Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSOCX (INTERNATIONAL OPPORTUNITY PORTFOLIO CLASS C) | 7.13% | 5.28% | 12.88% | -3.09% | 9.01% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSOCX (INTERNATIONAL OPPORTUNITY PORTFOLIO CLASS C) | 05/01/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.67 | 5.28 | 12.88 | -3.09 | 9.01 | NA | NA | … | … | 7.13 | 12.58 | 18.06 | 19.83 | -49.54 | -8.38 | 53.53 | 33.87 | -13.01 | 51.77 | -1.71 | -2.17 |
| Sharpe Ratio | NA | 0.18 | 0.51 | -0.23 | 0.34 | NA | NA | … | … | 0.59 | 0.52 | 0.72 | 0.84 | -1.24 | -0.40 | 1.83 | 2.34 | -0.81 | 5.89 | -0.12 | -0.18 |
| Standard Deviation(%) | NA | 19.51 | 18.81 | 24.68 | 21.99 | NA | NA | … | … | 25.52 | 19.03 | 15.97 | 18.70 | 41.33 | 20.90 | 29.00 | 13.89 | 17.74 | 8.72 | 16.32 | 17.73 |
| Draw Down(%) | NA | 18.86 | 19.67 | 57.17 | 61.54 | NA | NA | … | … | 16.70 | 17.07 | 8.40 | 19.67 | 51.79 | 25.64 | 28.44 | 8.39 | 26.23 | 3.42 | 14.48 | 14.84 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.34 | 2.17 | 1.57 | 1.18 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 5.20 | 2.14 | 0.39 | 0.00 | 0.22 | 2.55 | 0.00 | 3.08 |
Data as of 06/04/2026, Common starting date is 05/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSOCX (INTERNATIONAL OPPORTUNITY PORTFOLIO CLASS C) |
-15.43%
Jan 2021 – Jan 2024 |
-5.90%
Mar 2021 – Mar 2026 |
7.43%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSOCX (INTERNATIONAL OPPORTUNITY PORTFOLIO CLASS C) |
25.99%
Oct 2018 – Oct 2021 |
25.87%
Feb 2016 – Feb 2021 |
9.52%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart