- ISIN
- US61756E6932
- CUSIP
- 61756E693
- Issuer
- T. Rowe Price
- Inception Date
- May 29, 2008
- Category
- Global Equities
- 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
MGGIX Performance Chart
Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio (MGGIX) is down 0.1% since the beginning of the year. MGGIX is currently trading at $36 per share. Investors who bought $1,000 worth of MGGIX shares 5 years ago would now be looking at an investment worth $1,098.
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Returns By Period
Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio (MGGIX) has returned -0.11% so far this year and -8.62% over the past 12 months. Over the last ten years, MGGIX has returned 12.60% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio
- 1D
- 2.63%
- 1M
- -4.10%
- 6M
- 0.91%
- YTD
- -0.11%
- 1Y
- -8.62%
- 3Y*
- 11.17%
- 5Y*
- 1.88%
- 10Y*
- 12.60%
- ALL TIME*
- 11.72%
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%
MGGIX Monthly Returns History
Based on dividend-adjusted daily data since May 30, 2008, MGGIX's average daily return is +0.05%, while the average monthly return is +1.10%. At this rate, an investment would double in approximately 5.3 years.
Historically, 59% of months were positive and 41% were negative. The best month was Apr 2009 with a return of +18.9%, while the worst month was Oct 2008 at -21.1%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 6 months.
On a daily basis, MGGIX closed higher 54% of trading days. The best single day was Oct 13, 2008 with a return of +13.3%, while the worst single day was Dec 17, 2025 at -10.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.01% | -1.73% | -9.20% | 9.04% | 7.65% | 2.66% | -6.16% | -0.11% | |||||
| 2025 | 6.82% | -0.80% | -6.92% | 5.06% | 7.52% | 5.38% | -3.51% | 0.89% | 2.18% | -0.17% | -4.47% | -8.52% | 1.86% |
| 2024 | 1.98% | 9.28% | 1.05% | -5.06% | 0.56% | 3.99% | -2.28% | 6.36% | 5.60% | 1.12% | 5.97% | -3.04% | 27.50% |
| 2023 | 16.32% | -2.75% | 6.56% | 0.57% | 3.77% | 6.80% | 5.20% | -3.44% | -6.38% | -2.62% | 14.82% | 4.78% | 49.70% |
| 2022 | -10.92% | -7.70% | -3.05% | -14.96% | -5.04% | -10.01% | 11.61% | -2.46% | -11.81% | 3.54% | 9.40% | -7.23% | -41.57% |
| 2021 | -1.21% | 3.69% | -3.56% | 5.97% | -1.64% | 3.43% | -2.69% | 2.16% | -4.58% | 5.20% | -5.74% | 0.04% | 0.22% |
Benchmark Metrics
Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio has an annualized alpha of 2.66%, beta of 1.00, and R2 of 0.73 versus S&P 500 Index. Calculated based on daily prices since May 30, 2008.
- This fund captured 111.03% of S&P 500 Index gains and 102.14% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 2.66% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 1.00 and R2 of 0.73, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 2.66%
- Beta
- 1.00
- R²
- 0.73
- Upside Capture
- 111.03%
- Downside Capture
- 102.14%
Expense Ratio
MGGIX has a high expense ratio of 0.95%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
MGGIX ranks 1 for risk / return — above 1% of mutual funds peers on PortfoliosLab. Its historical combined result is below most peers; review the five component ranks for context.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio (MGGIX) 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.
| MGGIX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.86 | ||
| Sortino ratioReturn per unit of downside risk | -2.42 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 1.25 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | -0.39 | 2.00 | -2.39 |
| Martin ratioReturn relative to average drawdown | -0.81 | 8.49 | -9.30 |
Dividends
Dividend History
Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $3.23 | $0.64 | $4.67 | $2.10 | $0.52 | $0.00 | $0.17 | $0.09 | $1.08 | $0.21 |
Dividend yield | 0.00% | 0.00% | 9.27% | 2.13% | 22.94% | 4.92% | 1.16% | 0.00% | 0.79% | 0.39% | 7.04% | 1.26% |
Monthly Dividends
The table displays the monthly dividend distributions for Morgan Stanley Institutional Fund, Inc. Global Opportunity 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $3.23 | $3.23 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.64 | $0.64 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.67 | $4.67 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.10 | $2.10 |
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. Global Opportunity 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. Global Opportunity Portfolio was 59.08%, occurring on Nov 20, 2008. Recovery took 459 trading sessions.
The current Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio drawdown is 14.93%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-59.08%Nov 2008 | 5mo 17d | 1y 10mo | 2y 3moJun 2008 - Sep 2010 | Financial crisis2007–2009 |
-51.60%Oct 2022 | 1y 7mo | 1y 12mo | 3y 7moFeb 2021 - Oct 2024 | Bear market2022 |
-27.65%Mar 2026 | 6mo 9d | — | 10mo 18dSep 2025 - now | — |
-27.18%Mar 2020 | 27d | 2mo 12d | 3mo 9dFeb 2020 - May 2020 | COVID crash2020 |
-24.18%Oct 2011 | 5mo 4d | 1y 9mo | 2y 2moMay 2011 - Jul 2013 | — |
Drawdown Indicators
| MGGIX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.08% | -56.78% | -2.30% |
Max Drawdown (1Y)Largest decline over 1 year | -27.65% | -9.10% | -18.55% |
Max Drawdown (3Y)Largest decline over 3 years | -27.65% | -18.90% | -8.75% |
Max Drawdown (5Y)Largest decline over 5 years | -51.02% | -25.43% | -25.59% |
Max Drawdown (10Y)Largest decline over 10 years | -51.60% | -33.92% | -17.68% |
Current DrawdownCurrent decline from peak | -14.93% | -1.58% | -13.35% |
Average DrawdownAverage peak-to-trough decline | -11.24% | -10.70% | -0.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.29% | 2.14% | +11.15% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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