Morgan Stanley Institutional Fund Trust Discovery Portfolio Class A (MACGX)
Fund Info
US6174405992
617440599
Mar 30, 1990
$1,000
Mid-Cap
Growth
Expense Ratio
MACGX has a high expense ratio of 1.00%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Morgan Stanley Institutional Fund Trust Discovery Portfolio Class A (MACGX) returned 9.46% year-to-date (YTD) and 52.97% over the past 12 months. Over the past 10 years, MACGX returned -8.52% annually, underperforming the S&P 500 benchmark at 10.79%.
MACGX
9.46%
18.56%
16.15%
52.97%
-4.60%
-8.52%
^GSPC (Benchmark)
0.60%
9.64%
-0.54%
11.47%
15.67%
10.79%
Monthly Returns
The table below presents the monthly returns of MACGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 8.77% | -6.30% | -9.01% | 7.69% | 9.61% | 9.46% | |||||||
| 2024 | -8.37% | 13.28% | 3.75% | -10.31% | 0.30% | 3.62% | 2.13% | 6.46% | 5.89% | 7.58% | 20.83% | -5.44% | 42.06% |
| 2023 | 17.24% | -3.77% | 3.54% | -6.83% | 8.51% | 9.89% | 8.78% | -10.29% | -5.40% | -8.92% | 14.49% | 17.10% | 46.30% |
| 2022 | -22.87% | -1.89% | -5.36% | -22.86% | -18.34% | -7.49% | 14.45% | 0.76% | -11.34% | 0.73% | -5.80% | -9.88% | -63.51% |
| 2021 | 8.60% | 2.36% | -12.06% | 2.81% | -5.44% | 12.86% | -5.49% | 0.80% | -5.14% | 11.21% | -7.11% | -42.01% | -41.93% |
| 2020 | 7.17% | -0.87% | -11.75% | 23.80% | 20.54% | 13.72% | 13.27% | 6.01% | 4.00% | -1.34% | 19.00% | -5.69% | 119.99% |
| 2019 | 14.65% | 8.59% | 1.54% | 5.83% | -0.30% | 6.84% | 4.27% | -2.69% | -10.80% | 0.19% | 9.98% | -15.15% | 20.58% |
| 2018 | 7.43% | 1.24% | -0.45% | -1.29% | 10.95% | 3.07% | -2.24% | 13.84% | 1.55% | -11.26% | 0.97% | -29.28% | -12.47% |
| 2017 | 7.84% | 1.33% | 2.87% | 4.36% | 7.74% | 0.62% | 0.72% | 2.65% | -0.99% | 2.96% | 3.56% | -32.82% | -6.73% |
| 2016 | -11.48% | -4.33% | 6.72% | 0.29% | 0.90% | 1.00% | 6.34% | 0.03% | -1.22% | -5.96% | -1.67% | -44.57% | -50.26% |
| 2015 | -1.12% | 6.26% | -2.06% | 0.62% | -0.85% | -0.34% | 1.07% | -7.67% | -4.46% | 0.41% | 2.81% | -12.51% | -17.62% |
| 2014 | -0.53% | 8.60% | -7.43% | -7.73% | 1.85% | 6.46% | -3.00% | 5.75% | -4.02% | 4.19% | 0.38% | -16.39% | -13.86% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 87, MACGX is among the top 13% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Morgan Stanley Institutional Fund Trust Discovery Portfolio Class A (MACGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
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 Institutional Fund Trust Discovery Portfolio Class A. 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 Institutional Fund Trust Discovery Portfolio Class A was 85.92%, occurring on Jan 5, 2023. The portfolio has not yet recovered.
The current Morgan Stanley Institutional Fund Trust Discovery Portfolio Class A drawdown is 66.33%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -85.92% | Mar 5, 2014 | 2227 | Jan 5, 2023 | — | — | — |
| -72.81% | Mar 13, 2000 | 644 | Oct 9, 2002 | 2131 | Apr 1, 2011 | 2775 |
| -34.88% | Jul 21, 1998 | 58 | Oct 8, 1998 | 130 | Apr 8, 1999 | 188 |
| -25.27% | Jul 8, 2011 | 115 | Dec 19, 2011 | 406 | Aug 5, 2013 | 521 |
| -13.83% | Dec 14, 1999 | 18 | Jan 6, 2000 | 9 | Jan 20, 2000 | 27 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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