| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -10.89% | -12.65% | 71.46% | -18.14% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 31.39% | 30.97% | 34.11% |
| Negative volatility | 24.77% | 17.70% | 23.81% |
| Sharpe | Neg | 0.71 | 0.09 |
| Sortino | Neg | 1.25 | 0.13 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MSIF Us Growth Z GBP | 10.23% | -57.86% | 44.61% | 50.51% | 5.80% | -10.89% | |
| Equity Usa - Large & Mid Cap Growth | 37.29% | -24.49% | 37.85% | 42.26% | 4.53% | -4.89% | |