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Monday, December 28, 2009, 7:54PM ET - U.S. Markets Closed. Dow Up 0.26% Nasdaq Up 0.24%
Morgan Stanley Inst Balanced Instl (MPBAX)On Dec 28: 12.06  Up 0.01 (0.08%)  
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Risk  As of 30-Nov-09Get Risk for:
RISK OVERVIEW 
Morningstar Risk Rating:Average
Number of Years Up:4
Number of Years Down:1
Best 1 Yr Total Return (2007):13.58%
Worst 1 Yr Total Return (2008):-28.42%
RISK (MODERN PORTFOLIO THEORY) STATISTICS 
3 Years
StatisticMPBAXCategory
Alpha (against Standard Index)-0.85-2.96
Beta (against Standard Index)1.011.07
Mean Annual Return0.10-0.09
R-squared (against Standard Index)9593.10
Standard Deviation13.6914.78
Sharpe Ratio-0.09N/A
Treynor Ratio-2.16N/A
5 Years
StatisticMPBAXCategory
Alpha (against Standard Index)-0.53-2.53
Beta (against Standard Index)1.011.06
Mean Annual Return4.240.24
R-squared (against Standard Index)9592.17
Standard Deviation11.1611.94
Sharpe Ratio0.17N/A
Treynor Ratio1.25N/A
10 Years
StatisticMPBAXCategory
Alpha (against Standard Index)-1.95-2.27
Beta (against Standard Index)1.051.06
Mean Annual Return2.970.27
R-squared (against Standard Index)9386.88
Standard Deviation10.8711.38
Sharpe Ratio0.06N/A
Treynor Ratio0.04N/A

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