Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSHPX (Morgan Stanley Institutional Fund Inc. Permanence Portfolio Class IS) | 4.60% | 9.83% | 14.35% | 9.83% | 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 |
|---|---|---|
| MSHPX (Morgan Stanley Institutional Fund Inc. Permanence Portfolio Class IS) | 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 (%) | 2.17 | 9.83 | 14.35 | 9.83 | NA | NA | NA | … | … | 4.60 | 18.29 | 14.03 | 26.57 | -20.47 | 16.84 | 61.58 |
| Sharpe Ratio | NA | 0.57 | 0.71 | 0.38 | NA | NA | NA | … | … | 0.60 | 0.77 | 0.71 | 1.35 | -0.80 | 1.14 | 3.67 |
| Standard Deviation(%) | NA | 17.46 | 17.66 | 19.65 | NA | NA | NA | … | … | 20.69 | 19.97 | 14.68 | 17.17 | 27.34 | 14.71 | 24.25 |
| Draw Down(%) | NA | 10.62 | 17.18 | 30.17 | NA | NA | NA | … | … | 10.62 | 16.63 | 8.50 | 17.18 | 28.48 | 9.33 | 9.10 |
| Yield(%) | 0.00 | 14.78 | 13.16 | 10.79 | 9.42 | 6.28 | 4.71 | … | … | 0.00 | 16.58 | 14.57 | 11.53 | 2.20 | 18.04 | 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 |
|---|---|---|---|---|
| MSHPX (Morgan Stanley Institutional Fund Inc. Permanence Portfolio Class IS) |
2.92%
Oct 2021 – Oct 2024 |
9.06%
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 |
|---|---|---|---|---|
| MSHPX (Morgan Stanley Institutional Fund Inc. Permanence Portfolio Class IS) |
23.92%
Sep 2022 – Sep 2025 |
14.69%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart