Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSTEP | -6.38% | -3.18% | NA | NA | NA | NA | NA | … | … |
Data as of 04/08/2026, Common starting date is 02/03/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSTEP | 02/03/2025 | 04/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | -3.18 | NA | NA | NA | NA | NA | … | … | -6.38 | 7.40 |
| Sharpe Ratio | NA | -0.17 | NA | NA | NA | NA | NA | … | … | -0.65 | 0.15 |
| Standard Deviation(%) | NA | 35.49 | NA | NA | NA | NA | NA | … | … | 37.50 | 35.88 |
| Draw Down(%) | NA | 40.99 | NA | NA | NA | NA | NA | … | … | 19.32 | 38.60 |
| Yield(%) | 0.00 | 9.86 | 3.72 | 2.23 | 1.12 | 0.74 | 0.56 | … | … | 2.40 | 8.75 |
Data as of 04/08/2026, Common starting date is 02/03/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSTEP (MSTEP) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSTEP (MSTEP) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart