Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSCBX (STRATEGIC INCOME CONSERVATIVE SERIES CLASS S) | NA | -5.14% | 2.22% | 3.14% | NA | NA | NA | … | … |
Data as of 09/27/2018, Common starting date is 08/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSCBX (STRATEGIC INCOME CONSERVATIVE SERIES CLASS S) | 08/03/2012 | 09/27/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | -5.14 | 2.22 | 3.14 | NA | NA | NA | … | … | -7.24 | 7.18 | 5.11 | 0.08 | 9.20 | 4.96 | 2.89 |
| Sharpe Ratio | NA | -0.66 | 0.22 | 0.48 | NA | NA | NA | … | … | -1.07 | 2.92 | 1.11 | 0.01 | 2.23 | 1.10 | 1.50 |
| Standard Deviation(%) | NA | 9.50 | 6.52 | 5.83 | NA | NA | NA | … | … | 10.18 | 2.26 | 4.39 | 4.43 | 4.12 | 4.49 | 4.86 |
| Draw Down(%) | NA | 8.28 | 8.28 | 8.28 | NA | NA | NA | … | … | 8.28 | 1.26 | 3.53 | 4.45 | 2.21 | 5.79 | 1.86 |
| Yield(%) | 0.00 | 2.42 | 2.66 | 4.23 | 2.56 | 1.70 | 1.28 | … | … | 0.64 | 3.05 | 3.27 | 4.50 | 8.18 | 3.20 | 2.41 |
Data as of 09/27/2018, Common starting date is 08/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSCBX (STRATEGIC INCOME CONSERVATIVE SERIES CLASS S) |
2.68%
Apr 2015 – Apr 2018 |
3.68%
Apr 2013 – Apr 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSCBX (STRATEGIC INCOME CONSERVATIVE SERIES CLASS S) |
6.92%
Aug 2013 – Aug 2016 |
5.34%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart