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
MSGYX (GLOBAL MULTI-ASSET INCOME PORTFOLIO CLASS C) NA -1.73% 1.29% NA NA NA NA
Data as of 02/03/2020, Common starting date is 05/11/2015
More Performance Analytics Comparison
Name Start Date End Date
MSGYX (GLOBAL MULTI-ASSET INCOME PORTFOLIO CLASS C) 05/11/2015 02/03/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018 2017 2016 2015
Annualized Return (%) -5.16 -1.73 1.29 NA NA NA NA 0.00 6.42 -4.46 10.34 2.77 -6.34
Sharpe Ratio NA 0.22 0.43 NA NA NA NA 0.00 1.25 -0.81 2.56 0.41 -1.58
Standard Deviation(%) NA 3.68 5.17 NA NA NA NA NA 4.01 7.17 3.81 6.21 6.13
Draw Down(%) NA 3.65 8.39 NA NA NA NA 0.00 3.65 8.39 1.27 5.25 8.22
Yield(%) 0.00 0.67 1.21 1.03 0.51 0.34 0.26 0.00 0.70 2.49 0.23 0.61 1.11
Data as of 02/03/2020, Common starting date is 05/11/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MSGYX (GLOBAL MULTI-ASSET INCOME PORTFOLIO CLASS C) 1.45%
Oct 2015 – Oct 2018
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
MSGYX (GLOBAL MULTI-ASSET INCOME PORTFOLIO CLASS C) 3.88%
Jan 2016 – Jan 2019
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return