Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSADY (MS&AD Insurance Group Holdings PK) | 13.91% | 11.21% | 15.13% | 11.35% | 6.60% | 6.11% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSADY (MS&AD Insurance Group Holdings PK) | 01/04/2008 | 06/05/2026 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 11.21 | 15.13 | 11.35 | 6.60 | 6.11 | NA | … | … | 13.91 | 6.57 | 11.30 | 23.02 | 3.31 | 0.52 | -6.76 | 16.70 | -16.94 | 9.93 | 5.62 | 22.91 | -11.42 | 35.35 | 8.91 | -27.68 | -1.41 | -18.01 | -0.90 |
| Sharpe Ratio | NA | 0.33 | 0.31 | 0.27 | 0.18 | NA | NA | … | … | 1.11 | 0.14 | 0.10 | 0.84 | 0.07 | 0.02 | -0.24 | 0.86 | -0.86 | 0.50 | 0.15 | 0.71 | -0.50 | 0.94 | 0.29 | -0.85 | -0.05 | -0.37 | -0.02 |
| Standard Deviation(%) | NA | 25.69 | 38.37 | 33.50 | 28.94 | NA | NA | … | … | 29.61 | 26.45 | 55.17 | 22.46 | 28.41 | 21.85 | 29.06 | 17.70 | 21.11 | 18.60 | 36.04 | 32.39 | 22.91 | 37.74 | 30.39 | 32.59 | 29.83 | 49.02 | 76.67 |
| Draw Down(%) | NA | 17.55 | 38.17 | 38.17 | 38.17 | NA | NA | … | … | 12.18 | 20.40 | 38.17 | 9.84 | 29.89 | 18.63 | 30.20 | 8.55 | 22.68 | 15.51 | 21.32 | 25.11 | 26.79 | 22.24 | 34.06 | 34.58 | 29.69 | 42.54 | 55.84 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 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 06/05/2026, Common starting date is 01/04/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSADY (MS&AD Insurance Group Holdings PK) |
-19.75%
May 2009 – May 2012 |
-9.69%
Feb 2008 – Feb 2013 |
-2.04%
May 2008 – May 2018 |
-1.13%
Apr 2008 – Apr 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSADY (MS&AD Insurance Group Holdings PK) |
26.93%
May 2012 – May 2015 |
18.42%
May 2012 – May 2017 |
8.90%
Mar 2014 – Mar 2024 |
5.71%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart