Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSDLX (GLOBAL STRATEGIST PORTFOLIO CLASS L) | 7.02% | 16.71% | 12.91% | 2.84% | 5.83% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSDLX (GLOBAL STRATEGIST PORTFOLIO CLASS L) | 05/01/2012 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 16.71 | 12.91 | 2.84 | 5.83 | NA | NA | … | … | 7.02 | 16.62 | 6.72 | 13.34 | -17.40 | 0.23 | 10.57 | 17.42 | -6.96 | 15.59 | 4.77 | -7.01 | 2.28 | 14.88 | 6.55 |
| Sharpe Ratio | NA | 1.82 | 1.17 | 0.04 | 0.39 | NA | NA | … | … | 1.50 | 1.54 | 0.41 | 1.15 | -1.29 | 0.02 | 0.49 | 2.46 | -1.05 | 2.57 | 0.48 | -0.75 | 0.34 | 2.11 | 1.17 |
| Standard Deviation(%) | NA | 8.14 | 8.61 | 10.61 | 11.06 | NA | NA | … | … | 10.48 | 8.96 | 7.65 | 8.46 | 14.66 | 11.13 | 20.99 | 6.49 | 7.94 | 5.84 | 9.55 | 9.39 | 6.72 | 7.04 | 8.53 |
| Draw Down(%) | NA | 7.68 | 8.70 | 30.90 | 30.90 | NA | NA | … | … | 7.68 | 8.48 | 4.02 | 8.70 | 25.46 | 10.11 | 26.56 | 4.53 | 13.37 | 2.57 | 6.22 | 12.22 | 5.75 | 4.95 | 5.64 |
| Yield(%) | 0.00 | 6.40 | 3.34 | 1.66 | 3.17 | 3.25 | 2.44 | … | … | 0.00 | 6.85 | 2.11 | 0.00 | 0.35 | 0.00 | 0.55 | 2.18 | 11.22 | 6.20 | 0.20 | 0.10 | 5.06 | 8.63 | 0.37 |
Data as of 06/04/2026, Common starting date is 05/01/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSDLX (GLOBAL STRATEGIST PORTFOLIO CLASS L) |
-3.92%
Apr 2021 – Apr 2024 |
-1.11%
Sep 2017 – Sep 2022 |
1.68%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSDLX (GLOBAL STRATEGIST PORTFOLIO CLASS L) |
14.73%
Sep 2022 – Sep 2025 |
9.05%
Feb 2016 – Feb 2021 |
6.30%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart