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
MSFW -20.46% NA NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 07/24/2025
More Performance Analytics Comparison
Name Start Date End Date
MSFW 07/24/2025 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -10.10 NA NA NA NA NA NA -20.46 -7.80
Sharpe Ratio NA NA NA NA NA NA NA -0.93 -0.88
Standard Deviation(%) NA NA NA NA NA NA NA 41.01 22.30
Draw Down(%) NA NA NA NA NA NA NA 31.09 15.89
Yield(%) 0.87 23.55 7.85 4.71 2.35 1.57 1.18 10.41 15.70
Data as of 06/09/2026, Common starting date is 07/24/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MSFW (MSFW) 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
MSFW (MSFW) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return