Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSIXF (LifeWorks Inc) | NA | -0.98% | 3.74% | 9.77% | 7.13% | NA | NA | … | … |
Data as of 09/02/2022, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSIXF (LifeWorks Inc) | 10/18/2010 | 09/02/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | -0.98 | 3.74 | 9.77 | 7.13 | NA | NA | … | … | 27.91 | 23.18 | -9.68 | 40.07 | 1.92 | 27.01 | 32.45 | -27.21 | 5.69 | 5.87 | 33.40 | -7.27 | 11.28 |
| Sharpe Ratio | NA | -0.10 | 0.07 | 0.24 | 0.23 | NA | NA | … | … | 0.50 | 2.03 | -0.38 | 1.99 | 0.04 | 1.73 | 1.09 | -1.28 | 1.33 | 1.08 | 1.78 | -0.33 | 2.59 |
| Standard Deviation(%) | NA | 88.54 | 48.26 | 38.23 | 29.40 | NA | NA | … | … | 86.02 | 18.58 | 25.94 | 19.43 | 15.46 | 15.31 | 29.52 | 21.21 | 4.28 | 5.43 | 18.88 | 22.23 | 26.18 |
| Draw Down(%) | NA | 53.62 | 53.62 | 53.62 | 53.62 | NA | NA | … | … | 41.77 | 0.40 | 23.76 | 0.92 | 15.95 | 4.18 | 9.49 | 27.66 | 0.00 | 2.32 | 1.08 | 17.92 | 7.32 |
| Yield(%) | 0.20 | 2.04 | 2.36 | 3.50 | 4.62 | 5.35 | 4.02 | … | … | 2.29 | 1.62 | 2.37 | 3.32 | 3.38 | 3.94 | 5.69 | 3.80 | 5.26 | 5.56 | 7.53 | 7.74 | 2.55 |
Data as of 09/02/2022, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSIXF (LifeWorks Inc) |
-12.93%
May 2019 – May 2022 |
-1.88%
May 2017 – May 2022 |
1.78%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSIXF (LifeWorks Inc) |
29.54%
Feb 2016 – Feb 2019 |
21.27%
Jan 2016 – Jan 2021 |
11.02%
Oct 2011 – Oct 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart