Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSURX (U.S. REAL ESTATE PORTFOLIO CLASS C) | NA | 27.55% | -2.77% | -0.25% | NA | NA | NA | … | … |
Data as of 11/22/2024, Common starting date is 04/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSURX (U.S. REAL ESTATE PORTFOLIO CLASS C) | 04/30/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 27.55 | -2.77 | -0.25 | NA | NA | NA | … | … | 15.85 | 13.51 | -33.35 | 35.52 | -19.03 | 16.85 | -9.44 | 2.12 | 5.86 | 2.96 |
| Sharpe Ratio | NA | 1.42 | -0.33 | -0.09 | NA | NA | NA | … | … | 0.75 | 0.49 | -1.37 | 2.27 | -0.37 | 1.23 | -0.64 | 0.14 | 0.35 | 0.25 |
| Standard Deviation(%) | NA | 14.73 | 20.39 | 28.70 | NA | NA | NA | … | … | 14.32 | 19.25 | 25.38 | 15.67 | 51.45 | 12.61 | 16.82 | 10.95 | 16.17 | 17.49 |
| Draw Down(%) | NA | 9.79 | 37.93 | 47.60 | NA | NA | NA | … | … | 9.47 | 17.04 | 34.58 | 7.33 | 47.60 | 6.22 | 16.09 | 8.13 | 14.46 | 10.67 |
| Yield(%) | 0.00 | 1.21 | 0.69 | 3.06 | 6.13 | 4.08 | 3.06 | … | … | 1.00 | 1.50 | 0.23 | 0.23 | 1.42 | 15.49 | 22.34 | 13.81 | 9.88 | 14.52 |
Data as of 11/22/2024, Common starting date is 04/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSURX (U.S. REAL ESTATE PORTFOLIO CLASS C) |
-11.16%
Mar 2017 – Mar 2020 |
-5.25%
Oct 2015 – Oct 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSURX (U.S. REAL ESTATE PORTFOLIO CLASS C) |
8.64%
Dec 2018 – Dec 2021 |
3.47%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart