Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MUOCX (MSIF US Core Portfolio Class C) | 4.20% | 16.85% | 20.22% | 10.46% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/08/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MUOCX (MSIF US Core Portfolio Class C) | 06/08/2016 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | 16.85 | 20.22 | 10.46 | NA | NA | NA | … | … | 4.20 | 17.25 | 27.29 | 16.77 | -21.01 | 34.55 | 22.45 | 34.49 | -11.94 | 17.96 | 2.43 |
| Sharpe Ratio | NA | 1.21 | 1.12 | 0.45 | NA | NA | NA | … | … | 0.61 | 0.78 | 1.46 | 0.84 | -0.88 | 2.36 | 0.56 | 2.51 | -0.74 | 2.11 | 0.35 |
| Standard Deviation(%) | NA | 12.79 | 15.52 | 17.95 | NA | NA | NA | … | … | 14.95 | 18.69 | 14.13 | 14.94 | 25.46 | 14.62 | 39.40 | 13.17 | 17.86 | 8.25 | 11.68 |
| Draw Down(%) | NA | 13.93 | 18.73 | 25.50 | NA | NA | NA | … | … | 13.93 | 18.73 | 10.82 | 13.74 | 25.08 | 5.00 | 38.41 | 6.72 | 23.76 | 4.11 | 7.14 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.01 | 0.34 | 0.22 | 0.17 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | 0.00 | 0.37 | 0.95 | 0.89 | 0.00 | 0.67 |
Data as of 06/04/2026, Common starting date is 06/08/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUOCX (MSIF US Core Portfolio Class C) |
0.99%
Mar 2017 – Mar 2020 |
8.68%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUOCX (MSIF US Core Portfolio Class C) |
30.51%
Dec 2018 – Dec 2021 |
19.03%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart