Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSHDX (HIGH YIELD PORTFOLIO CLASS C) | 0.35% | 6.29% | 7.14% | 3.25% | 5.15% | NA | NA | … | … |
Data as of 02/03/2026, Common starting date is 05/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSHDX (HIGH YIELD PORTFOLIO CLASS C) | 05/01/2015 | 02/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.29 | 7.14 | 3.25 | 5.15 | NA | NA | … | … | 0.35 | 6.79 | 7.49 | 12.31 | -12.56 | 4.44 | 2.15 | 12.70 | -3.25 | 6.89 | 14.19 | -7.21 |
| Sharpe Ratio | NA | 1.04 | 1.10 | 0.21 | 0.76 | NA | NA | … | … | 1.09 | 1.15 | 1.51 | 1.90 | -2.14 | 2.18 | 0.19 | 4.38 | -1.78 | 3.56 | 2.98 | -3.09 |
| Standard Deviation(%) | NA | 3.33 | 3.44 | 4.18 | 4.70 | NA | NA | … | … | 1.32 | 3.41 | 2.56 | 4.59 | 6.56 | 2.03 | 9.82 | 2.57 | 2.61 | 1.76 | 4.69 | 3.43 |
| Draw Down(%) | NA | 4.60 | 4.60 | 15.72 | 21.41 | NA | NA | … | … | 0.23 | 4.60 | 1.42 | 3.68 | 15.56 | 1.89 | 21.41 | 1.23 | 6.44 | 1.64 | 4.74 | 8.07 |
| Yield(%) | 0.00 | 5.95 | 5.90 | 4.82 | 5.54 | 3.49 | 2.61 | … | … | 0.00 | 5.99 | 6.27 | 5.97 | 4.27 | 4.48 | 4.73 | 5.61 | 5.23 | 5.73 | 6.17 | 4.34 |
Data as of 02/03/2026, Common starting date is 05/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSHDX (HIGH YIELD PORTFOLIO CLASS C) |
-2.56%
Sep 2019 – Sep 2022 |
-0.09%
Sep 2017 – Sep 2022 |
3.72%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSHDX (HIGH YIELD PORTFOLIO CLASS C) |
9.60%
Sep 2022 – Sep 2025 |
6.99%
Feb 2016 – Feb 2021 |
5.09%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart