Morgan Stanley Growth Portfolio (MEGIX)
Fund Info
Apr 30, 2017
$0
Mid-Cap
Growth
Expense Ratio
MEGIX has an expense ratio of 0.57%, placing it in the medium range.
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 Growth Portfolio (MEGIX) returned 21.46% year-to-date (YTD) and 81.73% over the past 12 months. Over the past 10 years, MEGIX delivered an annualized return of 16.51%, outperforming the S&P 500 benchmark at 10.84%.
MEGIX
21.46%
12.49%
17.32%
81.73%
28.43%
10.34%
16.51%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of MEGIX, 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 | 20.08% | -6.81% | -12.15% | 8.84% | 13.51% | 21.46% | |||||||
| 2024 | -5.69% | 12.39% | 2.26% | -9.61% | -1.68% | 4.74% | 1.19% | 6.46% | 5.93% | 7.42% | 23.68% | -4.16% | 46.59% |
| 2023 | 17.48% | -4.08% | 3.95% | -5.89% | 9.90% | 8.64% | 8.71% | -9.18% | -5.23% | -8.59% | 17.80% | 12.09% | 48.66% |
| 2022 | -22.06% | -0.93% | -4.99% | -21.95% | -16.64% | -9.13% | 10.81% | 1.36% | -10.18% | 2.49% | -2.72% | -10.47% | -60.94% |
| 2021 | 1.67% | 5.52% | -8.34% | 5.23% | -2.94% | 12.05% | -0.32% | 2.27% | -6.32% | 7.80% | -3.42% | -10.81% | -0.20% |
| 2020 | 7.40% | -1.22% | -9.61% | 20.48% | 18.76% | 10.83% | 10.64% | 8.56% | 1.41% | -4.03% | 19.43% | 2.45% | 117.49% |
| 2019 | 12.09% | 5.08% | 1.42% | 3.83% | -3.32% | 7.20% | 0.74% | -4.43% | -3.42% | 1.05% | 8.72% | 0.39% | 31.82% |
| 2018 | 9.42% | 1.44% | -1.25% | 0.08% | 6.84% | 1.79% | 0.02% | 8.83% | -0.84% | -10.64% | 1.28% | -7.56% | 7.73% |
| 2017 | 9.94% | 1.95% | 3.26% | 4.35% | 6.28% | -1.01% | 3.32% | 2.76% | -1.21% | 5.61% | 2.01% | -0.22% | 43.27% |
| 2016 | -9.62% | -2.77% | 7.61% | -0.21% | 2.76% | -0.75% | 6.81% | 0.86% | 3.12% | -3.51% | -2.67% | -1.91% | -1.53% |
| 2015 | 0.52% | 7.83% | -1.98% | 1.78% | 0.24% | 0.15% | 5.86% | -6.69% | -4.27% | 6.14% | 3.48% | -0.40% | 12.29% |
| 2014 | 0.45% | 6.03% | -6.90% | -4.49% | 4.29% | 4.34% | -7.97% | 5.67% | -2.51% | 2.64% | 1.67% | -2.88% | -0.97% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 91, MEGIX is among the top 9% 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 Growth Portfolio (MEGIX) 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
Morgan Stanley Growth Portfolio provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $14.67 | $18.71 | $5.60 | $1.91 | $6.96 | $2.58 | $4.68 | $4.45 |
Dividend yield | 0.00% | 0.00% | 0.00% | 163.32% | 34.82% | 7.97% | 5.35% | 24.32% | 7.96% | 18.99% | 14.86% |
Monthly Dividends
The table displays the monthly dividend distributions for Morgan Stanley Growth Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $14.67 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $14.67 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $18.71 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $18.71 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.60 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.60 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.91 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.91 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.96 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.96 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.58 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.58 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.68 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.68 |
| 2015 | $4.45 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.45 |
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 Growth Portfolio. 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 Growth Portfolio was 69.99%, occurring on Dec 28, 2022. The portfolio has not yet recovered.
The current Morgan Stanley Growth Portfolio drawdown is 17.25%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -69.99% | Nov 17, 2021 | 280 | Dec 28, 2022 | — | — | — |
| -60.13% | Nov 1, 2007 | 266 | Nov 20, 2008 | 540 | Jan 13, 2011 | 806 |
| -33.03% | Feb 20, 2020 | 18 | Mar 16, 2020 | 35 | May 5, 2020 | 53 |
| -24.65% | Feb 17, 2021 | 61 | May 13, 2021 | 110 | Oct 19, 2021 | 171 |
| -24.46% | Aug 30, 2018 | 80 | Dec 24, 2018 | 58 | Mar 20, 2019 | 138 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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