Performance analysis of Morgan Stanley (MS-P-L)
Annual Return
Over the past 3 years, MS-P-L has had an average annual return of +0.99%, underperforming the benchmark SPY, which returned +18.95% annual.
Over the past 5 years, MS-P-L has had an average annual return of -1.25%, underperforming the benchmark SPY, which returned +12.38% annual.
Since Nov 18, 2019, MS-P-L has had an average annual return of +1.34%, underperforming the benchmark SPY, which returned +15.44% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -3.54% | +3.40% | -1.92% | +20.85% | -20.96% | +3.93% | +10.88% | +1.47% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.25% | -0.15% | -3.86% | +3.84% | -3.36% | +0.03% | -2.11% | -3.54% | |||||
| 2025 | -0.62% | +3.45% | -4.29% | -3.74% | +0.92% | +1.70% | +1.36% | +2.95% | +5.40% | -2.01% | -0.95% | -0.36% | +3.40% |
| 2024 | +1.81% | -1.26% | +4.18% | -6.78% | +2.12% | +1.73% | -0.36% | +1.49% | +7.39% | -4.10% | -0.35% | -6.81% | -1.92% |
| 2023 | +18.04% | -5.62% | +2.52% | +3.65% | -4.08% | +1.88% | +1.53% | -6.07% | -4.09% | -7.25% | +12.34% | +9.62% | +20.85% |
| 2022 | -4.16% | -3.79% | -1.73% | -12.81% | +8.72% | -5.37% | +10.52% | -9.47% | +0.22% | -6.04% | +10.81% | -6.86% | -20.96% |
| 2021 | -1.32% | -2.09% | +3.24% | +0.85% | +0.26% | +5.16% | -1.53% | -0.77% | +1.20% | -0.37% | -3.90% | +3.51% | +3.93% |
| 2020 | +1% | -2.23% | -4.05% | +3.69% | -0.20% | +2.31% | +6.57% | -0% | +0.16% | +2.84% | -0.55% | +1.26% | +10.88% |
| 2019 | -0.36% | +1.84% | +1.47% |
Drawdown analysis of Morgan Stanley (MS-P-L)
The maximum drawdown for the MS-P-L was -27.06%, occurring on Mar 18, 2020. Recovery took 83 trading sessions.
The current MS-P-L drawdown is -12.51%.
Since Nov 18, 2019 MS-P-L has experienced the following drawdowns:
- 20% or more: 2 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -27.06% | Feb 11, 2020 | 25 | Mar 18, 2020 | 83 | Jul 16, 2020 | 108 |
| -26.90% | Jul 7, 2021 | 212 | May 9, 2022 | 590 | Sep 13, 2024 | 802 |
| -17.98% | Oct 16, 2024 | 148 | May 21, 2025 | Ongoing | Ongoing | Ongoing |
| -5.91% | Nov 16, 2020 | 68 | Feb 25, 2021 | 41 | Apr 26, 2021 | 109 |
| -2.93% | Apr 26, 2021 | 13 | May 13, 2021 | 12 | Jun 1, 2021 | 25 |
| -2.32% | Sep 19, 2024 | 15 | Oct 10, 2024 | 3 | Oct 15, 2024 | 18 |
| -2.10% | Jul 30, 2020 | 8 | Aug 11, 2020 | 27 | Sep 18, 2020 | 35 |
| -1.58% | Sep 22, 2020 | 2 | Sep 24, 2020 | 3 | Sep 29, 2020 | 5 |
| -1.52% | Oct 16, 2020 | 9 | Oct 29, 2020 | 5 | Nov 5, 2020 | 14 |
| -1.16% | Nov 18, 2019 | 12 | Dec 5, 2019 | 6 | Dec 13, 2019 | 18 |
| -1.15% | Jun 22, 2021 | 4 | Jun 28, 2021 | 6 | Jul 7, 2021 | 10 |
| -1.01% | Jan 21, 2020 | 4 | Jan 27, 2020 | 6 | Feb 4, 2020 | 10 |
| -0.96% | Nov 5, 2020 | 5 | Nov 12, 2020 | 2 | Nov 16, 2020 | 7 |
| -0.92% | Sep 29, 2020 | 1 | Sep 30, 2020 | 1 | Oct 1, 2020 | 2 |
| -0.64% | Oct 7, 2020 | 1 | Oct 8, 2020 | 2 | Oct 12, 2020 | 3 |
| -0.48% | Dec 26, 2019 | 3 | Dec 31, 2019 | 2 | Jan 3, 2020 | 5 |
| -0.44% | Jun 17, 2021 | 1 | Jun 18, 2021 | 2 | Jun 22, 2021 | 3 |
| -0.44% | Jul 16, 2020 | 1 | Jul 17, 2020 | 2 | Jul 21, 2020 | 3 |
| -0.30% | Oct 12, 2020 | 2 | Oct 14, 2020 | 1 | Oct 15, 2020 | 3 |
| -0.20% | Jan 3, 2020 | 1 | Jan 6, 2020 | 2 | Jan 8, 2020 | 3 |
| -0.19% | Sep 18, 2020 | 1 | Sep 21, 2020 | 1 | Sep 22, 2020 | 2 |
| -0.16% | Jan 8, 2020 | 1 | Jan 9, 2020 | 6 | Jan 17, 2020 | 7 |
| -0.16% | Jun 2, 2021 | 1 | Jun 3, 2021 | 1 | Jun 4, 2021 | 2 |
| -0.08% | Sep 17, 2024 | 1 | Sep 18, 2024 | 1 | Sep 19, 2024 | 2 |
| -0.08% | Dec 16, 2019 | 1 | Dec 17, 2019 | 1 | Dec 18, 2019 | 2 |