Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSIBX (ACTIVE INTERNATIONAL ALLOCATION PORTFOLIO CLASS A) | 16.48% | 33.06% | 21.00% | 5.48% | 9.08% | 6.24% | 5.35% | … | … |
Data as of 06/03/2026, Common starting date is 07/01/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSIBX (ACTIVE INTERNATIONAL ALLOCATION PORTFOLIO CLASS A) | 07/01/1996 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.39 | 33.06 | 21.00 | 5.48 | 9.08 | 6.24 | 5.35 | … | … | 16.48 | 37.87 | 6.88 | 12.14 | -22.55 | -4.89 | 30.10 | 22.00 | -15.39 | 24.12 | -1.04 | -1.94 | -6.68 | 20.96 | 17.05 | -14.74 | 8.68 | 26.98 | -39.45 | 14.96 | 23.95 | 14.68 | 16.52 | 33.13 | -13.28 | -17.80 | -24.31 | 20.39 | 17.88 | -2.47 | -2.64 |
| Sharpe Ratio | NA | 2.06 | 1.16 | 0.15 | 0.41 | NA | NA | … | … | 2.10 | 2.45 | 0.23 | 0.58 | -0.92 | -0.27 | 0.98 | 1.91 | -1.26 | 3.06 | -0.07 | -0.12 | -0.56 | 1.65 | 1.09 | -0.57 | 0.40 | 0.98 | -1.05 | 0.66 | 1.37 | 1.21 | 1.14 | 2.26 | -0.77 | -1.38 | -1.67 | 1.00 | 0.84 | -0.41 | -0.93 |
| Standard Deviation(%) | NA | 14.42 | 15.05 | 18.15 | 18.05 | NA | NA | … | … | 18.60 | 14.37 | 14.32 | 14.87 | 26.11 | 18.35 | 30.33 | 10.73 | 13.37 | 7.69 | 18.36 | 16.54 | 11.89 | 12.72 | 15.77 | 26.15 | 21.67 | 27.35 | 38.24 | 18.10 | 15.04 | 10.28 | 13.66 | 14.35 | 18.86 | 14.88 | 17.08 | 16.93 | 17.15 | 14.82 | 9.48 |
| Draw Down(%) | NA | 10.58 | 13.83 | 41.78 | 41.78 | NA | NA | … | … | 10.58 | 11.75 | 10.11 | 13.83 | 32.72 | 18.14 | 30.11 | 8.08 | 23.77 | 2.47 | 13.07 | 17.18 | 14.14 | 10.38 | 15.52 | 26.28 | 19.13 | 27.44 | 50.54 | 13.40 | 17.02 | 7.06 | 10.17 | 14.36 | 23.84 | 27.09 | 27.48 | 7.98 | 21.24 | 16.44 | 6.82 |
| Yield(%) | 0.00 | 12.78 | 7.42 | 3.45 | 3.60 | 2.83 | 3.05 | … | … | 0.00 | 15.42 | 3.25 | 3.26 | 0.32 | 0.85 | 0.05 | 1.11 | 1.07 | 1.85 | 1.95 | 0.57 | 2.15 | 2.71 | 1.23 | 1.57 | 1.81 | 2.76 | 4.57 | 9.13 | 2.34 | 0.99 | 1.87 | 1.85 | 2.30 | 0.97 | 0.87 | 0.85 | 2.80 | 6.42 | 6.40 |
Data as of 06/03/2026, Common starting date is 07/01/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSIBX (ACTIVE INTERNATIONAL ALLOCATION PORTFOLIO CLASS A) |
-20.08%
Mar 2000 – Mar 2003 |
-9.41%
Mar 1998 – Mar 2003 |
-2.04%
Feb 1999 – Feb 2009 |
-0.20%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSIBX (ACTIVE INTERNATIONAL ALLOCATION PORTFOLIO CLASS A) |
28.23%
Mar 2003 – Mar 2006 |
22.31%
Oct 2002 – Oct 2007 |
9.61%
Feb 2016 – Feb 2026 |
8.06%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart