| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -10.16% | -14.46% | 48.63% | -23.06% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 27.28% | 27.62% | 30.03% |
| Negative volatility | 21.68% | 16.10% | 21.18% |
| Sharpe | Neg | 0.60 | 0.01 |
| Sortino | Neg | 1.02 | 0.01 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MSIF US Advantage C $ | 3.29% | -52.59% | 38.43% | 37.55% | 2.56% | -10.16% | |
| Equity Usa - Large & Mid Cap Growth | 37.29% | -24.49% | 37.85% | 42.26% | 4.53% | -4.89% | |