Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MS-PQ -1.27% 4.99% NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 07/23/2024
More Performance Analytics Comparison
Name Start Date End Date
MS-PQ 07/23/2024 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) -0.04 4.99 NA NA NA NA NA -1.27 5.04 6.75
Sharpe Ratio NA 0.45 NA NA NA NA NA -1.45 0.35 1.32
Standard Deviation(%) NA 4.49 NA NA NA NA NA 4.13 6.27 9.49
Draw Down(%) NA 3.26 NA NA NA NA NA 3.26 3.98 2.94
Yield(%) 0.00 6.43 3.69 2.22 1.11 0.74 0.55 1.58 6.26 2.97
Data as of 06/10/2026, Common starting date is 07/23/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MS-PQ (MS-PQ) 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
MS-PQ (MS-PQ) 0.00%
NA
0.00%
NA
0.00%
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0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return