Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSBEX (Morgan Stanley Institutional Fund Inc. – Global Focus Real Estate Portfolio) | NA | 3.36% | -4.98% | NA | NA | NA | NA | … | … |
Data as of 01/13/2025, Common starting date is 07/30/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSBEX (Morgan Stanley Institutional Fund Inc. – Global Focus Real Estate Portfolio) | 07/30/2021 | 01/13/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.36 | -4.98 | NA | NA | NA | NA | … | … | 0.00 | 1.22 | 11.72 | -27.38 | 5.22 |
| Sharpe Ratio | NA | -0.31 | -0.52 | NA | NA | NA | NA | … | … | 0.00 | -0.39 | 0.46 | -1.34 | 1.04 |
| Standard Deviation(%) | NA | 13.53 | 17.53 | NA | NA | NA | NA | … | … | NA | 13.77 | 16.54 | 21.50 | 12.26 |
| Draw Down(%) | NA | 13.23 | 32.70 | NA | NA | NA | NA | … | … | 0.00 | 13.23 | 17.07 | 35.01 | 7.20 |
| Yield(%) | 0.00 | 2.22 | 1.56 | 1.00 | 0.50 | 0.33 | 0.25 | … | … | 0.00 | 2.17 | 2.44 | 1.04 | 0.31 |
Data as of 01/13/2025, Common starting date is 07/30/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSBEX (Morgan Stanley Institutional Fund Inc. – Global Focus Real Estate Portfolio) |
-6.35%
Dec 2021 – Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSBEX (Morgan Stanley Institutional Fund Inc. – Global Focus Real Estate Portfolio) |
0.72%
Sep 2021 – Sep 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart