Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSIJX (INTERNATIONAL REAL ESTATE PORTFOLIO CLASS C) | NA | -38.43% | -14.78% | -8.92% | NA | NA | NA | … | … |
Data as of 08/06/2020, Common starting date is 05/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSIJX (INTERNATIONAL REAL ESTATE PORTFOLIO CLASS C) | 05/01/2015 | 08/06/2020 |
| 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 (%) | 0.00 | -38.43 | -14.78 | -8.92 | NA | NA | NA | … | … | -44.11 | 16.26 | -9.12 | 17.78 | -2.44 | -11.13 |
| Sharpe Ratio | NA | -0.94 | -0.62 | -0.44 | NA | NA | NA | … | … | -1.18 | 1.50 | -0.89 | 2.34 | -0.15 | -1.02 |
| Standard Deviation(%) | NA | 41.64 | 25.53 | 21.99 | NA | NA | NA | … | … | 53.08 | 9.97 | 11.76 | 7.36 | 17.39 | 15.86 |
| Draw Down(%) | NA | 44.86 | 44.86 | 44.86 | NA | NA | NA | … | … | 44.86 | 9.65 | 14.98 | 4.93 | 12.06 | 14.69 |
| Yield(%) | 0.00 | 0.11 | 1.80 | 2.54 | 1.33 | 0.89 | 0.67 | … | … | 0.00 | 0.12 | 2.06 | 7.67 | 3.93 | 1.69 |
Data as of 08/06/2020, 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 |
|---|---|---|---|---|
| MSIJX (INTERNATIONAL REAL ESTATE PORTFOLIO CLASS C) |
-14.68%
Jul 2017 – Jul 2020 |
-8.84%
Jul 2015 – Jul 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSIJX (INTERNATIONAL REAL ESTATE PORTFOLIO CLASS C) |
7.67%
Dec 2016 – Dec 2019 |
-3.05%
Jun 2015 – Jun 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart