Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSHYX (HIGH YIELD PORTFOLIO CLASS IS) | 0.47% | 7.47% | 8.40% | 4.44% | 6.36% | NA | NA | … | … |
Data as of 02/03/2026, Common starting date is 04/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSHYX (HIGH YIELD PORTFOLIO CLASS IS) | 04/01/2014 | 02/03/2026 |
| 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 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.47 | 8.40 | 4.44 | 6.36 | NA | NA | … | … | 0.47 | 7.97 | 8.83 | 13.70 | -11.62 | 5.70 | 3.26 | 13.92 | -2.16 | 8.07 | 15.56 | -1.75 | -2.92 |
| Sharpe Ratio | NA | 1.39 | 1.48 | 0.50 | 1.02 | NA | NA | … | … | 1.87 | 1.51 | 2.04 | 2.24 | -2.01 | 2.82 | 0.31 | 4.78 | -1.35 | 4.35 | 3.30 | -0.57 | -1.20 |
| Standard Deviation(%) | NA | 3.33 | 3.41 | 4.15 | 4.68 | NA | NA | … | … | 1.47 | 3.39 | 2.55 | 4.52 | 6.51 | 2.01 | 9.83 | 2.60 | 2.64 | 1.71 | 4.65 | 3.14 | 3.23 |
| Draw Down(%) | NA | 4.50 | 4.50 | 14.83 | 21.37 | NA | NA | … | … | 0.23 | 4.50 | 1.32 | 3.49 | 14.83 | 1.69 | 21.37 | 1.23 | 6.08 | 1.58 | 4.64 | 7.58 | 7.69 |
| Yield(%) | 0.00 | 7.03 | 6.98 | 5.80 | 6.67 | 4.44 | 3.33 | … | … | 0.00 | 7.08 | 7.39 | 7.10 | 5.27 | 5.57 | 5.74 | 6.76 | 6.31 | 6.86 | 7.33 | 6.79 | 5.77 |
Data as of 02/03/2026, Common starting date is 04/01/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSHYX (HIGH YIELD PORTFOLIO CLASS IS) |
-1.45%
Sep 2019 – Sep 2022 |
1.03%
Sep 2017 – Sep 2022 |
3.95%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSHYX (HIGH YIELD PORTFOLIO CLASS IS) |
10.91%
Sep 2022 – Sep 2025 |
8.21%
Feb 2016 – Feb 2021 |
6.30%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart