| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -10.06% | -13.77% | 52.23% | -19.92% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 27.29% | 27.63% | 30.05% |
| Negative volatility | 21.54% | 15.98% | 21.07% |
| Sharpe | Neg | 0.62 | 0.04 |
| Sortino | Neg | 1.08 | 0.05 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MSIF US Advantage A $ | 4.12% | -52.21% | 39.54% | 38.67% | 3.37% | -10.06% | |
| Equity Usa - Large & Mid Cap Growth | 37.29% | -24.49% | 37.85% | 42.26% | 4.53% | -4.89% | |