Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGKIX (Morgan Stanley Global Permanence Portfolio) | 1.00% | 8.30% | 13.73% | 8.54% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/01/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGKIX (Morgan Stanley Global Permanence Portfolio) | 05/01/2019 | 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 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.08 | 8.30 | 13.73 | 8.54 | NA | NA | NA | … | … | 1.00 | 27.95 | 10.68 | 20.86 | -19.89 | 19.58 | 27.06 | 7.27 |
| Sharpe Ratio | NA | 0.55 | 0.70 | 0.34 | NA | NA | NA | … | … | 0.21 | 1.32 | 0.48 | 1.07 | -0.83 | 1.37 | 0.85 | 0.82 |
| Standard Deviation(%) | NA | 17.87 | 17.58 | 19.02 | NA | NA | NA | … | … | 21.80 | 19.09 | 14.79 | 16.29 | 25.88 | 14.23 | 31.55 | 11.74 |
| Draw Down(%) | NA | 12.70 | 18.33 | 31.05 | NA | NA | NA | … | … | 12.70 | 15.55 | 8.75 | 18.33 | 29.01 | 7.21 | 33.01 | 5.77 |
| Yield(%) | 0.00 | 18.70 | 14.75 | 10.92 | 8.22 | 5.48 | 4.11 | … | … | 0.00 | 22.20 | 19.73 | 5.99 | 1.42 | 16.78 | 0.87 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| MGKIX (Morgan Stanley Global Permanence Portfolio) |
0.56%
Oct 2021 – Oct 2024 |
8.53%
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 |
|---|---|---|---|---|
| MGKIX (Morgan Stanley Global Permanence Portfolio) |
25.00%
Sep 2022 – Sep 2025 |
15.45%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart