Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSBOX (CORPORATE BOND PORTFOLIO CLASS C) | -0.37% | 4.49% | 4.59% | -0.29% | 1.98% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSBOX (CORPORATE BOND PORTFOLIO CLASS C) | 05/01/2015 | 06/03/2026 |
| 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 (%) | -0.19 | 4.49 | 4.59 | -0.29 | 1.98 | NA | NA | … | … | -0.37 | 6.51 | 1.92 | 8.89 | -17.22 | -3.03 | 9.14 | 14.54 | -4.99 | 5.79 | 13.74 | -3.77 |
| Sharpe Ratio | NA | 0.59 | 0.33 | -0.42 | 0.08 | NA | NA | … | … | -0.44 | 0.76 | -0.30 | 0.72 | -2.15 | -0.63 | 0.98 | 3.26 | -1.95 | 1.53 | 2.00 | -1.21 |
| Standard Deviation(%) | NA | 4.17 | 5.70 | 6.45 | 5.94 | NA | NA | … | … | 4.56 | 4.77 | 5.73 | 7.35 | 8.70 | 4.84 | 9.03 | 4.01 | 3.29 | 3.36 | 6.78 | 4.65 |
| Draw Down(%) | NA | 3.07 | 6.77 | 23.76 | 24.48 | NA | NA | … | … | 3.07 | 3.54 | 3.90 | 7.60 | 22.12 | 5.95 | 16.70 | 2.59 | 5.75 | 1.92 | 4.44 | 3.86 |
| Yield(%) | 0.00 | 3.55 | 3.89 | 3.05 | 3.02 | 2.24 | 1.68 | … | … | 1.14 | 3.61 | 4.55 | 3.53 | 1.64 | 3.37 | 4.96 | 2.15 | 1.92 | 2.10 | 2.28 | 1.52 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| MSBOX (CORPORATE BOND PORTFOLIO CLASS C) |
-6.65%
Oct 2020 – Oct 2023 |
-1.74%
Oct 2017 – Oct 2022 |
2.02%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSBOX (CORPORATE BOND PORTFOLIO CLASS C) |
7.28%
Oct 2022 – Oct 2025 |
7.40%
Dec 2015 – Dec 2020 |
3.25%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart