Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSBDX (Morgan Stanley Institutional Fund Inc. – Global Focus Real Estate Portfolio) | NA | 3.50% | -4.72% | NA | NA | NA | NA | … | … |
Data as of 01/13/2025, Common starting date is 07/30/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSBDX (Morgan Stanley Institutional Fund Inc. – Global Focus Real Estate Portfolio) | 07/30/2021 | 01/13/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.50 | -4.72 | NA | NA | NA | NA | … | … | 0.00 | 1.35 | 12.14 | -27.09 | 5.38 |
| Sharpe Ratio | NA | -0.30 | -0.51 | NA | NA | NA | NA | … | … | 0.00 | -0.38 | 0.48 | -1.33 | 1.07 |
| Standard Deviation(%) | NA | 13.48 | 17.46 | NA | NA | NA | NA | … | … | NA | 13.74 | 16.42 | 21.44 | 12.21 |
| Draw Down(%) | NA | 13.12 | 32.57 | NA | NA | NA | NA | … | … | 0.00 | 13.12 | 16.89 | 34.82 | 7.05 |
| Yield(%) | 0.00 | 2.43 | 1.87 | 1.22 | 0.61 | 0.41 | 0.30 | … | … | 0.00 | 2.38 | 2.80 | 1.54 | 0.45 |
Data as of 01/13/2025, Common starting date is 07/30/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSBDX (Morgan Stanley Institutional Fund Inc. – Global Focus Real Estate Portfolio) |
-6.07%
Dec 2021 – Dec 2024 |
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 |
|---|---|---|---|---|
| MSBDX (Morgan Stanley Institutional Fund Inc. – Global Focus Real Estate Portfolio) |
1.00%
Sep 2021 – Sep 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
