| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -10.19% | -14.63% | 47.75% | -23.82% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 27.27% | 27.61% | 30.02% |
| Negative volatility | 21.71% | 16.13% | 21.21% |
| Sharpe | Neg | 0.59 | 0.00 |
| Sortino | Neg | 1.01 | 0.00 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MSIF US Advantage B $ | 3.08% | -52.68% | 38.16% | 37.28% | 2.35% | -10.19% | |
| Equity Usa - Large & Mid Cap Growth | 37.29% | -24.49% | 37.85% | 42.26% | 4.53% | -4.89% | |