Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSEGX (GROWTH PORTFOLIO CLASS A) | -0.43% | 11.91% | 31.38% | 1.32% | 16.05% | 14.48% | 12.74% | … | … |
Data as of 05/29/2026, Common starting date is 04/01/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSEGX (GROWTH PORTFOLIO CLASS A) | 04/01/1996 | 05/29/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.13 | 11.91 | 31.38 | 1.32 | 16.05 | 14.48 | 12.74 | … | … | -0.43 | 24.43 | 46.29 | 49.87 | -60.27 | -0.31 | 115.11 | 22.77 | 7.42 | 43.54 | -2.30 | 11.66 | 6.16 | 48.22 | 15.36 | -3.27 | 22.78 | 62.66 | -50.57 | 21.93 | 3.85 | 15.41 | 7.68 | 26.13 | -27.75 | -15.26 | -11.90 | 39.37 | 18.77 | 13.25 | -3.28 |
| Sharpe Ratio | NA | 0.27 | 0.91 | -0.04 | 0.43 | NA | NA | … | … | -0.25 | 0.63 | 1.56 | 1.45 | -1.00 | -0.01 | 2.92 | 0.99 | 0.24 | 3.78 | -0.14 | 0.67 | 0.35 | 3.59 | 1.03 | -0.13 | 1.09 | 2.03 | -1.10 | 0.96 | 0.03 | 1.07 | 0.53 | 1.43 | -1.12 | -0.72 | -0.58 | 1.79 | 0.71 | 0.44 | -0.37 |
| Standard Deviation(%) | NA | 27.95 | 30.56 | 39.23 | 33.29 | NA | NA | … | … | 31.51 | 34.19 | 27.38 | 32.15 | 61.77 | 31.86 | 39.14 | 21.54 | 25.01 | 11.40 | 17.51 | 17.44 | 17.43 | 13.43 | 15.00 | 24.95 | 20.78 | 30.81 | 46.78 | 19.69 | 14.52 | 12.27 | 12.58 | 17.71 | 25.80 | 25.01 | 27.74 | 20.17 | 21.65 | 21.79 | 21.28 |
| Draw Down(%) | NA | 27.83 | 32.54 | 69.57 | 69.57 | NA | NA | … | … | 21.65 | 32.54 | 12.95 | 23.77 | 61.84 | 24.35 | 32.96 | 16.09 | 24.72 | 4.14 | 19.34 | 14.38 | 13.93 | 4.51 | 13.95 | 19.93 | 15.12 | 19.88 | 59.14 | 12.42 | 14.72 | 9.90 | 12.58 | 12.38 | 34.11 | 34.09 | 25.51 | 11.09 | 27.01 | 16.07 | 14.44 |
| Yield(%) | 0.00 | 0.00 | 0.25 | 5.24 | 13.85 | 15.04 | 16.24 | … | … | 0.00 | 0.00 | 0.63 | 0.00 | 6.42 | 20.89 | 19.22 | 12.57 | 8.22 | 25.65 | 11.67 | 8.04 | 5.13 | 6.03 | 0.16 | 0.06 | 0.00 | 0.17 | 0.26 | 0.32 | 0.00 | 0.16 | 0.45 | 0.11 | 0.00 | 0.76 | 7.12 | 7.80 | 6.45 | 0.13 | 0.98 |
Data as of 05/29/2026, Common starting date is 04/01/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSEGX (GROWTH PORTFOLIO CLASS A) |
-21.16%
Mar 2000 – Mar 2003 |
-8.78%
Mar 2000 – Mar 2005 |
-3.74%
Feb 1999 – Feb 2009 |
3.65%
Nov 1996 – Nov 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSEGX (GROWTH PORTFOLIO CLASS A) |
42.04%
Oct 2018 – Oct 2021 |
37.13%
Feb 2016 – Feb 2021 |
24.51%
Sep 2011 – Sep 2021 |
17.96%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart