Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBIRX (Morgan Stanley Insight Fund Class IR) | -3.87% | 3.37% | 25.51% | -1.60% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 07/15/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBIRX (Morgan Stanley Insight Fund Class IR) | 07/15/2019 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.22 | 3.37 | 25.51 | -1.60 | NA | NA | NA | … | … | -3.87 | 23.26 | 46.87 | 53.19 | -60.96 | -6.43 | 116.66 | -5.97 |
| Sharpe Ratio | NA | 0.13 | 0.74 | -0.09 | NA | NA | NA | … | … | -0.29 | 0.61 | 1.57 | 1.56 | -1.01 | -0.20 | 2.89 | -0.65 |
| Standard Deviation(%) | NA | 29.19 | 30.81 | 39.29 | NA | NA | NA | … | … | 32.81 | 34.15 | 27.58 | 31.99 | 61.73 | 32.91 | 39.99 | 20.80 |
| Draw Down(%) | NA | 28.25 | 31.38 | 70.68 | NA | NA | NA | … | … | 21.24 | 31.38 | 13.52 | 23.67 | 62.50 | 27.88 | 33.88 | 17.44 |
| Yield(%) | 0.00 | 0.00 | 0.38 | 4.05 | 5.62 | 3.75 | 2.81 | … | … | 0.00 | 0.00 | 1.00 | 0.00 | 11.78 | 10.51 | 15.60 | 5.46 |
Data as of 06/09/2026, Common starting date is 07/15/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBIRX (Morgan Stanley Insight Fund Class IR) |
-20.98%
Jun 2021 – Jun 2024 |
-4.15%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBIRX (Morgan Stanley Insight Fund Class IR) |
38.98%
Dec 2022 – Dec 2025 |
13.12%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart