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ISIN
US6169614053
CUSIP
616961405
Inception Date
Jul 27, 1997
Min. Investment
$1,000,000
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Bond

Share Price Chart


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Performance

DINDX Performance Chart


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S&P 500 Index

Returns By Period


Morgan Stanley Global Fixed Income Opportunities Fund

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.57%
1M
1.39%
YTD
9.73%
6M
10.46%
1Y
24.50%
3Y*
19.43%
5Y*
12.21%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DINDX Monthly Returns History


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.82%1.20%-0.16%0.57%0.40%1.57%0.28%1.69%0.79%0.84%0.00%8.28%
20240.42%-0.34%1.02%-0.73%1.23%0.83%1.63%1.06%1.25%-0.84%1.21%-0.13%6.76%
20232.43%-1.00%1.24%0.79%-0.79%0.40%0.60%0.00%-0.57%-0.42%2.83%2.77%8.49%
2022-0.82%-1.34%-0.98%-1.55%-0.64%-2.33%1.47%-0.62%-2.17%-0.20%1.81%0.16%-7.06%
2021-0.13%-0.64%-0.30%0.56%0.40%0.07%0.41%0.24%-0.10%-0.63%-0.29%0.42%0.01%

Benchmark Metrics

Morgan Stanley Global Fixed Income Opportunities Fund has an annualized alpha of 3.95%, beta of 0.02, and R2 of 0.02 versus S&P 500 Index. Calculated based on daily prices since July 28, 1997.

  • This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (21.84%) than losses (15.44%) - typical of diversified or defensive assets.
  • Beta of 0.02 may look defensive, but with R2 of 0.02 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
  • R2 of 0.02 means this fund moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
3.95%
Beta
0.02
0.02
Upside Capture
21.84%
Downside Capture
15.44%

Expense Ratio

DINDX has an expense ratio of 0.56%, placing it in the medium range.


Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Morgan Stanley Global Fixed Income Opportunities Fund (DINDX) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


DINDXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.36

Calmar ratioReturn relative to maximum drawdown

2.71

Martin ratioReturn relative to average drawdown

12.15

Dividends

Dividend History

Morgan Stanley Global Fixed Income Opportunities Fund provided a 2.69% dividend yield over the last twelve months, with an annual payout of $0.15 per share.


3.00%4.00%5.00%6.00%$0.00$0.05$0.10$0.15$0.20$0.25$0.30$0.352015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021202020192018201720162015
Dividend$0.15$0.28$0.24$0.29$0.20$0.18$0.20$0.20$0.18$0.34$0.26

Dividend yield

2.69%5.36%4.69%5.82%3.52%2.98%3.43%3.68%3.13%6.24%4.80%

Monthly Dividends

The table displays the monthly dividend distributions for Morgan Stanley Global Fixed Income Opportunities Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.02$0.02$0.02$0.02$0.02$0.02$0.03$0.03$0.03$0.04$0.00$0.25
2024$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.03$0.03$0.03$0.02$0.02$0.28
2023$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.24
2022$0.01$0.01$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.11$0.29
2021$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.05$0.20
2020$0.02$0.02$0.02$0.02$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.02$0.18

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Morgan Stanley Global Fixed Income Opportunities Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Morgan Stanley Global Fixed Income Opportunities Fund was 27.11%, occurring on Nov 21, 2008. Recovery took 228 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-27.11%Nov 2008
10mo 10d11mo 3d
1y 9moJan 2008 - Oct 2009
Dot-com crash2000–2002
-15.65%Mar 2002
3y 5mo1y 2mo
4y 7moOct 1998 - May 2003
COVID crash2020
-12.02%Mar 2020
1mo4mo 12d
5mo 12dFeb 2020 - Aug 2020
Bear market2022
-10.28%Oct 2022
1y 1mo1y 2mo
2y 3moSep 2021 - Dec 2023
2013 pullback2013
-6.53%Jun 2013
1mo 16d6mo 27d
8mo 13dMay 2013 - Jan 2014

Drawdown Indicators


DINDXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-56.78%

Max Drawdown (1Y)

Largest decline over 1 year

-9.10%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-1.29%

Average Drawdown

Average peak-to-trough decline

-10.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.02%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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