Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRGOX (MSIF Global Infrastructure -R) | NA | 18.99% | -2.73% | 0.03% | NA | NA | NA | … | … |
Data as of 11/22/2024, Common starting date is 06/18/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRGOX (MSIF Global Infrastructure -R) | 06/18/2018 | 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 | 18.99 | -2.73 | 0.03 | NA | NA | NA | … | … | 13.61 | 4.12 | -20.94 | 7.75 | -5.33 | 28.00 | -4.81 |
| Sharpe Ratio | NA | 1.08 | -0.37 | -0.12 | NA | NA | NA | … | … | 0.78 | -0.01 | -0.89 | 0.62 | -0.17 | 3.11 | -0.91 |
| Standard Deviation(%) | NA | 11.40 | 18.12 | 20.52 | NA | NA | NA | … | … | 10.61 | 13.64 | 25.25 | 12.53 | 31.85 | 8.55 | 11.20 |
| Draw Down(%) | NA | 8.47 | 30.56 | 34.71 | NA | NA | NA | … | … | 7.32 | 15.84 | 23.88 | 8.87 | 34.71 | 4.51 | 10.88 |
| Yield(%) | 0.00 | 3.55 | 2.36 | 2.22 | 1.97 | 1.31 | 0.99 | … | … | 0.27 | 3.25 | 2.37 | 2.41 | 0.48 | 3.86 | 7.87 |
Data as of 11/22/2024, Common starting date is 06/18/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRGOX (MSIF Global Infrastructure -R) |
-7.70%
Apr 2021 – Apr 2024 |
-2.27%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRGOX (MSIF Global Infrastructure -R) |
9.82%
Oct 2018 – Oct 2021 |
1.45%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart