Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSKLX (MID CAP GROWTH PORTFOLIO CLASS L) | 3.98% | 2.65% | 24.64% | -4.42% | 13.71% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/18/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSKLX (MID CAP GROWTH PORTFOLIO CLASS L) | 06/18/2012 | 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 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.78 | 2.65 | 24.64 | -4.42 | 13.71 | NA | NA | … | … | 3.98 | 16.45 | 41.30 | 45.56 | -63.72 | -13.42 | 140.80 | 38.63 | 11.44 | 38.02 | -14.19 | -6.42 | 0.30 | 37.34 | 2.39 |
| Sharpe Ratio | NA | 0.19 | 0.86 | -0.16 | 0.37 | NA | NA | … | … | 0.49 | 0.43 | 1.34 | 1.22 | -1.03 | -0.40 | 3.40 | 1.56 | 0.37 | 3.04 | -0.84 | -0.41 | 0.02 | 2.93 | 0.32 |
| Standard Deviation(%) | NA | 27.70 | 30.58 | 40.12 | 34.51 | NA | NA | … | … | 31.27 | 32.39 | 28.03 | 34.63 | 63.41 | 33.66 | 41.13 | 23.87 | 27.64 | 12.34 | 17.24 | 15.57 | 17.71 | 12.73 | 14.10 |
| Draw Down(%) | NA | 27.78 | 28.55 | 73.35 | 75.75 | NA | NA | … | … | 20.18 | 28.55 | 13.22 | 25.20 | 65.23 | 33.06 | 36.62 | 18.03 | 26.85 | 4.34 | 21.81 | 16.49 | 18.25 | 5.65 | 8.51 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 7.59 | 13.61 | 10.33 | 7.74 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 35.99 | 24.90 | 21.20 | 27.75 | 47.22 | 39.40 | 11.78 | 14.49 | 7.79 | 3.70 |
Data as of 06/04/2026, Common starting date is 06/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSKLX (MID CAP GROWTH PORTFOLIO CLASS L) |
-27.21%
Jan 2021 – Jan 2024 |
-9.26%
Feb 2021 – Feb 2026 |
4.31%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSKLX (MID CAP GROWTH PORTFOLIO CLASS L) |
56.10%
Feb 2018 – Feb 2021 |
42.05%
Feb 2016 – Feb 2021 |
14.20%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
