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ISIN
US61756E8342
CUSIP
61756E834
Inception Date
Mar 30, 2010
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

MIOIX Performance Chart

Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio (MIOIX) is up 9.8% since the beginning of the year. MIOIX is currently trading at $35 per share. Investors who bought $1,000 worth of MIOIX shares 5 years ago would now be looking at an investment worth $924.


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S&P 500 Index

Returns By Period

Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio (MIOIX) has returned 9.79% so far this year and 10.41% over the past 12 months. Over the last ten years, MIOIX has returned 10.55% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio

1D
3.15%
1M
7.55%
YTD
9.79%
6M
9.31%
1Y
10.41%
3Y*
13.69%
5Y*
-1.57%
10Y*
10.55%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MIOIX Monthly Returns History

Based on dividend-adjusted daily data since Mar 31, 2010, MIOIX's average daily return is +0.05%, while the average monthly return is +0.93%. At this rate, an investment would double in approximately 6.2 years.

Historically, 58% of months were positive and 42% were negative. The best month was Nov 2022 with a return of +15.0%, while the worst month was Sep 2011 at -17.0%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 8 months.

On a daily basis, MIOIX closed higher 53% of trading days. The best single day was Nov 11, 2022 with a return of +13.0%, while the worst single day was Mar 16, 2020 at -9.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.06%2.15%-12.05%9.38%9.27%2.32%9.79%
20255.57%0.43%-3.57%4.04%6.02%3.66%-5.87%3.56%2.09%0.63%-3.71%-0.09%12.64%
2024-1.71%7.98%1.65%-2.82%3.74%-0.15%0.23%5.98%6.36%-1.53%1.97%-3.14%19.32%
202314.09%-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%-5.10%-43.76%
20211.69%5.15%-6.38%4.14%-0.44%1.60%-4.80%3.27%-7.31%5.70%-4.35%-2.48%-5.25%

Benchmark Metrics

Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio has an annualized alpha of -0.39%, beta of 0.92, and R2 of 0.61 versus S&P 500 Index. Calculated based on daily prices since March 31, 2010.

  • This fund participated in 100.39% of S&P 500 Index downside but only 91.26% of its upside - more exposed to losses than it benefited from rallies.
  • With beta of 0.92 and R2 of 0.61, 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
-0.39%
Beta
0.92
0.61
Upside Capture
91.26%
Downside Capture
100.39%

Expense Ratio

MIOIX has a high expense ratio of 1.00%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

MIOIX ranks 7 for risk / return — in the bottom 7% 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.


MIOIX Risk / Return Rank: 77
Overall Rank
MIOIX Sharpe Ratio Rank: 66
Sharpe Ratio Rank
MIOIX Sortino Ratio Rank: 77
Sortino Ratio Rank
MIOIX Omega Ratio Rank: 77
Omega Ratio Rank
MIOIX Calmar Ratio Rank: 66
Calmar Ratio Rank
MIOIX Martin Ratio Rank: 77
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio (MIOIX) 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.


MIOIXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.56

Sortino ratioReturn per unit of downside risk

-1.96

Omega ratioGain probability vs. loss probability

1.10

1.37

-0.27

Calmar ratioReturn relative to maximum drawdown

0.55

2.78

-2.24

Martin ratioReturn relative to average drawdown

1.69

12.44

-10.75

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.


0.00%2.00%4.00%6.00%8.00%10.00%$0.00$0.50$1.00$1.50$2.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.00$0.00$0.04$0.00$1.83$0.82$0.10$0.00$0.05$0.37$0.00$0.47

Dividend yield

0.00%0.00%0.16%0.00%9.25%2.13%0.24%0.00%0.24%1.63%0.02%3.15%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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$0.04$0.04
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$1.83$1.83
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.82$0.82

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. 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 60.88%, occurring on Oct 14, 2022. The portfolio has not yet recovered.

The current Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio drawdown is 19.36%.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-60.88%Oct 2022
1y 7mo
5y 4moFeb 2021 - now
2011 bear market2011
-29.04%Oct 2011
5mo 7d1y 11mo
2y 4moApr 2011 - Sep 2013
COVID crash2020
-28.32%Mar 2020
2mo 6d2mo 11d
4mo 17dJan 2020 - Jun 2020
Rate-hike selloffLate 2018
-25.81%Dec 2018
6mo 20d10mo 26d
1y 5moJun 2018 - Nov 2019
2016 correction2016
-17.89%Feb 2016
7mo 22d6mo 1d
1y 1moJun 2015 - Aug 2016

Drawdown Indicators


MIOIXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-60.88%

-56.78%

-4.10%

Max Drawdown (1Y)

Largest decline over 1 year

-18.50%

-9.10%

-9.40%

Max Drawdown (3Y)

Largest decline over 3 years

-19.42%

-18.90%

-0.52%

Max Drawdown (5Y)

Largest decline over 5 years

-56.75%

-25.43%

-31.32%

Max Drawdown (10Y)

Largest decline over 10 years

-60.88%

-33.92%

-26.96%

Current Drawdown

Current decline from peak

-19.36%

-1.80%

-17.56%

Average Drawdown

Average peak-to-trough decline

-15.83%

-10.71%

-5.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.98%

2.03%

+3.95%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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