Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSGTX (GLOBAL INFRASTRUCTURE PORTFOLIO CLASS C) | NA | 17.71% | -3.94% | -1.02% | NA | NA | NA | … | … |
Data as of 11/22/2024, Common starting date is 05/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSGTX (GLOBAL INFRASTRUCTURE PORTFOLIO CLASS C) | 05/01/2015 | 11/22/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.71 | -3.94 | -1.02 | NA | NA | NA | … | … | 12.56 | 2.93 | -22.10 | 6.44 | -5.67 | 26.55 | -9.02 | 11.42 | 14.35 | -17.62 |
| Sharpe Ratio | NA | 1.03 | -0.44 | -0.17 | NA | NA | NA | … | … | 0.66 | -0.10 | -0.92 | 0.51 | -0.19 | 2.94 | -0.93 | 1.49 | 0.94 | -1.55 |
| Standard Deviation(%) | NA | 10.72 | 18.10 | 20.44 | NA | NA | NA | … | … | 10.64 | 12.99 | 25.52 | 12.59 | 31.64 | 8.56 | 11.19 | 7.25 | 15.11 | 16.21 |
| Draw Down(%) | NA | 7.63 | 32.30 | 34.78 | NA | NA | NA | … | … | 7.63 | 16.29 | 24.67 | 9.48 | 34.78 | 4.62 | 12.89 | 4.18 | 10.69 | 20.76 |
| Yield(%) | 0.00 | 1.55 | 1.19 | 1.24 | 2.47 | 1.65 | 1.23 | … | … | 0.00 | 1.53 | 1.17 | 1.39 | 0.31 | 2.60 | 6.41 | 7.40 | 3.62 | 3.83 |
Data as of 11/22/2024, Common starting date is 05/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSGTX (GLOBAL INFRASTRUCTURE PORTFOLIO CLASS C) |
-8.87%
Apr 2021 – Apr 2024 |
-3.29%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSGTX (GLOBAL INFRASTRUCTURE PORTFOLIO CLASS C) |
9.88%
Jan 2017 – Jan 2020 |
6.71%
Dec 2015 – Dec 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart