Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBIIX (MSVIF Global Franchise Port Class II) | NA | 893,549.27% | 1,952.16% | 548.12% | 158.28% | 93.00% | 64.35% | … | … |
Data as of 10/19/2023, Common starting date is 05/05/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBIIX (MSVIF Global Franchise Port Class II) | 05/05/2003 | 10/19/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 893,549.27 | 1,952.16 | 548.12 | 158.28 | 93.00 | 64.35 | … | … | 818,632.56 | -17.48 | 21.80 | 13.08 | 29.37 | -1.65 | 8.62 | 5.73 | 6.20 | -12.40 | 6.08 | 9.38 | 5.69 | 13.36 | 11.61 | -34.77 | 0.50 | 16.73 | 11.66 | 11.91 | 22.79 |
| Sharpe Ratio | NA | 1,000.58 | 3.78 | 1.37 | 0.56 | NA | NA | … | … | 8,071.19 | -0.87 | 1.07 | 0.43 | 2.44 | -0.21 | 0.49 | 0.39 | 0.41 | -0.60 | 0.37 | 0.72 | 0.29 | 0.89 | 0.43 | -1.06 | -0.15 | 1.27 | 1.22 | 1.21 | 4.58 |
| Standard Deviation(%) | NA | 893.03 | 515.54 | 399.70 | 282.63 | NA | NA | … | … | 997.90 | 21.84 | 20.42 | 29.67 | 11.46 | 14.09 | 16.54 | 14.20 | 15.10 | 20.59 | 16.57 | 13.09 | 19.28 | 14.92 | 26.72 | 33.58 | 16.27 | 10.67 | 7.80 | 9.09 | 7.79 |
| Draw Down(%) | NA | 6.76 | 28.14 | 30.22 | 30.22 | NA | NA | … | … | 6.76 | 25.88 | 13.13 | 30.22 | 5.86 | 13.19 | 16.38 | 8.08 | 11.00 | 22.81 | 16.83 | 11.09 | 13.70 | 12.60 | 22.93 | 43.73 | 16.69 | 8.14 | 4.90 | 6.24 | 5.93 |
| Yield(%) | 0.00 | 120.42 | 38.43 | 29.06 | 14.06 | 13.64 | 11.00 | … | … | 110.11 | 9.11 | 11.93 | 11.22 | 17.19 | 17.76 | 0.00 | 15.74 | 18.33 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/19/2023, Common starting date is 05/05/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBIIX (MSVIF Global Franchise Port Class II) |
-14.50%
May 2007 – May 2010 |
-4.79%
Feb 2004 – Feb 2009 |
-0.08%
Nov 2006 – Nov 2016 |
2.35%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBIIX (MSVIF Global Franchise Port Class II) |
1,955.61%
Sep 2020 – Sep 2023 |
542.23%
Sep 2018 – Sep 2023 |
158.71%
Sep 2013 – Sep 2023 |
91.45%
Sep 2008 – Sep 2023 |
Annualized Rolling Returns Comparison Chart