Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MSCKX (CORE PLUS FIXED INCOME PORTFOLIO CLASS C) | NA | 5.04% | -3.98% | -1.29% | NA | NA | NA | 1.63% |
Data as of 09/03/2024, AR inception is 05/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSCKX (CORE PLUS FIXED INCOME PORTFOLIO CLASS C) | 05/01/2015 | 09/03/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.04 | -3.98 | -1.29 | NA | NA | NA | 1.63 | -0.04 | 6.09 | -15.54 | -1.39 | 6.70 | 9.51 | -1.48 | 4.99 | 10.77 | -2.18 |
| Sharpe Ratio | NA | 0.12 | -1.11 | -0.56 | NA | NA | NA | 0.06 | -1.22 | 0.27 | -2.40 | -0.45 | 1.19 | 2.62 | -1.05 | 1.66 | 1.94 | -1.04 |
| Standard Deviation(%) | NA | 4.81 | 6.07 | 5.48 | NA | NA | NA | 4.70 | 3.18 | 6.99 | 7.09 | 3.12 | 5.41 | 3.09 | 2.67 | 2.63 | 5.45 | 3.16 |
| Draw Down(%) | NA | 4.07 | 19.96 | 19.96 | NA | NA | NA | 19.96 | 2.41 | 7.06 | 18.72 | 3.25 | 9.59 | 2.07 | 3.52 | 1.47 | 3.94 | 2.38 |
| Yield(%) | 0.00 | 2.71 | 2.20 | 2.57 | 2.47 | 1.65 | 1.23 | 2.74 | 0.91 | 4.00 | 1.92 | 1.52 | 4.16 | 2.91 | 1.77 | 1.97 | 2.59 | 2.52 |
Data as of 09/03/2024, AR inception is 05/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSCKX (CORE PLUS FIXED INCOME PORTFOLIO CLASS C) |
-5.93%
Oct 2020 - Oct 2023 |
-1.26%
Oct 2017 - Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSCKX (CORE PLUS FIXED INCOME PORTFOLIO CLASS C) |
5.42%
Oct 2018 - Oct 2021 |
6.01%
Dec 2015 - Dec 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart