Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRLEX (MSIF Global Real Estate -R) | NA | 22.45% | -1.30% | 0.35% | 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 |
|---|---|---|
| MRLEX (MSIF Global Real Estate -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 | 22.45 | -1.30 | 0.35 | NA | NA | NA | … | … | 12.20 | 11.80 | -26.43 | 24.01 | -14.20 | 18.50 | -7.62 |
| Sharpe Ratio | NA | 1.19 | -0.16 | -0.07 | NA | NA | NA | … | … | 0.52 | 0.46 | -1.31 | 0.47 | -0.37 | 1.78 | -1.24 |
| Standard Deviation(%) | NA | 13.29 | 33.61 | 31.83 | NA | NA | NA | … | … | 12.81 | 16.52 | 21.28 | 51.51 | 39.22 | 9.61 | 12.22 |
| Draw Down(%) | NA | 7.71 | 51.57 | 51.57 | NA | NA | NA | … | … | 7.50 | 16.48 | 33.89 | 30.09 | 43.18 | 6.87 | 12.84 |
| Yield(%) | 0.00 | 121.87 | 22.96 | 14.95 | 8.10 | 5.40 | 4.05 | … | … | 112.19 | 4.98 | 1.22 | 19.40 | 1.01 | 10.99 | 10.06 |
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 |
|---|---|---|---|---|
| MRLEX (MSIF Global Real Estate -R) |
-8.73%
Sep 2019 – Sep 2022 |
-3.44%
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 |
|---|---|---|---|---|
| MRLEX (MSIF Global Real Estate -R) |
8.03%
Dec 2018 – Dec 2021 |
0.87%
Aug 2019 – Aug 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart