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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
MSMUX (GLOBAL MULTI-ASSET INCOME PORTFOLIO CLASS IS) NA 4.45% 4.19% NA NA NA NA 2.90%
Data as of 02/03/2020, AR inception is 05/01/2015
More Performance Analytics Comparison
Name Start Date End Date
MSMUX (GLOBAL MULTI-ASSET INCOME PORTFOLIO CLASS IS) 05/01/2015 02/03/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2020 2019 2018 2017 2016 2015
Annualized Return (%) 0.00 4.45 4.19 NA NA NA NA 2.90 0.00 6.23 -2.85 11.64 4.09 -6.18
Sharpe Ratio NA 0.15 0.58 NA NA NA NA 0.30 0.00 1.20 -0.54 2.89 0.62 -1.46
Standard Deviation(%) NA 3.69 5.45 NA NA NA NA 5.72 NA 4.00 7.75 3.82 6.22 6.23
Draw Down(%) NA 3.98 7.29 NA NA NA NA 9.88 0.00 3.98 7.29 1.18 4.85 7.86
Yield(%) 0.00 1.21 2.07 1.85 0.92 0.62 0.46 2.31 0.00 1.26 3.55 1.10 1.73 1.72
Data as of 02/03/2020, 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
MSMUX (GLOBAL MULTI-ASSET INCOME PORTFOLIO CLASS IS) 2.66%
Oct 2015 - Oct 2018
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MSMUX (GLOBAL MULTI-ASSET INCOME PORTFOLIO CLASS IS) 5.12%
Jan 2016 - Jan 2019
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart