Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSCF (MSC Income Fund, Inc.) | NA | 237.61% | 87.07% | NA | NA | NA | NA | … | … |
Data as of 03/27/2025, Common starting date is 03/05/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSCF (MSC Income Fund, Inc.) | 03/05/2021 | 03/27/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.62 | 237.61 | 87.07 | NA | NA | NA | NA | … | … | 41.83 | 180.46 | 57.54 | 4.46 | 0.00 |
| Sharpe Ratio | NA | 2.94 | 1.68 | NA | NA | NA | NA | … | … | 5.63 | 2.36 | 2.06 | 0.75 | 0.00 |
| Standard Deviation(%) | NA | 79.74 | 49.91 | NA | NA | NA | NA | … | … | 60.73 | 74.84 | 24.79 | 4.48 | NA |
| Draw Down(%) | NA | 15.40 | 15.40 | NA | NA | NA | NA | … | … | 10.09 | 15.40 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 25.35 | 20.49 | 12.29 | 6.15 | 4.10 | 3.07 | … | … | 0.00 | 28.90 | 18.67 | 4.27 | 0.00 |
Data as of 03/27/2025, Common starting date is 03/05/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSCF (MSC Income Fund, Inc.) |
26.85%
May 2021 – May 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 |
|---|---|---|---|---|
| MSCF (MSC Income Fund, Inc.) |
87.36%
Feb 2022 – Feb 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart