Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDOBX (Morgan Stanley Developing Opportunity Portfolio Class C) | 16.47% | 15.01% | 13.51% | -3.30% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/18/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDOBX (Morgan Stanley Developing Opportunity Portfolio Class C) | 02/18/2020 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.28 | 15.01 | 13.51 | -3.30 | NA | NA | NA | … | … | 16.47 | 8.04 | 17.25 | 4.15 | -31.08 | -19.57 | 44.76 |
| Sharpe Ratio | NA | 0.41 | 0.49 | -0.27 | NA | NA | NA | … | … | 1.15 | 0.29 | 0.62 | -0.01 | -0.93 | -0.88 | 1.68 |
| Standard Deviation(%) | NA | 21.39 | 19.54 | 23.46 | NA | NA | NA | … | … | 29.10 | 18.41 | 17.45 | 17.60 | 34.84 | 22.30 | 31.13 |
| Draw Down(%) | NA | 22.23 | 22.23 | 53.33 | NA | NA | NA | … | … | 17.48 | 13.76 | 10.47 | 14.35 | 41.73 | 35.61 | 27.27 |
| Yield(%) | 0.00 | 0.00 | 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 06/03/2026, Common starting date is 02/18/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDOBX (Morgan Stanley Developing Opportunity Portfolio Class C) |
-19.76%
Jan 2021 – Jan 2024 |
-8.08%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDOBX (Morgan Stanley Developing Opportunity Portfolio Class C) |
16.94%
Oct 2022 – Oct 2025 |
3.45%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart