Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDOEX (Morgan Stanley Developing Opportunity Portfolio Class I) | 15.49% | 14.23% | 14.30% | -2.59% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/18/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDOEX (Morgan Stanley Developing Opportunity Portfolio Class I) | 02/18/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.63 | 14.23 | 14.30 | -2.59 | NA | NA | NA | … | … | 15.49 | 8.37 | 16.78 | 5.36 | -30.36 | -18.69 | 46.17 |
| Sharpe Ratio | NA | 0.46 | 0.56 | -0.23 | NA | NA | NA | … | … | 1.18 | 0.31 | 0.76 | 0.10 | -0.91 | -0.84 | 1.74 |
| Standard Deviation(%) | NA | 21.54 | 19.53 | 23.51 | NA | NA | NA | … | … | 29.34 | 18.40 | 17.34 | 17.57 | 35.06 | 22.34 | 31.12 |
| Draw Down(%) | NA | 21.82 | 21.82 | 52.63 | NA | NA | NA | … | … | 17.27 | 13.67 | 10.20 | 13.68 | 41.22 | 35.05 | 27.25 |
| Yield(%) | 0.00 | 0.72 | 0.61 | 0.22 | 0.16 | 0.10 | 0.08 | … | … | 0.00 | 0.79 | 0.90 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| MDOEX (Morgan Stanley Developing Opportunity Portfolio Class I) |
-18.92%
Jan 2021 – Jan 2024 |
-7.09%
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 |
|---|---|---|---|---|
| MDOEX (Morgan Stanley Developing Opportunity Portfolio Class I) |
18.24%
Oct 2022 – Oct 2025 |
4.59%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart