Performance analysis of Morgan Stanley (MS-P-P)
Annual Return
Over the past 3 years, MS-P-P has had an average annual return of +5.06%, underperforming the benchmark SPY, which returned +18.95% annual.
Since Jul 28, 2022, MS-P-P has had an average annual return of +5.35%, underperforming the benchmark SPY, which returned +17.74% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.04% | +5.49% | +4.53% | +10.38% | +0.09% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.04% | +1.38% | -2.07% | +1.61% | -0.24% | +1.53% | -1.07% | +1.04% | |||||
| 2025 | -0.04% | -0.23% | +0.03% | -0.63% | +1.95% | +2.18% | -0.50% | -0.31% | +1.51% | +0.43% | +0.82% | +0.21% | +5.49% |
| 2024 | +1.87% | -1.99% | +2.24% | -3.87% | +1.54% | +3.22% | -1.54% | +0.12% | +4.93% | -1.85% | -0.03% | +0.14% | +4.53% |
| 2023 | +3.14% | -1.85% | +0.94% | +2.95% | -0.08% | +0.95% | +0.34% | -0.57% | -1.37% | -1.91% | +4.62% | +3.01% | +10.38% |
| 2022 | +0.35% | +0.15% | -2.42% | -1.35% | +1.77% | +1.66% | +0.09% |
Drawdown analysis of Morgan Stanley (MS-P-P)
The maximum drawdown for the MS-P-P was -6.37%, occurring on Oct 19, 2023. Recovery took 30 trading sessions.
The current MS-P-P drawdown is -1.39%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -6.37% | Jul 3, 2023 | 76 | Oct 19, 2023 | 30 | Dec 1, 2023 | 106 |
| -6.37% | Aug 15, 2022 | 47 | Oct 20, 2022 | 61 | Jan 19, 2023 | 108 |
| -5.28% | Feb 2, 2023 | 30 | Mar 17, 2023 | 21 | Apr 18, 2023 | 51 |
| -4.17% | Mar 27, 2024 | 23 | Apr 30, 2024 | 41 | Jun 28, 2024 | 64 |
| -3.79% | Oct 16, 2024 | 59 | Jan 13, 2025 | 111 | Jun 24, 2025 | 170 |
| -3.31% | Jul 16, 2024 | 14 | Aug 5, 2024 | 27 | Sep 12, 2024 | 41 |
| -2.86% | Apr 21, 2023 | 9 | May 4, 2023 | 20 | Jun 2, 2023 | 29 |
| -2.47% | Feb 1, 2024 | 30 | Mar 15, 2024 | 8 | Mar 27, 2024 | 38 |
| -2.42% | Jun 6, 2023 | 8 | Jun 16, 2023 | 10 | Jul 3, 2023 | 18 |
| -2.41% | Mar 4, 2026 | 19 | Mar 31, 2026 | 61 | Jun 29, 2026 | 80 |
| -2.08% | Jul 10, 2025 | 16 | Aug 1, 2025 | 44 | Oct 3, 2025 | 60 |
| -1.46% | Dec 27, 2023 | 9 | Jan 10, 2024 | 10 | Jan 25, 2024 | 19 |
| -1.40% | Oct 23, 2025 | 11 | Nov 7, 2025 | 12 | Nov 25, 2025 | 23 |
| -1.39% | Jul 1, 2026 | 15 | Jul 23, 2026 | Ongoing | Ongoing | Ongoing |
| -1.25% | Dec 14, 2023 | 2 | Dec 18, 2023 | 6 | Dec 27, 2023 | 8 |
| -1.23% | Jun 28, 2024 | 1 | Jul 1, 2024 | 9 | Jul 15, 2024 | 10 |
| -1.06% | Sep 19, 2024 | 14 | Oct 9, 2024 | 3 | Oct 14, 2024 | 17 |
| -0.96% | Dec 1, 2023 | 1 | Dec 4, 2023 | 6 | Dec 12, 2023 | 7 |
| -0.92% | Aug 4, 2022 | 1 | Aug 5, 2022 | 5 | Aug 12, 2022 | 6 |
| -0.81% | Nov 25, 2025 | 10 | Dec 10, 2025 | 10 | Dec 24, 2025 | 20 |
| -0.69% | Jul 2, 2025 | 2 | Jul 7, 2025 | 3 | Jul 10, 2025 | 5 |
| -0.67% | Jan 22, 2026 | 6 | Jan 30, 2026 | 10 | Feb 13, 2026 | 16 |
| -0.55% | Jan 5, 2026 | 5 | Jan 12, 2026 | 7 | Jan 22, 2026 | 12 |
| -0.51% | Oct 3, 2025 | 9 | Oct 16, 2025 | 2 | Oct 20, 2025 | 11 |
| -0.42% | Feb 19, 2026 | 2 | Feb 23, 2026 | 4 | Feb 27, 2026 | 6 |