Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSHOX (Morgan Stanley Institutional Fund Inc. Permanence Portfolio Class C) | 4.16% | 8.63% | 13.05% | 8.58% | 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 |
|---|---|---|
| MSHOX (Morgan Stanley Institutional Fund Inc. Permanence Portfolio Class C) | 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 (%) | 2.24 | 8.63 | 13.05 | 8.58 | NA | NA | NA | … | … | 4.16 | 16.94 | 12.70 | 25.21 | -21.45 | 15.41 | 60.23 |
| Sharpe Ratio | NA | 0.50 | 0.64 | 0.32 | NA | NA | NA | … | … | 0.54 | 0.71 | 0.61 | 1.26 | -0.84 | 1.05 | 3.57 |
| Standard Deviation(%) | NA | 17.53 | 17.70 | 19.65 | NA | NA | NA | … | … | 20.78 | 19.94 | 14.76 | 17.20 | 27.27 | 14.71 | 24.31 |
| Draw Down(%) | NA | 10.83 | 17.48 | 30.84 | NA | NA | NA | … | … | 10.83 | 16.72 | 8.54 | 17.48 | 29.10 | 9.37 | 9.21 |
| Yield(%) | 0.00 | 14.89 | 12.84 | 10.39 | 8.99 | 5.99 | 4.49 | … | … | 0.00 | 16.62 | 13.60 | 11.86 | 1.93 | 17.60 | 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 |
|---|---|---|---|---|
| MSHOX (Morgan Stanley Institutional Fund Inc. Permanence Portfolio Class C) |
1.75%
Oct 2021 – Oct 2024 |
7.83%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSHOX (Morgan Stanley Institutional Fund Inc. Permanence Portfolio Class C) |
22.50%
Sep 2022 – Sep 2025 |
13.38%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart