Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSPUX | 0.28% | 5.66% | NA | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 05/02/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSPUX | 05/02/2025 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.40 | 5.66 | NA | NA | NA | NA | NA | … | … | 0.28 | 6.52 |
| Sharpe Ratio | NA | 1.08 | NA | NA | NA | NA | NA | … | … | -0.68 | 2.58 |
| Standard Deviation(%) | NA | 2.69 | NA | NA | NA | NA | NA | … | … | 2.74 | 2.79 |
| Draw Down(%) | NA | 1.76 | NA | NA | NA | NA | NA | … | … | 1.76 | 0.59 |
| Yield(%) | 0.00 | 6.92 | 2.42 | 1.45 | 0.73 | 0.48 | 0.36 | … | … | 2.04 | 5.21 |
Data as of 06/08/2026, Common starting date is 05/02/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSPUX (MSPUX) |
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 |
|---|---|---|---|---|
| MSPUX (MSPUX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart