Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBGIX (MSVIF Global Infrastructure Port Class I) | NA | 17.81% | -0.17% | 0.74% | 3.23% | NA | NA | … | … |
Data as of 12/19/2024, Common starting date is 04/29/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBGIX (MSVIF Global Infrastructure Port Class I) | 04/29/2014 | 12/19/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.81 | -0.17 | 0.74 | 3.23 | NA | NA | … | … | 16.46 | -10.48 | -8.01 | 10.19 | -2.77 | 28.29 | -7.86 | 12.97 | 15.26 | -13.76 | 8.00 |
| Sharpe Ratio | NA | 1.03 | -0.24 | -0.08 | 0.10 | NA | NA | … | … | 0.94 | -0.70 | -0.50 | 0.91 | -0.10 | 3.12 | -0.82 | 1.67 | 1.00 | -0.90 | 1.17 |
| Standard Deviation(%) | NA | 10.88 | 17.51 | 20.18 | 16.60 | NA | NA | … | … | 10.91 | 21.24 | 18.82 | 11.21 | 31.46 | 8.63 | 11.26 | 7.41 | 15.08 | 15.32 | 10.30 |
| Draw Down(%) | NA | 7.18 | 30.19 | 34.53 | 34.53 | NA | NA | … | … | 7.18 | 27.77 | 22.83 | 10.79 | 34.53 | 4.66 | 11.88 | 4.29 | 10.52 | 20.77 | 9.06 |
| Yield(%) | 0.00 | 2.95 | 4.29 | 3.42 | 5.16 | 3.69 | 2.77 | … | … | 2.91 | 2.59 | 8.12 | 2.74 | 1.57 | 8.41 | 6.62 | 7.55 | 9.13 | 11.50 | 0.00 |
Data as of 12/19/2024, Common starting date is 04/29/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBGIX (MSVIF Global Infrastructure Port Class I) |
-6.90%
Apr 2021 – Apr 2024 |
-1.22%
Apr 2019 – Apr 2024 |
1.62%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBGIX (MSVIF Global Infrastructure Port Class I) |
11.34%
Jan 2017 – Jan 2020 |
8.40%
Dec 2015 – Dec 2020 |
3.26%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart