Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSOPX (GLOBAL OPPORTUNITY PORTFOLIO CLASS C) | -1.15% | -2.95% | 17.15% | 3.01% | 12.78% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 05/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSOPX (GLOBAL OPPORTUNITY PORTFOLIO CLASS C) | 05/01/2015 | 06/08/2026 |
| 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 (%) | -5.97 | -2.95 | 17.15 | 3.01 | 12.78 | NA | NA | … | … | -1.15 | 11.29 | 26.24 | 48.23 | -42.17 | -0.76 | 54.01 | 34.03 | -6.60 | 47.92 | 0.05 | 4.27 |
| Sharpe Ratio | NA | -0.02 | 0.72 | 0.06 | 0.51 | NA | NA | … | … | 0.25 | 0.39 | 1.01 | 2.35 | -1.07 | -0.04 | 1.70 | 2.31 | -0.41 | 5.40 | -0.01 | 0.35 |
| Standard Deviation(%) | NA | 18.66 | 21.43 | 26.09 | 23.15 | NA | NA | … | … | 23.03 | 21.72 | 22.39 | 19.19 | 40.73 | 19.22 | 31.50 | 14.09 | 19.36 | 8.80 | 15.92 | 18.52 |
| Draw Down(%) | NA | 20.61 | 23.75 | 51.45 | 52.38 | NA | NA | … | … | 17.47 | 21.41 | 13.74 | 15.18 | 47.14 | 14.15 | 27.25 | 7.86 | 24.13 | 3.61 | 14.37 | 14.19 |
| Yield(%) | 0.00 | 11.07 | 11.11 | 6.86 | 10.09 | 7.10 | 5.33 | … | … | 0.00 | 12.48 | 13.00 | 3.57 | 12.07 | 5.15 | 1.89 | 0.00 | 0.78 | 0.60 | 7.09 | 1.35 |
Data as of 06/08/2026, 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 |
|---|---|---|---|---|
| MSOPX (GLOBAL OPPORTUNITY PORTFOLIO CLASS C) |
-6.68%
Oct 2020 – Oct 2023 |
1.33%
Mar 2021 – Mar 2026 |
12.07%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSOPX (GLOBAL OPPORTUNITY PORTFOLIO CLASS C) |
31.47%
Sep 2022 – Sep 2025 |
26.35%
Feb 2016 – Feb 2021 |
14.62%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart