Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MSIPX (GLOBAL FIXED INCOME OPPORTUNITIES FUND CLASS C) | 3.47% | 6.13% | 5.57% | 2.21% | 2.69% | NA | NA | 2.56% |
Data as of 07/16/2025, AR inception is 05/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSIPX (GLOBAL FIXED INCOME OPPORTUNITIES FUND CLASS C) | 05/01/2015 | 07/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | 6.13 | 5.57 | 2.21 | 2.69 | NA | NA | 2.56 | 3.47 | 5.82 | 7.31 | -7.52 | -0.99 | 3.97 | 8.87 | -0.76 | 6.56 | 3.94 | -3.76 |
| Sharpe Ratio | NA | 1.15 | 0.70 | 0.07 | 0.45 | NA | NA | 0.39 | 1.26 | -0.28 | 0.88 | -3.05 | -0.64 | 0.75 | 4.05 | -1.13 | 3.51 | 1.25 | -2.33 |
| Standard Deviation(%) | NA | 2.72 | 3.08 | 2.72 | 2.86 | NA | NA | 2.86 | 2.96 | 2.72 | 3.48 | 2.93 | 1.57 | 5.00 | 1.84 | 1.84 | 1.70 | 2.98 | 2.40 |
| Draw Down(%) | NA | 1.60 | 4.28 | 10.86 | 12.10 | NA | NA | 12.10 | 1.60 | 1.31 | 2.27 | 9.84 | 1.47 | 12.10 | 0.87 | 2.00 | 0.55 | 3.17 | 4.03 |
| Yield(%) | 0.00 | 4.05 | 4.46 | 3.35 | 3.18 | 2.12 | 1.59 | 3.18 | 1.69 | 4.49 | 3.91 | 4.27 | 2.47 | 2.12 | 3.04 | 4.02 | 2.26 | 2.59 | 2.72 |
Data as of 07/16/2025, AR inception is 05/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSIPX (GLOBAL FIXED INCOME OPPORTUNITIES FUND CLASS C) |
-2.00%
Oct 2019 - Oct 2022 |
0.35%
Oct 2017 - Oct 2022 |
2.75%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSIPX (GLOBAL FIXED INCOME OPPORTUNITIES FUND CLASS C) |
5.64%
Jun 2022 - Jun 2025 |
4.73%
Jan 2016 - Jan 2021 |
2.75%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart