Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio (MIOIX)
The fund invests primarily in established and emerging companies on an international basis, with capitalizations within the range of companies included in the MSCI All Country World ex USA Index. It invests primarily in securities of companies located in Europe, Japan, Asia, the Pacific Basin, Latin America, the Middle East and Africa. The fund may also invest in securities of companies located in the United States to a limited extent.
Fund Info
US61756E8342
61756E834
Mar 30, 2010
$1,000,000
Large-Cap
Growth
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio had a return of 20.52% year-to-date (YTD) and 28.33% in the last 12 months. Over the past 10 years, Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio had an annualized return of 7.09%, while the S&P 500 had an annualized return of 11.10%, indicating that Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio did not perform as well as the benchmark.
MIOIX
20.52%
-1.40%
8.32%
28.33%
2.33%
7.09%
^GSPC (Benchmark)
23.56%
0.49%
11.03%
30.56%
13.70%
11.10%
Monthly Returns
The table below presents the monthly returns of MIOIX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.71% | 7.98% | 1.65% | -2.82% | 3.74% | -0.15% | 0.23% | 5.98% | 6.36% | -1.53% | 20.52% | ||
| 2023 | 14.09% | -4.52% | 7.23% | -0.30% | -0.87% | 4.68% | 3.18% | -5.87% | -6.97% | -5.32% | 11.82% | 4.76% | 21.11% |
| 2022 | -13.76% | -8.57% | -6.57% | -14.19% | -3.37% | -10.60% | 10.53% | -5.39% | -11.85% | 2.38% | 14.99% | -13.08% | -48.49% |
| 2021 | 1.69% | 5.15% | -6.38% | 4.14% | -0.44% | 1.60% | -4.80% | 3.27% | -7.31% | 5.70% | -4.35% | -4.57% | -7.28% |
| 2020 | -3.37% | -3.14% | -9.19% | 11.93% | 7.83% | 11.05% | 8.05% | 7.36% | 0.31% | -0.00% | 9.51% | 6.86% | 55.11% |
| 2019 | 10.02% | 5.24% | 5.68% | 2.36% | -5.82% | 6.00% | -1.33% | -1.27% | -0.71% | 4.27% | 4.17% | 2.93% | 35.20% |
| 2018 | 7.15% | -3.07% | 0.77% | 0.85% | 5.34% | -2.36% | -2.04% | -1.00% | -1.86% | -11.99% | 1.37% | -4.77% | -12.21% |
| 2017 | 5.36% | 4.01% | 6.23% | 4.78% | 5.88% | 0.73% | 7.21% | 2.16% | 1.79% | 1.57% | -0.68% | 3.11% | 50.84% |
| 2016 | -5.12% | -4.56% | 6.61% | 1.10% | 0.95% | -0.81% | 6.15% | -0.51% | 2.26% | -1.70% | -3.21% | -1.06% | -0.64% |
| 2015 | 2.30% | 4.50% | 0.34% | 5.03% | 0.19% | 0.32% | -2.92% | -6.75% | -1.27% | 9.82% | 0.13% | -2.72% | 8.27% |
| 2014 | -1.89% | 5.55% | -2.10% | -2.44% | 4.55% | 3.30% | -1.31% | 3.79% | -5.11% | 1.96% | 0.41% | -4.92% | 1.06% |
| 2013 | 0.00% | -1.16% | 0.54% | 2.16% | 1.85% | -1.56% | 6.18% | 0.33% | 7.42% | 3.61% | 2.44% | 0.20% | 23.88% |
Expense Ratio
MIOIX has a high expense ratio of 1.00%, indicating higher-than-average management fees.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MIOIX is 47, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio (MIOIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.01 | $0.09 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% | 0.21% | 0.05% | 0.65% |
Monthly Dividends
The table displays the monthly dividend distributions for Morgan Stanley Institutional Fund, Inc. International 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | |
| 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 | $0.00 | $0.00 |
| 2020 | $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 |
| 2019 | $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 |
| 2018 | $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 |
| 2017 | $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 |
| 2016 | $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 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 |
| 2013 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Morgan Stanley Institutional Fund, Inc. International 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. International Opportunity Portfolio was 61.72%, occurring on Oct 14, 2022. The portfolio has not yet recovered.
The current Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio drawdown is 40.97%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.72% | Feb 17, 2021 | 420 | Oct 14, 2022 | — | — | — |
| -29.04% | Apr 29, 2011 | 109 | Oct 3, 2011 | 514 | Oct 21, 2013 | 623 |
| -28.32% | Jan 17, 2020 | 45 | Mar 23, 2020 | 49 | Jun 2, 2020 | 94 |
| -25.96% | Jun 7, 2018 | 139 | Dec 24, 2018 | 226 | Nov 15, 2019 | 365 |
| -20.2% | Jun 24, 2015 | 161 | Feb 11, 2016 | 258 | Feb 21, 2017 | 419 |
Volatility
Volatility Chart
The current Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio volatility is 3.79%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.