Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSGQX (GLOBAL QUALITY PORTFOLIO CLASS C) | -5.85% | -8.48% | 7.34% | 3.38% | 8.69% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 05/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSGQX (GLOBAL QUALITY PORTFOLIO CLASS C) | 05/01/2015 | 06/11/2026 |
| 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 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.49 | -8.48 | 7.34 | 3.38 | 8.69 | NA | NA | … | … | -5.85 | 5.37 | 15.11 | 20.35 | -21.54 | 17.32 | 14.69 | 29.26 | -0.50 | 21.46 | 3.06 | -0.54 |
| Sharpe Ratio | NA | -0.82 | 0.30 | 0.05 | 0.41 | NA | NA | … | … | -0.94 | 0.16 | 1.00 | 1.33 | -1.00 | 1.51 | 0.49 | 2.36 | -0.13 | 3.15 | 0.21 | -0.06 |
| Standard Deviation(%) | NA | 14.22 | 14.00 | 15.91 | 16.38 | NA | NA | … | … | 17.68 | 15.94 | 11.50 | 12.62 | 22.95 | 11.45 | 29.31 | 11.78 | 14.43 | 6.64 | 13.56 | 15.31 |
| Draw Down(%) | NA | 17.88 | 17.88 | 29.26 | 29.78 | NA | NA | … | … | 16.17 | 15.04 | 6.82 | 10.96 | 28.99 | 5.94 | 29.78 | 6.09 | 13.83 | 3.45 | 7.13 | 10.25 |
| Yield(%) | 0.00 | 26.08 | 19.21 | 11.18 | 11.22 | 7.52 | 5.64 | … | … | 0.00 | 28.37 | 28.85 | 0.00 | 0.29 | 1.72 | 2.52 | 3.35 | 7.38 | 6.56 | 8.76 | 3.91 |
Data as of 06/11/2026, Common starting date is 05/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSGQX (GLOBAL QUALITY PORTFOLIO CLASS C) |
1.08%
Sep 2019 – Sep 2022 |
3.24%
Mar 2021 – Mar 2026 |
8.05%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSGQX (GLOBAL QUALITY PORTFOLIO CLASS C) |
20.26%
Dec 2018 – Dec 2021 |
16.02%
Dec 2016 – Dec 2021 |
10.47%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart