Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MSPTX (GLOBAL ADVANTAGE PORTFOLIO CLASS C) | 18.84% | 65.84% | 31.65% | 3.90% | 11.02% | NA | NA | 11.43% |
Data as of 07/18/2025, AR inception is 05/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSPTX (GLOBAL ADVANTAGE PORTFOLIO CLASS C) | 05/01/2015 | 07/18/2025 |
| 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 (%) | 4.26 | 65.84 | 31.65 | 3.90 | 11.02 | NA | NA | 11.43 | 18.84 | 46.51 | 49.15 | -58.07 | -14.05 | 93.07 | 29.98 | -6.77 | 40.02 | -0.94 | -2.79 |
| Sharpe Ratio | NA | 1.57 | 0.77 | 0.03 | 0.32 | NA | NA | 0.31 | 0.63 | 1.59 | 1.49 | -1.03 | -0.48 | 2.52 | 1.85 | -0.40 | 4.51 | -0.08 | -0.25 |
| Standard Deviation(%) | NA | 35.49 | 34.92 | 37.84 | 30.38 | NA | NA | 30.16 | 40.50 | 27.05 | 30.80 | 58.16 | 29.17 | 36.69 | 15.38 | 20.27 | 8.76 | 14.70 | 16.77 |
| Draw Down(%) | NA | 31.94 | 32.57 | 69.25 | 69.25 | NA | NA | 69.25 | 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 | 0.90 | 0.45 | 9.47 | 11.35 | 7.83 | 5.87 | 11.74 | 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 07/18/2025, 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 |
|---|---|---|---|---|
| MSPTX (GLOBAL ADVANTAGE PORTFOLIO CLASS C) |
-20.22%
Oct 2020 - Oct 2023 |
-3.35%
Dec 2017 - Dec 2022 |
11.33%
Jun 2015 - Jun 2025 |
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) |
33.99%
Oct 2018 - Oct 2021 |
30.05%
Feb 2016 - Feb 2021 |
11.33%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart