Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDODX (Morgan Stanley Developing Opportunity Portfolio Class IS) | 15.65% | 13.30% | 14.41% | -2.40% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/18/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDODX (Morgan Stanley Developing Opportunity Portfolio Class IS) | 02/18/2020 | 06/05/2026 |
| 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 (%) | 1.46 | 13.30 | 14.41 | -2.40 | NA | NA | NA | … | … | 15.65 | 8.46 | 16.81 | 5.35 | -30.25 | -18.68 | 46.27 |
| Sharpe Ratio | NA | 0.47 | 0.56 | -0.22 | NA | NA | NA | … | … | 1.20 | 0.31 | 0.76 | 0.10 | -0.91 | -0.84 | 1.74 |
| Standard Deviation(%) | NA | 21.51 | 19.56 | 23.51 | NA | NA | NA | … | … | 29.26 | 18.48 | 17.32 | 17.64 | 35.04 | 22.17 | 31.12 |
| Draw Down(%) | NA | 21.74 | 21.74 | 52.60 | NA | NA | NA | … | … | 17.22 | 13.64 | 10.17 | 13.66 | 41.19 | 34.97 | 27.25 |
| Yield(%) | 0.00 | 0.75 | 0.65 | 0.23 | 0.17 | 0.11 | 0.08 | … | … | 0.00 | 0.83 | 0.97 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| MDODX (Morgan Stanley Developing Opportunity Portfolio Class IS) |
-18.88%
Jan 2021 – Jan 2024 |
-7.03%
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 |
|---|---|---|---|---|
| MDODX (Morgan Stanley Developing Opportunity Portfolio Class IS) |
18.31%
Oct 2022 – Oct 2025 |
4.64%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
