Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MSFLX (GLOBAL FRANCHISE PORTFOLIO CLASS L) | 6.06% | 10.89% | 9.28% | 6.28% | 8.47% | NA | NA | 8.93% |
Data as of 07/11/2025, AR inception is 05/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSFLX (GLOBAL FRANCHISE PORTFOLIO CLASS L) | 05/01/2012 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.95 | 10.89 | 9.28 | 6.28 | 8.47 | NA | NA | 8.93 | 6.06 | -2.72 | 14.27 | -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 | 0.55 | 0.41 | 0.27 | 0.45 | NA | NA | 0.51 | 0.52 | -0.64 | 0.88 | -0.92 | 1.65 | 0.31 | 2.41 | -0.26 | 3.39 | 0.33 | 0.39 | 0.38 | 1.72 | 0.25 |
| Standard Deviation(%) | NA | 13.98 | 14.47 | 14.73 | 15.98 | NA | NA | 15.03 | 17.03 | 14.66 | 11.53 | 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 | 11.46 | 17.08 | 26.33 | 30.12 | NA | NA | 30.12 | 11.46 | 13.17 | 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 | 10.78 | 4.32 | 2.75 | 4.18 | 4.30 | 3.22 | 4.96 | 0.00 | 11.24 | 0.21 | 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 07/11/2025, AR inception 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) |
0.20%
Dec 2021 - Dec 2024 |
5.41%
Apr 2019 - Apr 2024 |
7.37%
Oct 2013 - Oct 2023 |
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