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MSIQX: INTERNATIONAL EQUITY PORTFOLIO CLASS I (MUTUAL FUND)
Basic Info 6.97 0.2(2.79%) June 05
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 12/28/1989 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 47.30% |
| Expenses | 1.80% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/28/1989 |
2025 | 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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.6 | 4.3 | 9.2 | 10.6 | 4.5 | 6.8 | 5.6 | 5.0 | 7.6 | 21.8 | 2.7 | 16.9 | -14.2 | 4.1 | 11.4 | 20.5 | -13.9 | 25.2 | -2.0 | 0.4 | -6.1 | 20.4 | 19.6 | -7.6 | 6.1 | 21.6 | -30.7 | 9.6 | 22.4 | 6.5 | 20.1 | 32.7 | -3.9 | -9.7 | 9.3 | 17.0 | 18.4 | 14.0 | 19.6 | -0.9 | 10.2 | 43.2 | -2.9 | 8.4 | -6.5 | 5.0 |
| Sharpe Ratio | NA | 0.7 | 0.61 | 0.54 | 0.14 | 0.32 | NA | NA | 0.34 | 1.16 | -0.07 | 1.01 | -0.69 | 0.33 | 0.4 | 1.83 | -1.11 | 3.17 | -0.12 | 0.02 | -0.52 | 1.66 | 1.26 | -0.29 | 0.31 | 0.91 | -0.85 | 0.43 | 1.44 | 0.42 | 1.51 | 2.21 | -0.26 | -0.91 | 0.45 | 1.31 | 0.91 | 0.84 | 2.31 | -0.38 | 0.72 | 4.05 | -0.44 | 0.27 | -0.56 | NA |
| Draw Down(%) | NA | 11.6 | 11.6 | 14.1 | 31.9 | 31.9 | NA | NA | 49.4 | 14.1 | 10.6 | 14.0 | 29.0 | 10.0 | 31.5 | 8.1 | 20.2 | 3.4 | 11.3 | 16.0 | 14.0 | 8.7 | 14.1 | 23.2 | 17.3 | 25.6 | 45.1 | 11.4 | 12.9 | 5.9 | 7.7 | 16.2 | 20.0 | 21.4 | 9.0 | 7.3 | 21.3 | 9.3 | 5.5 | 8.9 | 6.5 | 5.4 | 15.3 | 17.5 | 21.3 | 0.0 |
| Standard Deviation(%) | NA | 18.2 | 14.9 | 14.9 | 16.4 | 16.7 | NA | NA | 16.7 | 16.3 | 13.0 | 13.2 | 22.8 | 12.5 | 28.1 | 10.4 | 13.8 | 7.8 | 18.5 | 16.4 | 11.7 | 12.3 | 15.6 | 26.6 | 19.6 | 23.7 | 37.2 | 15.1 | 13.2 | 9.9 | 12.6 | 14.5 | 19.9 | 13.6 | 11.4 | 10.4 | 16.4 | 12.2 | 6.9 | 12.9 | 9.9 | 10.1 | 12.3 | 16.8 | 21.2 | 0.0 |
| Treynor Ratio | NA | 0.13 | 0.09 | 0.08 | 0.02 | 0.06 | NA | NA | 0.07 | 0.18 | -0.01 | 0.14 | -0.15 | 0.04 | 0.15 | 0.21 | -0.16 | 0.29 | -0.02 | 0.0 | -0.06 | 0.23 | 0.22 | -0.08 | 0.07 | 0.27 | -0.36 | 0.08 | 0.21 | 0.05 | 0.25 | 0.34 | -0.05 | -0.17 | 0.09 | 0.19 | 0.19 | 0.14 | 0.2 | -0.07 | 0.1 | 0.6 | -0.09 | 0.08 | 0.0 | 0.0 |
| Alpha | NA | -0.04 | -0.05 | -0.03 | -0.02 | -0.01 | NA | NA | 0.01 | -0.04 | -0.01 | 0.0 | 0.0 | -0.03 | 0.02 | 0.0 | 0.0 | 0.01 | -0.02 | 0.01 | 0.0 | 0.01 | 0.01 | 0.02 | -0.01 | -0.01 | 0.04 | 0.0 | 0.0 | -0.02 | 0.02 | 0.0 | 0.05 | 0.02 | 0.06 | -0.01 | 0.01 | 0.03 | 0.05 | -0.04 | 0.04 | 0.08 | 0.02 | 0.02 | NA | NA |
| Beta | NA | 0.97 | 0.98 | 0.99 | 1.0 | 0.92 | NA | NA | 0.86 | 1.04 | 0.98 | 0.97 | 1.03 | 0.92 | 0.74 | 0.9 | 0.95 | 0.86 | 1.0 | 1.0 | 0.97 | 0.91 | 0.91 | 0.96 | 0.89 | 0.79 | 0.87 | 0.83 | 0.91 | 0.9 | 0.77 | 0.93 | 0.97 | 0.72 | 0.58 | 0.71 | 0.8 | 0.73 | 0.79 | 0.74 | 0.72 | 0.68 | 0.61 | 0.58 | NA | NA |
| RSquared | NA | 0.86 | 0.86 | 0.89 | 0.91 | 0.77 | NA | NA | 0.77 | 0.91 | 0.87 | 0.9 | 0.94 | 0.88 | 0.52 | 0.84 | 0.84 | 0.67 | 0.9 | 0.89 | 0.86 | 0.88 | 0.93 | 0.96 | 0.93 | 0.92 | 0.92 | 0.85 | 0.85 | 0.86 | 0.7 | 0.82 | 0.92 | 0.82 | 0.56 | 0.76 | 0.89 | 0.84 | 0.75 | 0.43 | 0.6 | 0.62 | 0.69 | 0.02 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 46.9 | 24.8 | 14.2 | 11.1 | 8.7 | 6.6 | N/A | 54.9 | 30.1 | 4.9 | 6.0 | 9.8 | 1.5 | 11.2 | 11.1 | 2.4 | 1.0 | 2.8 | 2.9 | 1.9 | 2.4 | 2.3 | 1.5 | 3.2 | 11.7 | 17.2 | 20.7 | 9.6 | 9.7 | 2.2 | 2.3 | 3.0 | 17.4 | 9.1 | 11.8 | 12.5 | 7.6 | 0.4 | 1.3 | 1.4 | 0.0 | 1.8 | 1.4 | 0.6 |
| Dividend Growth(%) | N/A | -100.0 | 35.9 | 268.1 | 199.0 | 35.2 | -28.6 | N/A | N/A | 35.9 | 575.0 | -35.0 | -42.9 | 630.5 | -85.3 | -25.6 | 484.2 | 120.4 | -64.3 | -9.1 | 70.0 | -5.4 | -4.2 | 56.8 | -44.4 | -83.8 | -37.9 | -17.8 | 115.3 | 7.7 | 474.5 | -10.2 | -32.6 | -84.3 | 104.5 | -17.6 | -3.2 | 80.7 | 1775.8 | -65.2 | 29.9 | N/A | -100.0 | 13.3 | 150.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/28/1989
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