Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSFIX (The Multi-Strategy Growth & Income Fund) | NA | -3.11% | -0.21% | 5.24% | NA | NA | NA | … | … |
Data as of 12/16/2014, Common starting date is 07/24/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSFIX (The Multi-Strategy Growth & Income Fund) | 07/24/2006 | 12/16/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.77 | -3.11 | -0.21 | 5.24 | NA | NA | NA | … | … | 38.66 | -29.88 | 2.21 | 20.62 | 8.45 | 3.96 | 10.88 | 6.91 | 3.00 |
| Sharpe Ratio | NA | 0.96 | -0.01 | 0.11 | NA | NA | NA | … | … | 0.39 | -1.07 | 0.35 | 1.51 | 0.68 | 0.27 | 0.78 | 0.50 | 0.61 |
| Standard Deviation(%) | NA | 40.15 | 48.07 | 47.20 | NA | NA | NA | … | … | 53.61 | 73.37 | 6.24 | 13.68 | 12.25 | 14.28 | 12.77 | 7.76 | 5.77 |
| Draw Down(%) | NA | 4.29 | 30.24 | 30.24 | NA | NA | NA | … | … | 4.29 | 29.88 | 5.01 | 5.51 | 9.67 | 8.97 | 13.23 | 6.10 | 3.74 |
| Yield(%) | 0.00 | 0.00 | 1.18 | 4.35 | 3.83 | 2.55 | 1.92 | … | … | 0.00 | 0.00 | 0.98 | 6.28 | 8.58 | 10.23 | 5.31 | 4.74 | 0.00 |
Data as of 12/16/2014, Common starting date is 07/24/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSFIX (The Multi-Strategy Growth & Income Fund) |
-2.60%
Mar 2010 – Mar 2013 |
1.12%
Mar 2008 – Mar 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSFIX (The Multi-Strategy Growth & Income Fund) |
17.74%
Oct 2008 – Oct 2011 |
10.81%
Jun 2007 – Jun 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart