- ISIN
- US61760X6537
- CUSIP
- 61760X653
- Issuer
- T. Rowe Price
- Inception Date
- Aug 29, 2013
- 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
MGQIX Performance Chart
Morgan Stanley Institutional Fund, Inc. Global Sustain Portfolio (MGQIX) is down 4.4% since the beginning of the year. MGQIX is currently trading at $13 per share. Investors who bought $1,000 worth of MGQIX shares 5 years ago would now be looking at an investment worth $916.
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Returns By Period
Morgan Stanley Institutional Fund, Inc. Global Sustain Portfolio (MGQIX) has returned -4.38% so far this year and -28.62% over the past 12 months. Over the last ten years, MGQIX has returned 6.35% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
Morgan Stanley Institutional Fund, Inc. Global Sustain Portfolio
- 1D
- 1.36%
- 1M
- -2.01%
- 6M
- -2.99%
- YTD
- -4.38%
- 1Y
- -28.62%
- 3Y*
- -2.24%
- 5Y*
- -1.75%
- 10Y*
- 6.35%
- ALL TIME*
- 6.95%
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%
MGQIX Monthly Returns History
Based on dividend-adjusted daily data since Sep 4, 2013, MGQIX's average daily return is +0.03%, while the average monthly return is +0.66%. At this rate, an investment would double in approximately 8.8 years.
Historically, 61% of months were positive and 39% were negative. The best month was Apr 2020 with a return of +10.5%, while the worst month was Dec 2025 at -24.4%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 6 months.
On a daily basis, MGQIX closed higher 51% of trading days. The best single day was Dec 16, 2024 with a return of +30.3%, while the worst single day was Dec 17, 2025 at -25.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.43% | -2.83% | -6.70% | 7.60% | 1.33% | -0.70% | -1.17% | -4.38% | |||||
| 2025 | 5.16% | -1.21% | -2.81% | 1.80% | 5.49% | 2.52% | -1.97% | 1.06% | 0.17% | -1.82% | -1.79% | -24.37% | -19.55% |
| 2024 | 1.96% | 4.00% | 0.10% | -4.61% | 3.06% | 1.98% | 2.76% | 2.78% | 2.51% | -1.84% | 5.62% | -2.60% | 16.34% |
| 2023 | 6.38% | -4.39% | 5.63% | 2.27% | -1.20% | 5.52% | 1.78% | -0.73% | -5.29% | -2.70% | 9.87% | 3.86% | 21.69% |
| 2022 | -6.01% | -3.53% | 0.40% | -6.83% | 0.00% | -6.48% | 7.12% | -6.04% | -9.54% | 5.02% | 8.88% | -3.98% | -20.69% |
| 2021 | -2.23% | 0.49% | 4.18% | 4.89% | 0.06% | 1.18% | 2.94% | 1.46% | -4.31% | 5.39% | -3.06% | 6.87% | 18.61% |
Benchmark Metrics
Morgan Stanley Institutional Fund, Inc. Global Sustain Portfolio has an annualized alpha of -2.36%, beta of 0.85, and R2 of 0.51 versus S&P 500 Index. Calculated based on daily prices since September 04, 2013.
- This fund participated in 93.28% of S&P 500 Index downside but only 72.51% of its upside - more exposed to losses than it benefited from rallies.
- This fund had an annualized alpha of -2.36% versus S&P 500 Index - delivering less than market exposure alone would predict.
- Alpha
- -2.36%
- Beta
- 0.85
- R²
- 0.51
- Upside Capture
- 72.51%
- Downside Capture
- 93.28%
Expense Ratio
MGQIX has an expense ratio of 0.90%, placing it in the medium range.
Return for Risk
Risk / Return Rank
MGQIX ranks 0 for risk / return — above 0% 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 Sustain Portfolio (MGQIX) 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.
| MGQIX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.45 | ||
| Sortino ratioReturn per unit of downside risk | -3.09 | ||
| Omega ratioGain probability vs. loss probability | 0.73 | 1.25 | -0.52 |
| Calmar ratioReturn relative to maximum drawdown | -0.80 | 2.00 | -2.81 |
| Martin ratioReturn relative to average drawdown | -1.24 | 8.49 | -9.73 |
Dividends
Dividend History
Morgan Stanley Institutional Fund, Inc. Global Sustain 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 | $5.06 | $0.09 | $0.11 | $0.34 | $0.42 | $0.71 | $0.97 | $0.69 | $0.89 | $0.36 |
Dividend yield | 0.00% | 0.00% | 30.72% | 0.47% | 0.71% | 1.79% | 2.54% | 4.84% | 8.37% | 5.51% | 8.22% | 3.11% |
Monthly Dividends
The table displays the monthly dividend distributions for Morgan Stanley Institutional Fund, Inc. Global Sustain 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 | $5.06 | $5.06 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.11 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 | $0.34 |
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 Sustain 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 Sustain Portfolio was 47.63%, occurring on Mar 27, 2026. The portfolio has not yet recovered.
The current Morgan Stanley Institutional Fund, Inc. Global Sustain Portfolio drawdown is 42.25%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-47.63%Mar 2026 | 1y 3mo | — | 1y 7moDec 2024 - now | — |
-29.68%Mar 2020 | 1mo 2d | 3mo 24d | 4mo 26dFeb 2020 - Jul 2020 | COVID crash2020 |
-28.69%Oct 2022 | 9mo 16d | 1y 3mo | 2y 1moDec 2021 - Feb 2024 | Bear market2022 |
-13.72%Dec 2018 | 2mo 23d | 2mo 20d | 5mo 13dOct 2018 - Mar 2019 | Rate-hike selloffLate 2018 |
-11.20%Feb 2016 | 3mo 14d | 2mo 8d | 5mo 22dOct 2015 - Apr 2016 | — |
Drawdown Indicators
| MGQIX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.63% | -56.78% | +9.15% |
Max Drawdown (1Y)Largest decline over 1 year | -37.59% | -9.10% | -28.49% |
Max Drawdown (3Y)Largest decline over 3 years | -47.63% | -18.90% | -28.73% |
Max Drawdown (5Y)Largest decline over 5 years | -47.63% | -25.43% | -22.20% |
Max Drawdown (10Y)Largest decline over 10 years | -47.63% | -33.92% | -13.71% |
Current DrawdownCurrent decline from peak | -42.25% | -1.58% | -40.67% |
Average DrawdownAverage peak-to-trough decline | -7.69% | -10.70% | +3.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.26% | 2.14% | +22.12% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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