- ISIN
- US61756E6858
- CUSIP
- 61756E685
- Issuer
- Morgan Stanley
- Inception Date
- May 24, 2010
- Category
- Global Equities
- Min. Investment
- $1,000
- Index Tracked
- MSCI All Country World Index
- Distribution Policy
- Accumulating
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
MGGPX Performance Chart
Morgan Stanley Global Opportunity Portfolio Class A (MGGPX) is up 2.0% since the beginning of the year. MGGPX is currently trading at $33 per share. Investors who bought $1,000 worth of MGGPX shares 5 years ago would now be looking at an investment worth $1,095.
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Returns By Period
Morgan Stanley Global Opportunity Portfolio Class A (MGGPX) has returned 1.98% so far this year and -9.29% over the past 12 months. Over the last ten years, MGGPX has had an annualized return of 13.11%, just under the S&P 500 Index benchmark’s 13.61%.
Morgan Stanley Global Opportunity Portfolio Class A
- 1D
- 4.44%
- 1M
- 3.21%
- YTD
- 1.98%
- 6M
- -8.89%
- 1Y
- -9.29%
- 3Y*
- 14.12%
- 5Y*
- 1.83%
- 10Y*
- 13.11%
Benchmark (S&P 500 Index)
- 1D
- 0.50%
- 1M
- -0.17%
- YTD
- 8.56%
- 6M
- 8.85%
- 1Y
- 22.93%
- 3Y*
- 19.37%
- 5Y*
- 11.84%
- 10Y*
- 13.61%
MGGPX Monthly Returns History
Based on dividend-adjusted daily data since May 24, 2010, MGGPX's average daily return is +0.06%, while the average monthly return is +1.25%. At this rate, an investment would double in approximately 4.6 years.
Historically, 59% of months were positive and 41% were negative. The best month was Jan 2023 with a return of +16.4%, while the worst month was Apr 2022 at -15.0%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 6 months.
On a daily basis, MGGPX closed higher 54% of trading days. The best single day was Nov 11, 2022 with a return of +12.6%, while the worst single day was Dec 17, 2025 at -11.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.04% | -1.76% | -9.20% | 8.99% | 7.61% | -1.50% | 1.98% | ||||||
| 2025 | 6.80% | -0.84% | -6.94% | 5.02% | 7.49% | 5.36% | -3.54% | 0.87% | 2.16% | -0.21% | -4.50% | -9.25% | 0.77% |
| 2024 | 1.96% | 9.24% | 1.03% | -5.04% | 0.50% | 3.99% | -2.33% | 6.35% | 5.57% | 1.11% | 5.94% | -3.06% | 27.16% |
| 2023 | 16.36% | -2.78% | 6.54% | 0.56% | 3.74% | 6.71% | 5.20% | -3.47% | -6.42% | -2.62% | 14.81% | 4.71% | 49.29% |
| 2022 | -10.96% | -7.70% | -3.07% | -14.99% | -5.06% | -10.05% | 11.60% | -2.50% | -11.82% | 3.53% | 9.37% | -7.32% | -41.77% |
| 2021 | -1.23% | 3.67% | -3.59% | 5.95% | -1.67% | 3.41% | -2.71% | 2.11% | -4.60% | 5.16% | -5.76% | 0.04% | -0.05% |
Benchmark Metrics
Morgan Stanley Global Opportunity Portfolio Class A has an annualized alpha of 1.79%, beta of 1.02, and R2 of 0.69 versus S&P 500 Index. Calculated based on daily prices since May 24, 2010.
- This fund captured 103.33% of S&P 500 Index gains but only 96.60% of its losses - a favorable profile for investors.
- With beta of 1.02 and R2 of 0.69, 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
- 1.79%
- Beta
- 1.02
- R²
- 0.69
- Upside Capture
- 103.33%
- Downside Capture
- 96.60%
Expense Ratio
MGGPX has a high expense ratio of 1.25%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
MGGPX ranks 2 for risk / return — in the bottom 2% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Morgan Stanley Global Opportunity Portfolio Class A (MGGPX) 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.
| MGGPX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.28 | ||
| Sortino ratioReturn per unit of downside risk | -2.94 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 1.34 | -0.40 |
| Calmar ratioReturn relative to maximum drawdown | -0.34 | 2.53 | -2.88 |
| Martin ratioReturn relative to average drawdown | -0.74 | 11.37 | -12.11 |
Dividends
Dividend History
Morgan Stanley Global Opportunity Portfolio Class A 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% | 9.95% | 2.27% | 24.31% | 5.14% | 1.20% | 0.00% | 0.82% | 0.40% | 7.23% | 1.29% |
Monthly Dividends
The table displays the monthly dividend distributions for Morgan Stanley Global Opportunity Portfolio Class A. 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 | ||||||
| 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 Global Opportunity 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 Global Opportunity Portfolio Class A was 51.83%, occurring on Oct 14, 2022. Recovery took 519 trading sessions.
The current Morgan Stanley Global Opportunity Portfolio Class A drawdown is 13.89%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -51.83%Oct 2022 | 1y 7mo | 2y 25d | 3y 8moFeb 2021 - Nov 2024 |
2026 bear market2026 | -28.32%Mar 2026 | 6mo 9d | — | 8mo 27dSep 2025 - now |
COVID crash2020 | -27.19%Mar 2020 | 27d | 2mo 12d | 3mo 9dFeb 2020 - May 2020 |
2011 bear market2011 | -24.20%Oct 2011 | 5mo 4d | 1y 9mo | 2y 2moMay 2011 - Jul 2013 |
Rate-hike selloffLate 2018 | -23.92%Dec 2018 | 5mo 1d | 5mo 28d | 10mo 29dJul 2018 - Jun 2019 |
Drawdown Indicators
| MGGPX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.83% | -56.78% | +4.95% |
Max Drawdown (1Y)Largest decline over 1 year | -28.32% | -9.10% | -19.22% |
Max Drawdown (3Y)Largest decline over 3 years | -28.32% | -18.90% | -9.42% |
Max Drawdown (5Y)Largest decline over 5 years | -51.14% | -25.43% | -25.71% |
Max Drawdown (10Y)Largest decline over 10 years | -51.83% | -33.92% | -17.91% |
Current DrawdownCurrent decline from peak | -13.89% | -2.34% | -11.55% |
Average DrawdownAverage peak-to-trough decline | -9.46% | -10.72% | +1.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.10% | 2.02% | +11.08% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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