Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSAAX (ACTIVE INTERNATIONAL ALLOCATION PORTFOLIO CLASS C) | 16.17% | 31.51% | 20.08% | 6.11% | 9.21% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSAAX (ACTIVE INTERNATIONAL ALLOCATION PORTFOLIO CLASS C) | 05/01/2015 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.37 | 31.51 | 20.08 | 6.11 | 9.21 | NA | NA | … | … | 16.17 | 36.88 | 5.97 | 11.25 | -22.44 | 1.16 | 29.13 | 22.58 | -16.04 | 23.42 | -1.94 | -11.34 |
| Sharpe Ratio | NA | 1.99 | 1.10 | 0.20 | 0.42 | NA | NA | … | … | 2.05 | 2.38 | 0.16 | 0.53 | -0.92 | 0.07 | 0.95 | 1.95 | -1.30 | 2.98 | -0.07 | -0.93 |
| Standard Deviation(%) | NA | 14.41 | 14.91 | 17.71 | 17.84 | NA | NA | … | … | 18.58 | 14.38 | 14.35 | 14.44 | 26.01 | 16.57 | 30.32 | 10.82 | 13.45 | 7.67 | 31.29 | 17.72 |
| Draw Down(%) | NA | 10.62 | 14.01 | 38.13 | 38.13 | NA | NA | … | … | 10.62 | 11.80 | 10.15 | 14.01 | 33.11 | 12.41 | 30.20 | 8.19 | 24.36 | 2.41 | 20.03 | 17.42 |
| Yield(%) | 0.00 | 12.17 | 6.62 | 4.24 | 4.08 | 2.37 | 1.78 | … | … | 0.00 | 14.70 | 2.37 | 2.33 | 0.74 | 6.80 | 0.05 | 1.78 | 0.44 | 1.72 | 0.00 | 0.24 |
Data as of 06/04/2026, Common starting date is 05/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSAAX (ACTIVE INTERNATIONAL ALLOCATION PORTFOLIO CLASS C) |
-5.12%
Jan 2021 – Jan 2024 |
-1.02%
Sep 2017 – Sep 2022 |
5.13%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSAAX (ACTIVE INTERNATIONAL ALLOCATION PORTFOLIO CLASS C) |
20.99%
Sep 2022 – Sep 2025 |
12.72%
Jun 2016 – Jun 2021 |
9.76%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart