Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSPTX (GLOBAL ADVANTAGE PORTFOLIO CLASS C) | -1.18% | 1.99% | 24.29% | -0.76% | 11.60% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSPTX (GLOBAL 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 (%) | 0.89 | 1.99 | 24.29 | -0.76 | 11.60 | NA | NA | … | … | -1.18 | 18.49 | 46.51 | 49.15 | -58.07 | -14.05 | 93.07 | 29.98 | -6.77 | 40.02 | -0.94 | -2.79 |
| Sharpe Ratio | NA | 0.16 | 0.82 | -0.08 | 0.33 | NA | NA | … | … | 0.10 | 0.46 | 1.59 | 1.49 | -1.03 | -0.48 | 2.52 | 1.85 | -0.40 | 4.51 | -0.08 | -0.25 |
| Standard Deviation(%) | NA | 28.45 | 30.60 | 37.70 | 31.17 | NA | NA | … | … | 32.36 | 34.65 | 27.05 | 30.80 | 58.16 | 29.17 | 36.69 | 15.38 | 20.27 | 8.76 | 14.70 | 16.77 |
| Draw Down(%) | NA | 28.87 | 31.94 | 67.42 | 69.25 | NA | NA | … | … | 20.51 | 31.94 | 12.39 | 24.63 | 59.63 | 28.03 | 30.01 | 10.70 | 23.57 | 3.40 | 14.20 | 14.64 |
| Yield(%) | 0.00 | 0.00 | 0.36 | 7.36 | 12.63 | 7.83 | 5.87 | … | … | 0.00 | 0.00 | 0.97 | 0.00 | 0.05 | 33.72 | 7.02 | 3.03 | 4.32 | 14.77 | 2.24 | 6.66 |
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 |
|---|---|---|---|---|
| MSPTX (GLOBAL ADVANTAGE PORTFOLIO CLASS C) |
-20.22%
Oct 2020 – Oct 2023 |
-4.60%
Feb 2021 – Feb 2026 |
10.36%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSPTX (GLOBAL ADVANTAGE PORTFOLIO CLASS C) |
36.40%
Sep 2022 – Sep 2025 |
30.05%
Feb 2016 – Feb 2021 |
13.36%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart