Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MUSRX (MSVIF US Real Estate Port Class I) | NA | 15.92% | 0.56% | 1.99% | 2.81% | 6.64% | 1.38% | … | … |
Data as of 12/19/2024, Common starting date is 03/03/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MUSRX (MSVIF US Real Estate Port Class I) | 03/03/1997 | 12/19/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.92 | 0.56 | 1.99 | 2.81 | 6.64 | 1.38 | … | … | 15.44 | 14.50 | -27.10 | 39.80 | -19.51 | 18.94 | -7.72 | 1.54 | 6.81 | 2.17 | 27.89 | 0.96 | 14.89 | 5.11 | 27.19 | 23.63 | -62.77 | -24.90 | 27.21 | 12.70 | 31.45 | 37.51 | -6.21 | 4.95 | 26.34 | -7.04 | -14.11 | 14.10 |
| Sharpe Ratio | NA | 0.64 | -0.19 | -0.02 | 0.05 | NA | NA | … | … | 0.63 | 0.54 | -1.16 | 2.53 | -0.39 | 1.39 | -0.54 | 0.08 | 0.42 | 0.13 | 2.64 | 0.06 | 1.10 | 0.18 | 1.06 | 0.38 | -0.71 | -1.07 | 1.47 | 0.70 | 1.91 | 3.18 | -0.48 | 0.23 | 2.14 | -0.95 | -1.28 | 0.94 |
| Standard Deviation(%) | NA | 14.59 | 19.89 | 28.10 | 22.47 | NA | NA | … | … | 14.60 | 19.22 | 24.59 | 15.75 | 50.04 | 12.58 | 16.79 | 11.09 | 15.89 | 16.98 | 10.58 | 14.67 | 13.60 | 28.75 | 25.58 | 62.71 | 89.14 | 26.19 | 16.32 | 15.01 | 15.94 | 11.58 | 15.37 | 11.55 | 10.41 | 10.82 | 13.62 | 14.46 |
| Draw Down(%) | NA | 9.45 | 33.76 | 46.37 | 46.37 | NA | NA | … | … | 9.26 | 16.25 | 33.76 | 7.31 | 46.37 | 5.56 | 15.43 | 7.80 | 13.76 | 15.98 | 6.73 | 16.98 | 9.43 | 23.12 | 17.65 | 39.71 | 77.45 | 35.24 | 9.77 | 10.37 | 15.85 | 7.15 | 21.77 | 12.96 | 7.03 | 22.74 | 22.26 | 5.30 |
| Yield(%) | 0.00 | 2.80 | 7.81 | 5.67 | 4.21 | 5.59 | 2.10 | … | … | 2.76 | 2.36 | 19.34 | 2.55 | 2.22 | 6.55 | 2.66 | 0.00 | 1.40 | 1.32 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/19/2024, Common starting date is 03/03/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUSRX (MSVIF US Real Estate Port Class I) |
-39.63%
Mar 2006 – Mar 2009 |
-19.63%
Mar 2004 – Mar 2009 |
-5.25%
Feb 1999 – Feb 2009 |
-1.90%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUSRX (MSVIF US Real Estate Port Class I) |
37.42%
Mar 2009 – Mar 2012 |
25.33%
Feb 2009 – Feb 2014 |
15.44%
Feb 2009 – Feb 2019 |
9.88%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart