Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GLCDX (Morgan Stanley Counterpoint Global Portfolio Class C) | NA | 17.47% | -13.02% | 6.29% | 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 |
|---|---|---|
| GLCDX (Morgan Stanley Counterpoint Global Portfolio Class C) | 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 | 17.47 | -13.02 | 6.29 | NA | NA | NA | … | … | 7.57 | 47.46 | -52.23 | -0.74 | 70.89 | 32.23 | -16.72 |
| Sharpe Ratio | NA | 0.63 | -0.41 | 0.13 | NA | NA | NA | … | … | 0.40 | 1.63 | -1.18 | -0.02 | 2.08 | 2.04 | -1.39 |
| Standard Deviation(%) | NA | 21.56 | 38.02 | 34.35 | NA | NA | NA | … | … | 19.06 | 26.79 | 45.47 | 40.72 | 33.85 | 15.08 | 23.69 |
| Draw Down(%) | NA | 16.39 | 61.92 | 63.38 | NA | NA | NA | … | … | 9.51 | 22.98 | 53.78 | 23.81 | 30.48 | 9.98 | 23.48 |
| Yield(%) | 0.00 | 117.47 | 23.11 | 28.81 | 14.99 | 9.99 | 7.49 | … | … | 110.42 | 0.00 | 0.00 | 18.75 | 4.76 | 0.00 | 0.49 |
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 |
|---|---|---|---|---|
| GLCDX (Morgan Stanley Counterpoint Global Portfolio Class C) |
-15.40%
Jan 2021 – Jan 2024 |
2.47%
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 |
|---|---|---|---|---|
| GLCDX (Morgan Stanley Counterpoint Global Portfolio Class C) |
33.89%
Oct 2018 – Oct 2021 |
9.58%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart