Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSULX (U.S. REAL ESTATE PORTFOLIO CLASS L) | NA | 27.79% | -2.51% | 0.01% | 1.72% | NA | NA | … | … |
Data as of 11/22/2024, Common starting date is 11/14/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSULX (U.S. REAL ESTATE PORTFOLIO CLASS L) | 11/14/2011 | 11/22/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 27.79 | -2.51 | 0.01 | 1.72 | NA | NA | … | … | 16.07 | 13.75 | -33.04 | 35.82 | -18.90 | 17.23 | -9.12 | 2.35 | 6.05 | 1.70 | 29.67 | 0.15 | 15.45 | 3.16 |
| Sharpe Ratio | NA | 1.44 | -0.32 | -0.08 | 0.01 | NA | NA | … | … | 0.77 | 0.50 | -1.36 | 2.29 | -0.37 | 1.26 | -0.62 | 0.16 | 0.36 | 0.10 | 2.77 | 0.01 | 1.16 | 1.07 |
| Standard Deviation(%) | NA | 14.71 | 20.36 | 28.67 | 22.86 | NA | NA | … | … | 14.30 | 19.22 | 25.34 | 15.61 | 51.43 | 12.59 | 16.85 | 10.94 | 16.16 | 17.17 | 10.71 | 14.72 | 13.39 | 25.92 |
| Draw Down(%) | NA | 9.56 | 37.59 | 47.57 | 47.57 | NA | NA | … | … | 9.34 | 16.84 | 34.40 | 7.28 | 47.57 | 6.19 | 16.04 | 8.08 | 14.37 | 16.53 | 7.08 | 15.91 | 9.24 | 8.34 |
| Yield(%) | 0.00 | 1.49 | 0.92 | 3.24 | 6.52 | 6.58 | 4.93 | … | … | 1.19 | 1.80 | 0.45 | 0.48 | 1.59 | 15.75 | 22.52 | 14.00 | 10.01 | 14.15 | 5.76 | 2.49 | 2.45 | 0.00 |
Data as of 11/22/2024, Common starting date is 11/14/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSULX (U.S. REAL ESTATE PORTFOLIO CLASS L) |
-10.95%
Mar 2017 – Mar 2020 |
-6.20%
Mar 2015 – Mar 2020 |
0.32%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSULX (U.S. REAL ESTATE PORTFOLIO CLASS L) |
14.45%
Dec 2011 – Dec 2014 |
10.09%
Dec 2011 – Dec 2016 |
6.86%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart