Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GLCAX (Morgan Stanley Counterpoint Global Portfolio Class A) | NA | 18.27% | -12.39% | 7.09% | NA | NA | NA | … | … |
Data as of 09/03/2024, Common starting date is 07/09/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLCAX (Morgan Stanley Counterpoint Global Portfolio Class A) | 07/09/2018 | 09/03/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.27 | -12.39 | 7.09 | NA | NA | NA | … | … | 7.97 | 48.44 | -51.77 | -0.05 | 72.25 | 33.18 | -16.36 |
| Sharpe Ratio | NA | 0.67 | -0.40 | 0.16 | NA | NA | NA | … | … | 0.43 | 1.66 | -1.17 | 0.00 | 2.12 | 2.11 | -1.37 |
| Standard Deviation(%) | NA | 21.54 | 37.82 | 34.22 | NA | NA | NA | … | … | 19.08 | 26.84 | 45.44 | 40.16 | 33.86 | 15.06 | 23.60 |
| Draw Down(%) | NA | 16.32 | 61.49 | 62.91 | NA | NA | NA | … | … | 9.43 | 22.81 | 53.48 | 23.35 | 30.46 | 9.77 | 23.22 |
| Yield(%) | 0.00 | 118.27 | 23.49 | 29.70 | 15.56 | 10.37 | 7.78 | … | … | 110.82 | 0.00 | 0.00 | 18.46 | 4.72 | 0.00 | 0.85 |
Data as of 09/03/2024, Common starting date is 07/09/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLCAX (Morgan Stanley Counterpoint Global Portfolio Class A) |
-14.75%
Jan 2021 – Jan 2024 |
3.26%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLCAX (Morgan Stanley Counterpoint Global Portfolio Class A) |
34.94%
Oct 2018 – Oct 2021 |
10.42%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart