Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSHLX (GROWTH PORTFOLIO CLASS L) | -11.54% | -3.53% | 22.09% | -10.07% | 8.36% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSHLX (GROWTH PORTFOLIO CLASS L) | 05/01/2012 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.88 | -3.53 | 22.09 | -10.07 | 8.36 | NA | NA | … | … | -11.54 | 28.06 | 45.53 | 49.11 | -67.01 | -22.57 | 93.40 | 22.17 | 6.85 | 42.74 | -2.71 | 10.94 | 5.63 | 47.44 | -3.61 |
| Sharpe Ratio | NA | -0.02 | 0.70 | -0.27 | 0.20 | NA | NA | … | … | -0.63 | 0.75 | 1.42 | 1.41 | -1.08 | -0.54 | 2.30 | 0.96 | 0.22 | 3.71 | -0.17 | 0.63 | 0.32 | 3.53 | -0.36 |
| Standard Deviation(%) | NA | 28.42 | 30.64 | 41.60 | 34.85 | NA | NA | … | … | 31.88 | 34.24 | 27.36 | 32.13 | 63.43 | 41.80 | 40.28 | 21.55 | 25.01 | 11.41 | 17.53 | 17.42 | 17.44 | 13.44 | 15.24 |
| Draw Down(%) | NA | 28.03 | 32.59 | 80.30 | 80.30 | NA | NA | … | … | 21.72 | 32.59 | 13.10 | 23.85 | 68.32 | 39.97 | 32.97 | 16.16 | 24.85 | 4.17 | 19.34 | 14.47 | 13.98 | 4.56 | 11.72 |
| Yield(%) | 0.00 | 0.00 | 0.07 | 0.01 | 5.91 | 6.86 | 5.15 | … | … | 0.00 | 0.00 | 0.19 | 0.00 | 0.00 | 0.00 | 0.00 | 13.27 | 8.61 | 26.48 | 11.94 | 8.16 | 5.20 | 6.04 | 0.14 |
Data as of 06/10/2026, Common starting date is 05/01/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSHLX (GROWTH PORTFOLIO CLASS L) |
-32.20%
Nov 2020 – Nov 2023 |
-10.65%
Feb 2021 – Feb 2026 |
2.52%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSHLX (GROWTH PORTFOLIO CLASS L) |
39.92%
Nov 2017 – Nov 2020 |
33.69%
Feb 2016 – Feb 2021 |
11.01%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart