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Sortino ratio is not yet available for MRJAX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares Morgan Stanley Multi-Asset Real Return Portfolio A's Sortino Ratio with other mutual funds in the Global Equities category across multiple time periods, showing how MRJAX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 6, 2026.


SymbolName1Y Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
LVAGXLSV Global Value Fund5.02
VGPMXVanguard Global Capital Cycles Fund4.59
PGVFXPolaris Global Value Fund4.59
LVAFXLSV Global Managed Volatility Fund4.54
EPSYXMainStay Epoch Global Equity Yield Fund4.54
GMGEXGMO Global Equity Allocation Fund4.53
JGYIXJohn Hancock Global Shareholder Yield Fund4.47
FMIEXWasatch Global Value Fund Investor Class Shares4.46
AGLOXAriel Global Fund4.24
GWOAXGMO Global Developed Equity Allocation Fund4.22
MRJAXMorgan Stanley Multi-Asset Real Return Portfolio A

S&P 500 Index

How to choose period

Historical Sortino Ratio

The chart shows MRJAX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when MRJAX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.


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