Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGKAX (Morgan Stanley Global Permanence Portfolio Class A) | -0.93% | 3.39% | 12.76% | 7.24% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 05/01/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGKAX (Morgan Stanley Global Permanence Portfolio Class A) | 05/01/2019 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.75 | 3.39 | 12.76 | 7.24 | NA | NA | NA | … | … | -0.93 | 27.44 | 10.36 | 20.35 | -20.13 | 19.11 | 26.57 | 7.06 |
| Sharpe Ratio | NA | 0.17 | 0.54 | 0.27 | NA | NA | NA | … | … | -0.17 | 1.29 | 0.46 | 1.03 | -0.84 | 1.34 | 0.83 | 0.80 |
| Standard Deviation(%) | NA | 18.10 | 17.65 | 19.07 | NA | NA | NA | … | … | 21.88 | 19.06 | 14.76 | 16.41 | 25.86 | 14.26 | 31.55 | 11.66 |
| Draw Down(%) | NA | 12.73 | 18.43 | 31.22 | NA | NA | NA | … | … | 12.73 | 15.56 | 8.81 | 18.43 | 29.17 | 7.25 | 33.09 | 5.86 |
| Yield(%) | 0.00 | 18.32 | 14.66 | 10.55 | 8.06 | 5.37 | 4.03 | … | … | 0.00 | 22.27 | 19.44 | 5.89 | 1.44 | 16.84 | 0.53 | 0.00 |
Data as of 06/11/2026, Common starting date is 05/01/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGKAX (Morgan Stanley Global Permanence Portfolio Class A) |
0.23%
Oct 2021 – Oct 2024 |
8.15%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGKAX (Morgan Stanley Global Permanence Portfolio Class A) |
24.54%
Sep 2022 – Sep 2025 |
15.05%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart