Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MURSX (MSIF US Real Estate Port CL IS) | NA | 29.03% | -1.42% | 1.03% | 2.71% | NA | NA | … | … |
Data as of 11/22/2024, Common starting date is 09/16/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MURSX (MSIF US Real Estate Port CL IS) | 09/16/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 29.03 | -1.42 | 1.03 | 2.71 | NA | NA | … | … | 17.01 | 14.76 | -32.11 | 37.18 | -18.14 | 18.30 | -8.34 | 3.29 | 7.10 | 2.62 | 30.81 | -2.10 |
| Sharpe Ratio | NA | 1.52 | -0.26 | -0.05 | 0.05 | NA | NA | … | … | 0.85 | 0.55 | -1.33 | 2.38 | -0.36 | 1.34 | -0.58 | 0.24 | 0.43 | 0.15 | 2.88 | -0.47 |
| Standard Deviation(%) | NA | 14.73 | 20.31 | 28.64 | 22.83 | NA | NA | … | … | 14.29 | 19.12 | 25.32 | 15.60 | 51.40 | 12.61 | 16.76 | 10.96 | 16.17 | 17.14 | 10.71 | 14.83 |
| Draw Down(%) | NA | 9.38 | 36.45 | 47.56 | 47.56 | NA | NA | … | … | 9.18 | 16.23 | 33.74 | 7.26 | 47.56 | 5.87 | 15.83 | 7.89 | 14.18 | 16.07 | 7.02 | 8.18 |
| Yield(%) | 0.00 | 2.34 | 1.58 | 3.76 | 6.94 | 5.76 | 4.32 | … | … | 1.76 | 2.62 | 1.16 | 1.54 | 2.16 | 16.13 | 22.62 | 14.50 | 10.72 | 14.74 | 6.68 | 2.26 |
Data as of 11/22/2024, Common starting date is 09/16/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MURSX (MSIF US Real Estate Port CL IS) |
-10.13%
Mar 2017 – Mar 2020 |
-5.34%
Mar 2015 – Mar 2020 |
1.32%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MURSX (MSIF US Real Estate Port CL IS) |
12.86%
Dec 2013 – Dec 2016 |
8.63%
Nov 2013 – Nov 2018 |
3.64%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart