01% | +6.56% | +11.88% | -16.11% | +5.97% | +7.44% | +23.25% | -5.12% | +13.26% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.41% | +0.85% | -4.41% | +3.55% | -1.78% | +0.65% | -2.50% | -3.38% | |||||
| 2025 | +0.13% | +2.01% | -2.99% | -4.42% | +1.32% | +3.32% | +1.80% | +2.77% | +1.53% | -0.41% | +1.47% | +0.55% | +7.01% |
| 2024 | +1.99% | +1.98% | +0.66% | -4.12% | +2.17% | +2.96% | -1.77% | +1.56% | +2% | +1.05% | -0.96% | -0.90% | +6.56% |
| 2023 | +9.30% | -0.40% | +0.40% | +0.93% | -4.48% | -0.06% | +1.91% | -0.63% | -0.90% | -5.90% | +7.42% | +4.73% | +11.88% |
| 2022 | -5.12% | -2.36% | -1.63% | -3.51% | +2.25% | -2.74% | +3.84% | -3.62% | -0.64% | -5.44% | +3.93% | -1.84% | -16.11% |
| 2021 | -0.86% | -2.94% | +3.91% | +0.42% | +1.54% | +2.92% | +0.78% | +0.37% | +0.46% | -0.57% | -3.20% | +3.27% | +5.97% |
| 2020 | +1.41% | -7.65% | -5.93% | +7.15% | +1.18% | -2.19% | +11.15% | -1.29% | -1.83% | +3% | +2.91% | +0.74% | +7.44% |
| 2019 | +4.57% | -0.31% | +2.46% | +2.70% | +0.53% | +1.06% | +4.37% | -1.70% | +2.45% | +1.32% | +0.79% | +3.03% | +23.25% |
| 2018 | -3.51% | +1.68% | -0.51% | -1.68% | +0.54% | +1.03% | +0.93% | +0.31% | -0.83% | -0.90% | -2.10% | -0.09% | -5.12% |
| 2017 | -0.32% | +2.91% | +1.19% | +2.05% | +1.06% | +3.85% | -0.22% | +0.04% | +1.60% | -1.24% | +0.11% | +1.61% | +13.26% |
Drawdown analysis of Morgan Stanley (MS-P-K)
The maximum drawdown for the MS-P-K was -36.79%, occurring on Mar 18, 2020. Recovery took 92 trading sessions.
The current MS-P-K drawdown is -4.97%.
Since Jan 25, 2017 MS-P-K 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 |
|---|---|---|---|---|---|---|
| -36.79% | Feb 14, 2020 | 22 | Mar 18, 2020 | 92 | Jul 29, 2020 | 114 |
| -19.89% | Sep 9, 2021 | 291 | Nov 3, 2022 | 462 | Sep 9, 2024 | 753 |
| -9.26% | Sep 16, 2024 | 144 | Apr 14, 2025 | 90 | Aug 22, 2025 | 234 |
| -7.76% | Dec 17, 2020 | 46 | Feb 25, 2021 | 67 | Jun 2, 2021 | 113 |
| -7.30% | Dec 29, 2017 | 247 | Dec 24, 2018 | 45 | Mar 1, 2019 | 292 |
| -4.97% | Jan 26, 2026 | 123 | Jul 23, 2026 | Ongoing | Ongoing | Ongoing |
| -4.16% | Jul 31, 2020 | 5 | Aug 7, 2020 | 41 | Oct 6, 2020 | 46 |
| -3.91% | Feb 27, 2017 | 8 | Mar 9, 2017 | 16 | Mar 31, 2017 | 24 |
| -3.52% | Sep 17, 2025 | 46 | Nov 20, 2025 | 29 | Jan 5, 2026 | 75 |
| -2.81% | Aug 2, 2019 | 20 | Aug 30, 2019 | 15 | Sep 23, 2019 | 35 |
| -2.48% | Jul 5, 2017 | 26 | Aug 10, 2017 | 30 | Sep 22, 2017 | 56 |
| -2.32% | Jul 21, 2021 | 4 | Jul 27, 2021 | 4 | Aug 2, 2021 | 8 |
| -2.17% | Sep 26, 2017 | 24 | Oct 30, 2017 | 27 | Dec 7, 2017 | 51 |
| -1.99% | Oct 27, 2020 | 2 | Oct 29, 2020 | 9 | Nov 11, 2020 | 11 |
| -1.90% | Nov 16, 2020 | 2 | Nov 18, 2020 | 10 | Dec 3, 2020 | 12 |
| -1.80% | Jun 18, 2019 | 8 | Jun 28, 2019 | 2 | Jul 2, 2019 | 10 |
| -1.71% | Sep 27, 2019 | 3 | Oct 2, 2019 | 10 | Oct 16, 2019 | 13 |
| -1.44% | Oct 28, 2019 | 8 | Nov 7, 2019 | 5 | Nov 14, 2019 | 13 |
| -1.06% | Oct 13, 2020 | 6 | Oct 21, 2020 | 4 | Oct 27, 2020 | 10 |
| -1.04% | May 16, 2017 | 2 | May 18, 2017 | 6 | May 26, 2017 | 8 |
| -1.04% | Nov 26, 2019 | 3 | Dec 2, 2019 | 7 | Dec 11, 2019 | 10 |
| -0.95% | Jun 22, 2021 | 5 | Jun 29, 2021 | 14 | Jul 20, 2021 | 19 |
| -0.94% | Feb 10, 2020 | 2 | Feb 12, 2020 | 2 | Feb 14, 2020 | 4 |
| -0.91% | Dec 7, 2017 | 6 | Dec 15, 2017 | 8 | Dec 28, 2017 | 14 |
| -0.91% | Jul 19, 2019 | 2 | Jul 23, 2019 | 1 | Jul 24, 2019 | 3 |