Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSVIX (MESIROW FINANCIAL SMALL CAP VALUE FUND INSTITUTIONAL SHARES) | 3.78% | 14.37% | 10.90% | 6.71% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/19/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSVIX (MESIROW FINANCIAL SMALL CAP VALUE FUND INSTITUTIONAL SHARES) | 12/19/2018 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.38 | 14.37 | 10.90 | 6.71 | NA | NA | NA | … | … | 3.78 | -59.04 | 14.08 | 12.28 | -4.97 | 26.43 | 6.70 | 23.03 | -2.76 |
| Sharpe Ratio | NA | 0.79 | 0.44 | 0.20 | NA | NA | NA | … | … | 0.25 | -0.61 | 0.58 | 0.49 | -0.27 | 1.27 | 0.15 | 1.52 | -1.56 |
| Standard Deviation(%) | NA | 17.25 | 19.13 | 20.14 | NA | NA | NA | … | … | 18.17 | 102.52 | 18.09 | 17.60 | 24.04 | 20.75 | 43.16 | 14.21 | 41.76 |
| Draw Down(%) | NA | 13.36 | 24.17 | 24.17 | NA | NA | NA | … | … | 13.36 | 63.56 | 8.71 | 15.61 | 17.52 | 10.35 | 43.18 | 8.81 | 8.10 |
| Yield(%) | 0.00 | 69.58 | 28.96 | 17.99 | 14.28 | 9.52 | 7.14 | … | … | 0.00 | 68.96 | 8.74 | 5.05 | 2.70 | 24.68 | 0.47 | 9.07 | 0.04 |
Data as of 06/10/2026, Common starting date is 12/19/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSVIX (MESIROW FINANCIAL SMALL CAP VALUE FUND INSTITUTIONAL SHARES) |
3.51%
Apr 2021 – Apr 2024 |
6.62%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSVIX (MESIROW FINANCIAL SMALL CAP VALUE FUND INSTITUTIONAL SHARES) |
25.69%
Mar 2020 – Mar 2023 |
18.16%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart