Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSCOX (MSIF SMALL COMPANY GROWTH Cl C) | 0.62% | -0.62% | 12.91% | -10.12% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 06/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSCOX (MSIF SMALL COMPANY GROWTH Cl C) | 06/06/2017 | 06/08/2026 |
| 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 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.95 | -0.62 | 12.91 | -10.12 | NA | NA | NA | … | … | 0.62 | 3.65 | 28.07 | 52.94 | -59.90 | -5.01 | 147.58 | 35.21 | -0.81 | 3.82 |
| Sharpe Ratio | NA | 0.15 | 0.39 | -0.30 | NA | NA | NA | … | … | 0.38 | 0.02 | 0.77 | 1.37 | -1.15 | -0.16 | 3.43 | 1.60 | -0.09 | 0.41 |
| Standard Deviation(%) | NA | 29.98 | 33.02 | 37.89 | NA | NA | NA | … | … | 32.94 | 33.44 | 31.77 | 36.45 | 53.25 | 31.17 | 42.65 | 21.05 | 24.76 | 14.56 |
| Draw Down(%) | NA | 33.16 | 33.16 | 73.60 | NA | NA | NA | … | … | 23.24 | 26.98 | 20.90 | 28.35 | 62.03 | 40.69 | 40.06 | 19.52 | 28.03 | 7.17 |
| Yield(%) | 0.00 | 0.00 | 0.29 | 4.22 | 11.46 | 7.64 | 5.73 | … | … | 0.00 | 0.00 | 0.81 | 0.00 | 0.06 | 26.50 | 29.46 | 25.94 | 15.36 | 37.52 |
Data as of 06/08/2026, Common starting date is 06/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSCOX (MSIF SMALL COMPANY GROWTH Cl C) |
-27.14%
Jun 2021 – Jun 2024 |
-13.28%
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 |
|---|---|---|---|---|
| MSCOX (MSIF SMALL COMPANY GROWTH Cl C) |
63.58%
Feb 2018 – Feb 2021 |
14.69%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart