Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSEPX (EMERGING MARKETS PORTFOLIO CLASS C) | 33.39% | 56.93% | 25.43% | 7.35% | 8.58% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSEPX (EMERGING MARKETS PORTFOLIO CLASS C) | 05/01/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.41 | 56.93 | 25.43 | 7.35 | 8.58 | NA | NA | … | … | 33.39 | 29.37 | 6.89 | 10.93 | -25.90 | 2.41 | 13.33 | 18.16 | -18.26 | 33.45 | 5.56 | -18.35 |
| Sharpe Ratio | NA | 2.67 | 1.29 | 0.26 | 0.38 | NA | NA | … | … | 3.42 | 1.62 | 0.24 | 0.54 | -1.22 | 0.13 | 0.43 | 1.38 | -1.21 | 3.62 | 0.32 | -1.55 |
| Standard Deviation(%) | NA | 19.73 | 16.79 | 17.80 | 18.17 | NA | NA | … | … | 26.46 | 16.45 | 13.74 | 13.53 | 22.55 | 17.98 | 29.96 | 12.08 | 16.27 | 9.10 | 16.80 | 16.83 |
| Draw Down(%) | NA | 15.20 | 17.05 | 37.80 | 41.21 | NA | NA | … | … | 15.20 | 13.13 | 10.12 | 12.94 | 34.67 | 13.10 | 34.67 | 9.01 | 27.66 | 4.37 | 12.72 | 20.98 |
| Yield(%) | 0.00 | 60.05 | 25.34 | 11.62 | 9.73 | 5.57 | 4.18 | … | … | 0.00 | 65.90 | 0.52 | 1.20 | 2.77 | 7.12 | 0.65 | 13.86 | 0.74 | 0.12 | 0.08 | 0.17 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| MSEPX (EMERGING MARKETS PORTFOLIO CLASS C) |
-7.44%
Jan 2021 – Jan 2024 |
-4.83%
Oct 2017 – Oct 2022 |
3.01%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSEPX (EMERGING MARKETS PORTFOLIO CLASS C) |
25.74%
May 2023 – May 2026 |
11.36%
Feb 2016 – Feb 2021 |
8.59%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart