Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSIAX (INTERNATIONAL ADVANTAGE PORTFOLIO CLASS C) | 0.65% | 0.77% | 6.91% | -1.01% | 8.97% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSIAX (INTERNATIONAL ADVANTAGE PORTFOLIO CLASS C) | 05/01/2015 | 06/04/2026 |
| 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 (%) | 0.45 | 0.77 | 6.91 | -1.01 | 8.97 | NA | NA | … | … | 0.65 | 15.16 | 5.86 | 17.20 | -38.17 | 10.83 | 31.03 | 28.72 | -6.18 | 43.15 | 1.38 | -2.77 |
| Sharpe Ratio | NA | -0.04 | 0.19 | -0.17 | 0.39 | NA | NA | … | … | -0.05 | 0.65 | -0.05 | 0.75 | -1.24 | 0.67 | 1.10 | 2.54 | -0.53 | 5.59 | 0.08 | -0.25 |
| Standard Deviation(%) | NA | 18.04 | 18.20 | 21.31 | 19.16 | NA | NA | … | … | 22.61 | 19.21 | 15.88 | 17.50 | 32.09 | 16.10 | 27.98 | 10.73 | 14.19 | 7.64 | 15.36 | 16.49 |
| Draw Down(%) | NA | 15.63 | 23.34 | 48.47 | 48.47 | NA | NA | … | … | 15.63 | 17.04 | 10.04 | 23.34 | 45.30 | 10.38 | 27.91 | 7.04 | 19.07 | 2.62 | 11.74 | 12.51 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.84 | 1.71 | 1.84 | 1.38 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 3.08 | 1.19 | 0.06 | 0.16 | 1.68 | 2.94 | 1.75 | 12.99 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| MSIAX (INTERNATIONAL ADVANTAGE PORTFOLIO CLASS C) |
-7.71%
Jul 2021 – Jul 2024 |
-1.30%
Mar 2021 – Mar 2026 |
8.20%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSIAX (INTERNATIONAL ADVANTAGE PORTFOLIO CLASS C) |
23.63%
Dec 2018 – Dec 2021 |
20.47%
Dec 2016 – Dec 2021 |
10.08%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart