Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSRDX (GLOBAL REAL ESTATE PORTFOLIO CLASS C) | NA | 21.22% | -15.73% | -9.33% | NA | NA | NA | … | … |
Data as of 11/22/2024, Common starting date is 05/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSRDX (GLOBAL REAL ESTATE PORTFOLIO CLASS C) | 05/01/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 21.22 | -15.73 | -9.33 | NA | NA | NA | … | … | 11.33 | 10.57 | -43.91 | 2.15 | -16.02 | 17.02 | -9.11 | 8.54 | 2.31 | -4.96 |
| Sharpe Ratio | NA | 1.09 | -0.76 | -0.43 | NA | NA | NA | … | … | 0.44 | 0.38 | -1.29 | 0.10 | -0.41 | 1.63 | -0.86 | 1.04 | 0.14 | -0.49 |
| Standard Deviation(%) | NA | 13.34 | 26.06 | 27.43 | NA | NA | NA | … | … | 12.89 | 16.67 | 35.26 | 22.19 | 39.82 | 9.56 | 12.22 | 7.67 | 14.88 | 15.01 |
| Draw Down(%) | NA | 7.89 | 55.84 | 56.48 | NA | NA | NA | … | … | 7.45 | 17.40 | 44.78 | 19.44 | 43.22 | 7.29 | 13.11 | 4.51 | 12.33 | 12.70 |
| Yield(%) | 0.00 | 4.56 | 5.88 | 5.01 | 4.02 | 2.68 | 2.01 | … | … | 0.94 | 3.61 | 0.00 | 18.92 | 0.06 | 9.76 | 9.09 | 5.30 | 2.97 | 1.26 |
Data as of 11/22/2024, 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 |
|---|---|---|---|---|
| MSRDX (GLOBAL REAL ESTATE PORTFOLIO CLASS C) |
-21.64%
Dec 2019 – Dec 2022 |
-12.78%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSRDX (GLOBAL REAL ESTATE PORTFOLIO CLASS C) |
5.55%
Jan 2016 – Jan 2019 |
2.94%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart