Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSPDX (STRATEGIC INCOME PORTFOLIO CLASS C) | NA | -3.57% | -3.87% | -1.01% | NA | NA | NA | … | … |
Data as of 04/22/2022, Common starting date is 05/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSPDX (STRATEGIC INCOME PORTFOLIO CLASS C) | 05/01/2015 | 04/22/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.57 | -3.87 | -1.01 | NA | NA | NA | … | … | -3.74 | -11.98 | 1.54 | 2.56 | 3.74 | 5.91 | 2.79 | -2.39 |
| Sharpe Ratio | NA | -2.64 | -0.50 | -0.24 | NA | NA | NA | … | … | -6.77 | -0.93 | 0.18 | 0.82 | 0.29 | 3.35 | 0.89 | -1.32 |
| Standard Deviation(%) | NA | 1.39 | 8.56 | 6.71 | NA | NA | NA | … | … | 1.77 | 12.96 | 7.14 | 1.39 | 8.41 | 1.58 | 2.90 | 2.70 |
| Draw Down(%) | NA | 4.48 | 17.28 | 17.28 | NA | NA | NA | … | … | 3.74 | 12.08 | 17.28 | 1.03 | 3.76 | 0.50 | 4.59 | 3.20 |
| Yield(%) | 0.00 | 0.90 | 1.58 | 2.05 | 1.39 | 0.93 | 0.70 | … | … | 0.13 | 1.18 | 2.25 | 1.44 | 4.27 | 1.06 | 1.20 | 2.48 |
Data as of 04/22/2022, 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 |
|---|---|---|---|---|
| MSPDX (STRATEGIC INCOME PORTFOLIO CLASS C) |
-3.69%
Mar 2019 – Mar 2022 |
-0.96%
Mar 2017 – Mar 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSPDX (STRATEGIC INCOME PORTFOLIO CLASS C) |
4.74%
Feb 2016 – Feb 2019 |
3.08%
Dec 2015 – Dec 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart