Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MSSOX (GLOBAL STRATEGIST PORTFOLIO CLASS C) | 9.40% | 9.30% | 9.79% | 6.23% | 4.72% | NA | NA | 4.37% |
Data as of 07/11/2025, AR inception is 05/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSSOX (GLOBAL STRATEGIST PORTFOLIO CLASS C) | 05/01/2015 | 07/11/2025 |
| 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 (%) | 0.05 | 9.30 | 9.79 | 6.23 | 4.72 | NA | NA | 4.37 | 9.40 | 6.31 | 13.06 | -17.63 | 7.41 | 10.18 | 17.42 | -7.22 | 15.29 | 4.44 | -8.80 |
| Sharpe Ratio | NA | 0.63 | 0.64 | 0.40 | 0.31 | NA | NA | 0.26 | 1.45 | 0.35 | 1.12 | -1.30 | 0.94 | 0.47 | 2.44 | -1.09 | 3.31 | 0.40 | -1.30 |
| Standard Deviation(%) | NA | 9.69 | 10.08 | 10.24 | 10.95 | NA | NA | 10.92 | 10.92 | 7.68 | 8.45 | 14.66 | 7.86 | 20.98 | 6.52 | 7.91 | 4.44 | 10.50 | 9.91 |
| Draw Down(%) | NA | 8.51 | 14.50 | 26.02 | 26.56 | NA | NA | 26.56 | 8.51 | 4.06 | 8.80 | 25.55 | 3.75 | 26.56 | 4.57 | 13.63 | 1.26 | 6.29 | 11.96 |
| Yield(%) | 0.00 | 1.37 | 0.68 | 2.21 | 3.09 | 1.99 | 1.49 | 2.98 | 0.00 | 1.47 | 0.00 | 0.31 | 7.47 | 0.41 | 2.51 | 11.24 | 5.94 | 0.00 | 0.10 |
Data as of 07/11/2025, 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 |
|---|---|---|---|---|
| MSSOX (GLOBAL STRATEGIST PORTFOLIO CLASS C) |
-1.89%
Apr 2021 - Apr 2024 |
0.07%
Sep 2017 - Sep 2022 |
4.80%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSSOX (GLOBAL STRATEGIST PORTFOLIO CLASS C) |
11.59%
Dec 2018 - Dec 2021 |
8.79%
Feb 2016 - Feb 2021 |
4.80%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart