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ISIN
US61760X6123
CUSIP
61760X612
Inception Date
Jun 29, 2011
Min. Investment
$1,000,000
Distribution Policy
Accumulating
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth

Share Price Chart


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Performance

MELIX Performance Chart

Morgan Stanley Institutional Fund, Inc. Emerging Markets Leaders Portfolio (MELIX) is up 4.6% since the beginning of the year. MELIX is currently trading at $17 per share. Investors who bought $1,000 worth of MELIX shares 5 years ago would now be looking at an investment worth $878.


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Benchmark

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Returns By Period

Morgan Stanley Institutional Fund, Inc. Emerging Markets Leaders Portfolio (MELIX) has returned 4.62% so far this year and 12.87% over the past 12 months. Over the last ten years, MELIX has returned 6.59% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.


Morgan Stanley Institutional Fund, Inc. Emerging Markets Leaders Portfolio

1D
3.38%
1M
-5.42%
6M
1.16%
YTD
4.62%
1Y
12.87%
3Y*
7.01%
5Y*
-2.57%
10Y*
6.59%
ALL TIME*
6.02%

Benchmark (S&P 500 Index)

1D
0.70%
1M
0.09%
6M
7.94%
YTD
9.41%
1Y
20.07%
3Y*
17.84%
5Y*
11.25%
10Y*
13.26%
ALL TIME*
8.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MELIX Monthly Returns History

Based on dividend-adjusted daily data since Jan 8, 2015, MELIX's average daily return is +0.03%, while the average monthly return is +0.62%. At this rate, an investment would double in approximately 9.3 years.

Historically, 56% of months were positive and 44% were negative. The best month was Jul 2020 with a return of +11.3%, while the worst month was Mar 2020 at -19.8%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 8 months.

On a daily basis, MELIX closed higher 50% of trading days. The best single day was Mar 24, 2020 with a return of +6.7%, while the worst single day was Mar 16, 2020 at -9.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.42%3.65%-10.40%11.11%4.89%2.62%-8.92%4.62%
2025-0.73%-6.88%1.51%8.06%3.07%3.81%-5.20%3.55%2.86%0.85%1.86%-1.71%10.61%
2024-4.68%2.92%3.94%-1.53%1.96%6.03%0.00%3.56%-0.30%-2.54%-2.05%-4.44%2.24%
20235.32%-3.61%-0.22%-0.68%0.98%4.19%2.30%-3.86%-2.34%-4.26%10.00%4.76%12.17%
2022-10.32%-4.29%-3.65%-10.34%-2.32%-5.52%5.47%-0.42%-9.85%-3.36%8.40%-2.01%-33.49%
20213.40%1.29%-6.93%6.07%-0.15%6.23%-6.66%8.70%-4.07%1.21%-3.53%-2.29%1.84%

Benchmark Metrics

Morgan Stanley Institutional Fund, Inc. Emerging Markets Leaders Portfolio has an annualized alpha of -2.26%, beta of 0.78, and R2 of 0.51 versus S&P 500 Index. Calculated based on daily prices since January 08, 2015.

  • This fund participated in 82.85% of S&P 500 Index downside but only 63.24% of its upside - more exposed to losses than it benefited from rallies.
  • This fund had an annualized alpha of -2.26% versus S&P 500 Index - delivering less than market exposure alone would predict.

Alpha
-2.26%
Beta
0.78
0.51
Upside Capture
63.24%
Downside Capture
82.85%

Expense Ratio

MELIX has a high expense ratio of 1.15%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

MELIX ranks 14 for risk / return — above 14% of mutual funds peers on PortfoliosLab. Its historical combined result is below most peers; review the five component ranks for context.


MELIX Risk / Return Rank: 1414
Overall Rank
MELIX Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
MELIX Sortino Ratio Rank: 1212
Sortino Ratio Rank
MELIX Omega Ratio Rank: 1313
Omega Ratio Rank
MELIX Calmar Ratio Rank: 1414
Calmar Ratio Rank
MELIX Martin Ratio Rank: 1717
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

Risk / Return Metrics

The table below present risk-adjusted performance metrics for Morgan Stanley Institutional Fund, Inc. Emerging Markets Leaders Portfolio (MELIX) 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.


MELIXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.89

Sortino ratioReturn per unit of downside risk

-1.12

Omega ratioGain probability vs. loss probability

1.11

1.25

-0.14

Calmar ratioReturn relative to maximum drawdown

0.75

2.00

-1.25

Martin ratioReturn relative to average drawdown

2.46

8.49

-6.03

Dividends

Dividend History

Morgan Stanley Institutional Fund, Inc. Emerging Markets Leaders Portfolio provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%1.00%2.00%3.00%4.00%5.00%6.00%7.00%$0.00$0.20$0.40$0.60$0.8020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.00$0.00$0.00$0.00$0.00$0.02$0.78$0.88$0.05$0.12$0.01$0.12

Dividend yield

0.00%0.00%0.00%0.00%0.00%0.08%4.04%6.90%0.47%0.97%0.12%1.30%

Monthly Dividends

The table displays the monthly dividend distributions for Morgan Stanley Institutional Fund, Inc. Emerging Markets Leaders Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$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
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$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.02$0.02

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, Inc. Emerging Markets Leaders 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 Institutional Fund, Inc. Emerging Markets Leaders Portfolio was 46.84%, occurring on Oct 24, 2022. The portfolio has not yet recovered.

The current Morgan Stanley Institutional Fund, Inc. Emerging Markets Leaders Portfolio drawdown is 24.33%.


Drawdown

Fall

Recovery

Underwater

Related event

-46.84%Oct 2022
1y 8mo
5y 5moFeb 2021 - now
Bear market2022
-32.13%Mar 2020
1mo 2d3mo 2d
4mo 4dFeb 2020 - Jun 2020
COVID crash2020
-24.88%Oct 2018
9mo 3d1y 29d
1y 10moJan 2018 - Nov 2019
Rate-hike selloffLate 2018
-21.31%Jan 2016
9mo 16d6mo 27d
1y 4moApr 2015 - Aug 2016
-13.50%Dec 2016
2mo 19d4mo 2d
6mo 21dOct 2016 - Apr 2017

Drawdown Indicators


MELIXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-46.84%

-56.78%

+9.94%

Max Drawdown (1Y)

Largest decline over 1 year

-15.14%

-9.10%

-6.04%

Max Drawdown (3Y)

Largest decline over 3 years

-21.85%

-18.90%

-2.95%

Max Drawdown (5Y)

Largest decline over 5 years

-44.63%

-25.43%

-19.20%

Max Drawdown (10Y)

Largest decline over 10 years

-46.84%

-33.92%

-12.92%

Current Drawdown

Current decline from peak

-24.33%

-1.58%

-22.75%

Average Drawdown

Average peak-to-trough decline

-17.90%

-10.70%

-7.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.63%

2.14%

+2.49%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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