| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -3.79% | -14.37% | 53.99% | 4.77% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 16.92% | 16.94% | 20.11% |
| Negative volatility | 14.34% | 9.73% | 13.47% |
| Sharpe | Neg | 0.84 | 0.18 |
| Sortino | Neg | 1.46 | 0.27 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MSIF Global Opportunity B $ | 7.20% | -39.51% | 43.60% | 32.71% | -2.78% | -3.79% | |
| Equity World (Emerging & Developed Markets) - Large & Mid Cap Growth | 26.22% | -23.75% | 29.01% | 32.77% | 8.16% | -0.87% | |