Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSFAX (GLOBAL FRANCHISE PORTFOLIO CLASS I) | -9.34% | -15.21% | 2.29% | 1.65% | 7.64% | 8.39% | 8.31% | … | … |
Data as of 06/04/2026, Common starting date is 03/25/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSFAX (GLOBAL FRANCHISE PORTFOLIO CLASS I) | 03/25/2002 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.07 | -15.21 | 2.29 | 1.65 | 7.64 | 8.39 | 8.31 | … | … | -9.34 | 0.18 | 8.94 | 16.41 | -17.26 | 21.89 | 13.24 | 29.66 | -1.60 | 25.71 | 5.65 | 6.59 | 4.82 | 19.72 | 15.39 | 9.38 | 14.43 | 29.65 | -28.96 | 9.88 | 20.55 | 3.77 | 5.81 | 26.57 | -3.34 |
| Sharpe Ratio | NA | -1.47 | -0.05 | -0.06 | 0.39 | NA | NA | … | … | -1.61 | -0.19 | 0.54 | 1.13 | -0.86 | 2.04 | 0.44 | 2.50 | -0.21 | 3.49 | 0.39 | 0.44 | 0.46 | 1.82 | 1.27 | 0.50 | 0.97 | 1.44 | -0.94 | 0.50 | 1.77 | 0.14 | 0.43 | 2.39 | -0.35 |
| Standard Deviation(%) | NA | 11.49 | 12.03 | 14.38 | 15.62 | NA | NA | … | … | 14.01 | 13.93 | 9.86 | 11.42 | 21.81 | 10.71 | 29.46 | 11.29 | 14.00 | 7.21 | 14.04 | 14.86 | 10.46 | 10.83 | 12.18 | 18.69 | 14.85 | 20.53 | 31.68 | 13.61 | 9.75 | 10.78 | 11.35 | 10.81 | 15.35 |
| Draw Down(%) | NA | 20.63 | 20.63 | 25.90 | 30.06 | NA | NA | … | … | 16.11 | 11.36 | 6.79 | 10.48 | 25.68 | 5.49 | 30.06 | 5.74 | 13.12 | 3.19 | 8.03 | 10.97 | 8.19 | 6.63 | 10.56 | 11.09 | 12.27 | 22.69 | 38.60 | 9.42 | 6.96 | 6.46 | 6.81 | 11.88 | 17.09 |
| Yield(%) | 0.00 | 11.03 | 8.87 | 6.07 | 7.34 | 8.01 | 7.91 | … | … | 0.00 | 11.90 | 11.67 | 2.23 | 1.39 | 3.27 | 3.78 | 5.73 | 5.45 | 5.49 | 4.55 | 6.32 | 7.19 | 4.83 | 3.77 | 3.11 | 3.62 | 1.62 | 6.31 | 16.91 | 5.99 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/25/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSFAX (GLOBAL FRANCHISE PORTFOLIO CLASS I) |
-7.85%
Feb 2006 – Feb 2009 |
-3.31%
Feb 2004 – Feb 2009 |
6.77%
May 2002 – May 2012 |
7.96%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSFAX (GLOBAL FRANCHISE PORTFOLIO CLASS I) |
27.10%
Feb 2009 – Feb 2012 |
21.19%
Feb 2009 – Feb 2014 |
15.55%
Mar 2009 – Mar 2019 |
13.73%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart