Performance Comparison
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
