Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MJIIX (MSVIF Core Plus Fixed Income Port Class) NA 168,506.33% 1,023.17% 340.98% 112.85% 66.24% 45.11%
Data as of 10/16/2023, Common starting date is 05/02/2003
More Performance Analytics Comparison
Name Start Date End Date
MJIIX (MSVIF Core Plus Fixed Income Port Class) 05/02/2003 10/16/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003
Annualized Return (%) 0.00 168,506.33 1,023.17 340.98 112.85 66.24 45.11 163,402.99 -14.61 -0.52 7.41 10.61 -0.91 5.89 5.86 -0.83 4.51 -4.05 4.42 1.80 1.42 0.41 -14.55 1.41 -1.22 -0.43 -0.09 1.23
Sharpe Ratio NA 228.05 2.39 1.03 0.48 NA NA 1,478.49 -2.25 -0.04 0.95 3.04 -0.89 1.98 1.90 -0.27 1.22 -0.91 0.86 0.35 0.20 0.03 -1.88 -0.32 -0.82 -0.52 -0.23 0.43
Standard Deviation(%) NA 738.89 427.00 330.41 233.50 NA NA 831.93 7.14 13.72 7.55 3.03 2.50 2.66 2.98 3.18 3.69 4.47 5.12 5.04 6.77 9.44 8.21 4.99 5.49 5.01 4.50 2.84
Draw Down(%) NA 4.12 25.93 25.93 25.93 NA NA 4.12 18.29 10.04 10.00 1.95 2.50 1.39 3.66 3.03 3.26 8.49 4.38 4.23 5.69 8.15 20.20 4.85 5.48 4.81 5.19 3.22
Yield(%) 0.00 105.67 30.02 21.32 12.09 8.64 5.43 101.99 4.26 9.12 3.78 4.08 2.28 3.01 1.74 3.20 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 10/16/2023, Common starting date is 05/02/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MJIIX (MSVIF Core Plus Fixed Income Port Class) -6.11%
Oct 2005 – Oct 2008
-3.88%
May 2005 – May 2010
-1.22%
Dec 2003 – Dec 2013
0.08%
Oct 2007 – Oct 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MJIIX (MSVIF Core Plus Fixed Income Port Class) 1,023.83%
Aug 2020 – Aug 2023
340.39%
Sep 2018 – Sep 2023
113.13%
Aug 2013 – Aug 2023
65.95%
Sep 2008 – Sep 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return