Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSHMX (Morgan Stanley Institutional Fund Inc. Permanence Portfolio Class I) | 4.53% | 29.74% | 30.48% | 18.85% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSHMX (Morgan Stanley Institutional Fund Inc. Permanence Portfolio Class I) | 04/01/2020 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.18 | 29.74 | 30.48 | 18.85 | NA | NA | NA | … | … | 4.53 | 39.95 | 27.97 | 41.72 | -20.53 | 16.75 | 61.59 |
| Sharpe Ratio | NA | 1.22 | 1.28 | 0.73 | NA | NA | NA | … | … | 0.59 | 1.40 | 1.26 | 1.84 | -0.81 | 1.14 | 3.67 |
| Standard Deviation(%) | NA | 24.87 | 22.71 | 22.52 | NA | NA | NA | … | … | 20.79 | 26.65 | 19.34 | 20.88 | 27.22 | 14.69 | 24.26 |
| Draw Down(%) | NA | 10.64 | 17.26 | 30.20 | NA | NA | NA | … | … | 10.64 | 16.65 | 8.51 | 17.26 | 28.50 | 9.34 | 9.17 |
| Yield(%) | 0.00 | 28.90 | 25.13 | 17.07 | 14.39 | 9.59 | 7.19 | … | … | 0.00 | 32.44 | 26.17 | 23.08 | 2.16 | 18.01 | 8.95 |
Data as of 06/03/2026, Common starting date is 04/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSHMX (Morgan Stanley Institutional Fund Inc. Permanence Portfolio Class I) |
4.28%
Oct 2020 – Oct 2023 |
15.64%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSHMX (Morgan Stanley Institutional Fund Inc. Permanence Portfolio Class I) |
36.41%
Dec 2022 – Dec 2025 |
20.30%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart