Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRETX (MSIF U.S. Real Estate Portfolio -R) | NA | 29.03% | -1.42% | 1.15% | NA | NA | NA | … | … |
Data as of 11/22/2024, Common starting date is 06/15/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRETX (MSIF U.S. Real Estate Portfolio -R) | 06/15/2018 | 11/22/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 29.03 | -1.42 | 1.15 | NA | NA | NA | … | … | 17.02 | 14.76 | -32.11 | 37.18 | -17.65 | 18.28 | -5.73 |
| Sharpe Ratio | NA | 1.51 | -0.26 | -0.04 | NA | NA | NA | … | … | 0.84 | 0.55 | -1.32 | 2.39 | -0.35 | 1.34 | -0.69 |
| Standard Deviation(%) | NA | 14.83 | 20.40 | 28.69 | NA | NA | NA | … | … | 14.39 | 19.25 | 25.37 | 15.56 | 51.44 | 12.60 | 17.10 |
| Draw Down(%) | NA | 9.38 | 36.39 | 47.51 | NA | NA | NA | … | … | 9.18 | 16.23 | 33.69 | 7.26 | 47.51 | 5.88 | 15.73 |
| Yield(%) | 0.00 | 2.34 | 1.58 | 3.84 | 4.07 | 2.71 | 2.03 | … | … | 1.76 | 2.62 | 1.16 | 1.54 | 2.59 | 16.13 | 22.88 |
Data as of 11/22/2024, Common starting date is 06/15/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRETX (MSIF U.S. Real Estate Portfolio -R) |
-8.46%
Dec 2019 – Dec 2022 |
-3.78%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRETX (MSIF U.S. Real Estate Portfolio -R) |
10.14%
Dec 2018 – Dec 2021 |
0.83%
Aug 2019 – Aug 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart