Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MADSX (MSIF Advantage Port CL IS) | -3.58% | 0.43% | 20.25% | 0.12% | 12.32% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/17/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MADSX (MSIF Advantage Port CL IS) | 09/17/2013 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.07 | 0.43 | 20.25 | 0.12 | 12.32 | NA | NA | … | … | -3.58 | 19.01 | 36.24 | 46.31 | -54.24 | -4.83 | 78.74 | 26.65 | 3.69 | 32.24 | 2.78 | 12.79 | 7.50 | 13.54 |
| Sharpe Ratio | NA | 0.04 | 0.78 | -0.06 | 0.37 | NA | NA | … | … | -0.22 | 0.56 | 1.41 | 1.49 | -0.98 | -0.18 | 2.19 | 1.66 | 0.11 | 3.61 | 0.18 | 0.82 | 0.58 | 4.89 |
| Standard Deviation(%) | NA | 24.37 | 26.54 | 35.05 | 29.26 | NA | NA | … | … | 28.90 | 28.82 | 23.12 | 28.85 | 56.80 | 26.33 | 35.73 | 15.18 | 20.80 | 8.78 | 14.03 | 15.65 | 12.86 | 11.26 |
| Draw Down(%) | NA | 24.36 | 27.14 | 64.06 | 64.06 | NA | NA | … | … | 17.57 | 27.14 | 14.54 | 24.76 | 56.58 | 20.57 | 28.42 | 9.28 | 19.79 | 4.35 | 13.65 | 11.88 | 7.81 | 3.18 |
| Yield(%) | 0.00 | 0.07 | 0.80 | 5.39 | 10.73 | 9.60 | 7.20 | … | … | 0.00 | 0.08 | 2.11 | 0.00 | 10.20 | 17.94 | 11.88 | 2.34 | 6.15 | 9.03 | 2.52 | 9.22 | 4.71 | 2.50 |
Data as of 06/04/2026, Common starting date is 09/17/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MADSX (MSIF Advantage Port CL IS) |
-16.13%
Oct 2020 – Oct 2023 |
-2.21%
Feb 2021 – Feb 2026 |
7.27%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MADSX (MSIF Advantage Port CL IS) |
33.96%
Sep 2022 – Sep 2025 |
29.27%
Feb 2016 – Feb 2021 |
14.35%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart