Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MSSMX (SMALL COMPANY GROWTH PORTFOLIO CLASS A) | 4.48% | 50.09% | 16.41% | 5.65% | 11.18% | 12.82% | 9.42% | 9.47% |
Data as of 07/08/2025, AR inception is 12/22/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSSMX (SMALL COMPANY GROWTH PORTFOLIO CLASS A) | 12/22/1998 | 07/08/2025 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.30 | 50.09 | 16.41 | 5.65 | 11.18 | 12.82 | 9.42 | 9.47 | 4.48 | 29.15 | 54.22 | -59.57 | -4.29 | 149.49 | 36.46 | -0.03 | 22.42 | -0.76 | -9.74 | -10.07 | 62.05 | 16.70 | -9.29 | 27.21 | 47.41 | -41.97 | 2.88 | 11.55 | 13.70 | 18.79 | 43.80 | -22.44 | -12.35 | -6.87 | 72.97 | -14.56 |
| Sharpe Ratio | NA | 1.37 | 0.47 | 0.11 | 0.30 | NA | NA | 0.28 | 0.19 | 0.81 | 1.41 | -1.16 | -0.14 | 3.46 | 1.66 | -0.06 | 1.58 | -0.05 | -0.57 | -0.51 | 4.19 | 1.07 | -0.33 | 1.29 | 1.63 | -1.08 | -0.01 | 0.47 | 0.82 | 1.09 | 2.26 | -0.94 | -0.51 | -0.26 | 3.04 | -0.78 |
| Standard Deviation(%) | NA | 35.35 | 37.02 | 38.33 | 32.43 | NA | NA | 28.02 | 37.66 | 31.69 | 36.32 | 52.59 | 31.96 | 42.87 | 21.02 | 24.78 | 13.81 | 19.60 | 17.26 | 19.61 | 14.79 | 15.65 | 28.34 | 21.00 | 29.06 | 39.71 | 19.13 | 17.25 | 14.01 | 16.36 | 19.06 | 24.96 | 29.29 | 42.17 | 22.89 | 133.41 |
| Draw Down(%) | NA | 26.90 | 35.82 | 76.24 | 76.24 | NA | NA | 76.24 | 26.90 | 20.69 | 28.14 | 61.74 | 40.32 | 39.98 | 19.43 | 27.87 | 7.16 | 20.57 | 18.98 | 23.89 | 5.14 | 11.97 | 28.34 | 14.67 | 25.54 | 53.67 | 14.14 | 19.78 | 9.12 | 14.96 | 13.65 | 32.91 | 39.17 | 44.89 | 13.27 | 17.90 |
| Yield(%) | 0.00 | 1.65 | 0.61 | 11.34 | 11.27 | 14.96 | 9.91 | 11.65 | 0.00 | 1.53 | 0.00 | 0.05 | 26.17 | 28.53 | 25.49 | 15.24 | 43.68 | 3.67 | 8.05 | 10.44 | 16.92 | 5.33 | 1.75 | 0.28 | 1.87 | 0.00 | 4.76 | 8.74 | 11.57 | 3.61 | 0.00 | 0.00 | 0.01 | 12.25 | 6.66 | 0.69 |
Data as of 07/08/2025, AR inception is 12/22/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSSMX (SMALL COMPANY GROWTH PORTFOLIO CLASS A) |
-26.69%
Jun 2021 - Jun 2024 |
-6.22%
Feb 2004 - Feb 2009 |
-1.72%
Feb 2000 - Feb 2010 |
3.86%
Feb 2000 - Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSSMX (SMALL COMPANY GROWTH PORTFOLIO CLASS A) |
64.91%
Feb 2018 - Feb 2021 |
45.76%
Feb 2016 - Feb 2021 |
23.15%
Sep 2011 - Sep 2021 |
16.31%
Jun 2006 - Jun 2021 |
Annualized Rolling Returns Comparison Chart