Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MSPCX (GLOBAL DISCOVERY PORTFOLIO CLASS C) | NA | -0.28% | 18.50% | NA | NA | NA | NA | 14.54% |
Data as of 12/31/2018, AR inception is 05/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSPCX (GLOBAL DISCOVERY PORTFOLIO CLASS C) | 05/01/2015 | 12/31/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.28 | 18.50 | NA | NA | NA | NA | 14.54 | -11.49 | 23.89 | 35.03 | -9.69 |
| Sharpe Ratio | NA | -0.63 | 0.78 | NA | NA | NA | NA | 0.46 | -0.67 | 2.84 | 1.84 | -0.83 |
| Standard Deviation(%) | NA | 20.31 | 17.00 | NA | NA | NA | NA | 16.54 | 19.14 | 8.21 | 18.80 | 16.95 |
| Draw Down(%) | NA | 20.72 | 20.72 | NA | NA | NA | NA | 23.36 | 20.72 | 4.07 | 12.70 | 14.95 |
| Yield(%) | 0.00 | 12.98 | 10.41 | 5.79 | 2.90 | 1.93 | 1.45 | 9.65 | 12.98 | 6.52 | 2.46 | 1.10 |
Data as of 12/31/2018, 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 |
|---|---|---|---|---|
| MSPCX (GLOBAL DISCOVERY PORTFOLIO CLASS C) |
15.98%
Jun 2015 - Jun 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 |
|---|---|---|---|---|
| MSPCX (GLOBAL DISCOVERY PORTFOLIO CLASS C) |
22.91%
Sep 2015 - Sep 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart