Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MSGUX (GROWTH PORTFOLIO CLASS C) | 19.98% | 76.28% | 29.26% | 5.84% | 14.21% | NA | NA | 14.83% |
Data as of 07/25/2025, AR inception is 05/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSGUX (GROWTH PORTFOLIO CLASS C) | 05/01/2015 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.04 | 76.28 | 29.26 | 5.84 | 14.21 | NA | NA | 14.83 | 19.98 | 45.20 | 48.74 | -67.27 | -23.22 | 92.59 | 21.87 | 6.62 | 42.46 | -3.00 | 2.76 |
| Sharpe Ratio | NA | 2.10 | 0.73 | 0.10 | 0.39 | NA | NA | 0.40 | 0.91 | 1.41 | 1.40 | -1.08 | -0.55 | 2.28 | 0.95 | 0.21 | 3.68 | -0.18 | 0.22 |
| Standard Deviation(%) | NA | 34.79 | 35.63 | 39.91 | 32.76 | NA | NA | 32.45 | 38.86 | 27.39 | 32.15 | 63.55 | 42.19 | 40.33 | 21.55 | 25.03 | 11.43 | 17.64 | 18.87 |
| Draw Down(%) | NA | 32.62 | 34.95 | 69.82 | 69.82 | NA | NA | 69.82 | 32.62 | 13.21 | 23.94 | 68.57 | 40.33 | 32.98 | 16.19 | 24.90 | 4.16 | 19.35 | 14.50 |
| Yield(%) | 0.00 | 0.00 | 5.08 | 9.43 | 13.05 | 9.16 | 6.87 | 13.74 | 0.00 | 0.00 | 0.00 | 7.32 | 23.01 | 20.83 | 13.40 | 8.66 | 26.55 | 11.94 | 7.56 |
Data as of 07/25/2025, AR inception is 05/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSGUX (GROWTH PORTFOLIO CLASS C) |
-19.84%
Jun 2021 - Jun 2024 |
0.87%
Sep 2018 - Sep 2023 |
14.65%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSGUX (GROWTH PORTFOLIO CLASS C) |
41.00%
Oct 2018 - Oct 2021 |
36.09%
Feb 2016 - Feb 2021 |
14.65%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart