Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSPRX (ADVANTAGE PORTFOLIO CLASS C) | -4.49% | -1.96% | 18.77% | -0.77% | 10.75% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSPRX (ADVANTAGE PORTFOLIO CLASS C) | 05/01/2015 | 06/03/2026 |
| 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 (%) | 2.54 | -1.96 | 18.77 | -0.77 | 10.75 | NA | NA | … | … | -4.49 | 21.08 | 34.83 | 44.64 | -54.69 | -5.92 | 73.11 | 26.40 | 2.64 | 30.77 | 0.01 | -4.64 |
| Sharpe Ratio | NA | -0.01 | 0.73 | -0.09 | 0.32 | NA | NA | … | … | -0.26 | 0.64 | 1.35 | 1.44 | -0.99 | -0.22 | 2.04 | 1.64 | 0.06 | 3.44 | -0.01 | -0.37 |
| Standard Deviation(%) | NA | 24.43 | 26.55 | 35.09 | 29.29 | NA | NA | … | … | 28.94 | 28.96 | 23.14 | 28.84 | 56.83 | 26.47 | 35.54 | 15.25 | 20.83 | 8.78 | 14.17 | 18.45 |
| Draw Down(%) | NA | 24.78 | 27.23 | 64.32 | 64.32 | NA | NA | … | … | 17.84 | 27.23 | 14.94 | 24.95 | 56.79 | 20.70 | 28.49 | 9.54 | 20.00 | 4.36 | 13.68 | 11.93 |
| Yield(%) | 0.00 | 0.00 | 0.32 | 5.78 | 10.14 | 6.37 | 4.78 | … | … | 0.00 | 0.00 | 0.88 | 0.00 | 11.29 | 19.26 | 8.89 | 3.49 | 6.35 | 9.20 | 0.56 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| MSPRX (ADVANTAGE PORTFOLIO CLASS C) |
-17.63%
Oct 2020 – Oct 2023 |
-3.27%
Feb 2021 – Feb 2026 |
9.95%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSPRX (ADVANTAGE PORTFOLIO CLASS C) |
32.54%
Sep 2022 – Sep 2025 |
27.13%
Feb 2016 – Feb 2021 |
11.91%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart