Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSPJX | 0.75% | NA | NA | NA | NA | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 09/02/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSPJX | 09/02/2025 | 06/15/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | NA | NA | NA | NA | NA | NA | … | … | 0.75 | 2.15 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | -0.30 | 1.59 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 2.78 | 2.49 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 1.86 | 0.48 |
| Yield(%) | 0.00 | 5.18 | 1.73 | 1.04 | 0.52 | 0.35 | 0.26 | … | … | 2.30 | 2.90 |
Data as of 06/15/2026, Common starting date is 09/02/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSPJX (MSPJX) |
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 |
|---|---|---|---|---|
| MSPJX (MSPJX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart