Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSFBX (GLOBAL FRANCHISE PORTFOLIO CLASS A) | -9.94% | -15.75% | 1.85% | 0.69% | 6.72% | 7.66% | 7.72% | … | … |
Data as of 06/05/2026, Common starting date is 03/26/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSFBX (GLOBAL FRANCHISE PORTFOLIO CLASS A) | 03/26/2002 | 06/05/2026 |
| 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 (%) | -1.19 | -15.75 | 1.85 | 0.69 | 6.72 | 7.66 | 7.72 | … | … | -9.94 | -0.08 | 8.68 | 16.15 | -18.17 | 19.08 | 10.01 | 29.30 | -1.87 | 25.43 | 5.36 | 6.34 | 4.45 | 19.42 | 15.14 | 8.98 | 13.83 | 29.24 | -29.08 | 9.57 | 21.11 | 11.53 | 13.56 | 27.32 | -4.10 |
| Sharpe Ratio | NA | -1.57 | -0.09 | -0.11 | 0.31 | NA | NA | … | … | -1.70 | -0.21 | 0.27 | 1.10 | -0.90 | 1.70 | 0.33 | 2.46 | -0.23 | 3.45 | 0.37 | 0.43 | 0.43 | 1.79 | 1.25 | 0.48 | 0.92 | 1.42 | -0.95 | 0.47 | 1.83 | 1.06 | 1.35 | 2.47 | -0.41 |
| Standard Deviation(%) | NA | 11.71 | 15.05 | 16.09 | 16.44 | NA | NA | … | … | 14.22 | 13.87 | 18.44 | 11.43 | 21.89 | 11.23 | 29.49 | 11.32 | 13.96 | 7.21 | 14.01 | 14.82 | 10.43 | 10.83 | 12.16 | 18.71 | 14.91 | 20.54 | 31.59 | 13.58 | 9.72 | 8.72 | 9.32 | 10.77 | 15.45 |
| Draw Down(%) | NA | 20.76 | 25.34 | 26.03 | 30.08 | NA | NA | … | … | 16.18 | 11.42 | 12.56 | 10.56 | 25.83 | 5.52 | 30.08 | 5.77 | 13.13 | 3.22 | 8.10 | 10.99 | 8.25 | 6.64 | 10.56 | 11.19 | 12.50 | 22.83 | 38.68 | 9.46 | 6.97 | 5.13 | 6.53 | 12.01 | 17.13 |
| Yield(%) | 0.00 | 11.11 | 8.82 | 5.36 | 6.30 | 7.04 | 7.11 | … | … | 0.00 | 11.95 | 11.71 | 2.01 | 0.51 | 0.65 | 0.75 | 5.60 | 5.28 | 5.36 | 4.40 | 6.17 | 6.96 | 4.66 | 3.61 | 2.90 | 3.08 | 1.49 | 6.11 | 16.84 | 6.46 | 7.86 | 7.90 | 0.79 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/26/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSFBX (GLOBAL FRANCHISE PORTFOLIO CLASS A) |
-7.88%
Feb 2006 – Feb 2009 |
-0.53%
Feb 2004 – Feb 2009 |
6.76%
Mar 2016 – Mar 2026 |
7.32%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSFBX (GLOBAL FRANCHISE PORTFOLIO CLASS A) |
26.61%
Feb 2009 – Feb 2012 |
20.78%
Feb 2009 – Feb 2014 |
15.21%
Mar 2009 – Mar 2019 |
12.98%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart