Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSFLX (GLOBAL FRANCHISE PORTFOLIO CLASS L) | -10.18% | -16.26% | 1.30% | 0.16% | 6.19% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSFLX (GLOBAL FRANCHISE PORTFOLIO CLASS L) | 05/01/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.24 | -16.26 | 1.30 | 0.16 | 6.19 | NA | NA | … | … | -10.18 | -0.62 | 8.12 | 15.56 | -18.57 | 18.50 | 9.45 | 28.62 | -2.28 | 24.98 | 4.82 | 5.73 | 4.00 | 18.79 | 2.09 |
| Sharpe Ratio | NA | -1.53 | -0.12 | -0.15 | 0.30 | NA | NA | … | … | -1.65 | -0.25 | 0.46 | 1.05 | -0.92 | 1.65 | 0.31 | 2.40 | -0.26 | 3.39 | 0.33 | 0.38 | 0.38 | 1.72 | 0.25 |
| Standard Deviation(%) | NA | 11.52 | 12.02 | 14.46 | 15.67 | NA | NA | … | … | 14.06 | 13.89 | 9.85 | 11.42 | 21.87 | 11.18 | 29.50 | 11.31 | 13.96 | 7.21 | 14.04 | 14.80 | 10.43 | 10.89 | 12.60 |
| Draw Down(%) | NA | 21.10 | 21.10 | 26.33 | 30.12 | NA | NA | … | … | 16.26 | 11.46 | 6.85 | 10.66 | 26.10 | 5.54 | 30.12 | 5.75 | 13.14 | 3.23 | 8.19 | 11.05 | 8.34 | 6.71 | 9.67 |
| Yield(%) | 0.00 | 11.00 | 8.45 | 4.95 | 5.69 | 5.85 | 4.38 | … | … | 0.00 | 11.80 | 11.24 | 1.48 | 0.09 | 0.09 | 0.22 | 4.96 | 4.73 | 4.88 | 3.76 | 5.63 | 6.53 | 4.15 | 3.09 |
Data as of 06/05/2026, Common starting date is 05/01/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSFLX (GLOBAL FRANCHISE PORTFOLIO CLASS L) |
0.58%
Dec 2021 – Dec 2024 |
0.36%
May 2021 – May 2026 |
6.24%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSFLX (GLOBAL FRANCHISE PORTFOLIO CLASS L) |
18.60%
Dec 2018 – Dec 2021 |
15.30%
Dec 2016 – Dec 2021 |
9.57%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart