Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSTGX (Morningstar Global Income Fund) | 6.76% | 12.74% | 10.84% | 4.69% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 11/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSTGX (Morningstar Global Income Fund) | 11/02/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 12.74 | 10.84 | 4.69 | NA | NA | NA | … | … | 6.76 | 13.58 | 5.37 | 11.89 | -11.08 | 8.38 | 3.93 | 19.97 | -3.56 |
| Sharpe Ratio | NA | 1.64 | 1.13 | 0.27 | NA | NA | NA | … | … | 1.60 | 1.53 | 0.30 | 1.15 | -1.18 | 1.08 | 0.17 | 2.93 | -2.14 |
| Standard Deviation(%) | NA | 6.04 | 6.74 | 7.76 | NA | NA | NA | … | … | 7.28 | 7.04 | 5.77 | 7.22 | 10.61 | 7.73 | 22.22 | 6.30 | 10.82 |
| Draw Down(%) | NA | 4.94 | 6.56 | 19.63 | NA | NA | NA | … | … | 4.94 | 6.56 | 3.37 | 6.47 | 19.63 | 4.76 | 27.96 | 3.74 | 7.48 |
| Yield(%) | 0.00 | 4.54 | 5.66 | 5.94 | 4.54 | 3.03 | 2.27 | … | … | 1.43 | 4.70 | 6.59 | 6.59 | 7.21 | 10.29 | 2.98 | 4.73 | 0.54 |
Data as of 06/11/2026, Common starting date is 11/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSTGX (Morningstar Global Income Fund) |
-0.99%
Sep 2019 – Sep 2022 |
3.38%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSTGX (Morningstar Global Income Fund) |
12.63%
Sep 2022 – Sep 2025 |
8.59%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart