Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/06/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MSSGX (SMALL COMPANY GROWTH PORTFOLIO CLASS I) | -2.65% | 36.75% | 12.43% | 4.83% | 7.53% | 10.14% | 8.31% | 10.39% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSSGX (SMALL COMPANY GROWTH PORTFOLIO CLASS I) | 12/28/1989 | 05/06/2025 |
The return data shown below all have the same latest date: 05/06/2025.
AR inception is since 12/28/1989.
AR inception is since 12/28/1989.
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.35 | 36.75 | 12.43 | 4.83 | 7.53 | 10.14 | 8.31 | 10.39 | -2.65 | 29.66 | 54.44 | -59.45 | -22.12 | 127.50 | 36.92 | 0.26 | 22.57 | -0.38 | -9.35 | -9.77 | 62.42 | 17.16 | -9.11 | 27.52 | 47.95 | -41.84 | 3.16 | 11.84 | 13.56 | 19.15 | 44.13 | -22.28 | -12.18 | -6.80 | 96.96 | 27.22 | 10.78 | 4.25 | 33.31 | -0.62 | 0.00 | -11.03 | 66.79 | 3.78 | 3.41 |
| Sharpe Ratio | NA | 1.00 | 0.14 | 0.11 | 0.18 | NA | NA | 0.32 | -0.11 | 0.73 | 1.40 | -1.15 | -0.57 | 2.86 | 1.68 | -0.04 | 1.59 | -0.03 | -0.54 | -0.50 | 4.23 | 1.10 | -0.32 | 1.31 | 1.65 | -1.08 | 0.01 | 0.50 | 0.81 | 1.11 | 2.27 | -0.94 | -0.50 | -0.25 | 4.83 | 1.10 | 0.35 | 0.05 | 2.27 | -0.28 | -0.15 | -0.82 | 3.43 | -0.06 | NA |
| Standard Deviation(%) | NA | 35.28 | 40.11 | 40.34 | 33.36 | NA | NA | 26.02 | 43.25 | 31.77 | 36.32 | 53.21 | 38.87 | 44.18 | 21.12 | 24.89 | 13.87 | 19.58 | 17.32 | 19.64 | 14.74 | 15.67 | 28.35 | 20.94 | 29.05 | 39.65 | 19.10 | 17.16 | 14.05 | 16.34 | 19.12 | 24.93 | 29.21 | 43.54 | 19.39 | 21.75 | 20.64 | 16.05 | 12.96 | 12.95 | 14.16 | 16.24 | 18.30 | 25.83 | 0.00 |
| Draw Down(%) | NA | 26.83 | 37.79 | 80.61 | 80.61 | NA | NA | 80.61 | 26.83 | 20.60 | 28.09 | 61.61 | 51.47 | 39.95 | 19.43 | 27.83 | 7.07 | 20.58 | 18.72 | 23.87 | 5.15 | 12.01 | 28.27 | 14.67 | 25.57 | 53.51 | 14.11 | 19.75 | 9.05 | 14.87 | 13.71 | 32.82 | 39.14 | 44.85 | 13.30 | 30.79 | 19.35 | 16.37 | 6.87 | 16.33 | 18.62 | 27.26 | 7.64 | 23.28 | 0.00 |
| Yield(%) | 0.00 | 1.38 | 0.55 | 0.46 | 6.13 | 9.37 | 7.74 | 11.15 | 0.00 | 1.31 | 0.00 | 0.12 | 0.42 | 0.00 | 20.36 | 12.57 | 38.64 | 3.27 | 7.40 | 9.57 | 15.69 | 4.97 | 1.64 | 0.27 | 1.87 | 0.00 | 4.51 | 8.34 | 10.84 | 3.49 | 0.00 | 0.00 | 0.01 | 11.97 | 26.31 | 22.27 | 50.84 | 40.48 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.38 | 0.49 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSSGX (SMALL COMPANY GROWTH PORTFOLIO CLASS I) |
-31.31%
Jun 2021 - Jun 2024 |
-6.07%
Feb 2004 - Feb 2009 |
-1.53%
Feb 2000 - Feb 2010 |
4.10%
Feb 2000 - Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSSGX (SMALL COMPANY GROWTH PORTFOLIO CLASS I) |
61.25%
Mar 1997 - Mar 2000 |
43.41%
Feb 2016 - Feb 2021 |
23.93%
Feb 1990 - Feb 2000 |
15.87%
Jun 2006 - Jun 2021 |
Annualized Rolling Returns Comparison Chart