Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MSOPX (GLOBAL OPPORTUNITY PORTFOLIO CLASS C) | 15.00% | 29.84% | 29.58% | 9.56% | 13.49% | NA | NA | 13.90% |
Data as of 07/14/2025, AR inception is 05/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSOPX (GLOBAL OPPORTUNITY PORTFOLIO CLASS C) | 05/01/2015 | 07/14/2025 |
| 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 (%) | -1.27 | 29.84 | 29.58 | 9.56 | 13.49 | NA | NA | 13.90 | 15.00 | 14.05 | 44.61 | -54.15 | -6.04 | 52.04 | 34.03 | -6.60 | 47.92 | 0.05 | 4.27 |
| Sharpe Ratio | NA | 1.16 | 1.06 | 0.27 | 0.54 | NA | NA | 0.54 | 1.00 | 0.39 | 2.10 | -1.19 | -0.30 | 1.64 | 2.32 | -0.41 | 5.40 | -0.01 | 0.35 |
| Standard Deviation(%) | NA | 22.40 | 23.33 | 25.60 | 22.67 | NA | NA | 22.55 | 26.66 | 19.21 | 19.36 | 46.91 | 19.97 | 31.49 | 14.09 | 19.36 | 8.80 | 15.92 | 18.52 |
| Draw Down(%) | NA | 21.41 | 25.27 | 52.38 | 52.38 | NA | NA | 52.38 | 21.41 | 14.45 | 15.18 | 55.19 | 18.72 | 27.25 | 7.86 | 24.13 | 3.61 | 14.37 | 14.19 |
| Yield(%) | 0.00 | 11.35 | 12.94 | 6.88 | 7.98 | 5.52 | 4.14 | 8.28 | 0.00 | 13.00 | 3.57 | 12.07 | 5.15 | 1.89 | 0.00 | 0.78 | 0.60 | 7.09 | 1.35 |
Data as of 07/14/2025, 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 |
|---|---|---|---|---|
| MSOPX (GLOBAL OPPORTUNITY PORTFOLIO CLASS C) |
-6.68%
Oct 2020 - Oct 2023 |
2.04%
Dec 2017 - Dec 2022 |
13.88%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSOPX (GLOBAL OPPORTUNITY PORTFOLIO CLASS C) |
29.93%
Jun 2022 - Jun 2025 |
26.35%
Feb 2016 - Feb 2021 |
13.88%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart