Morgan Stanley Institutional Fund Trust Discovery Portfolio (MPEGX)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

The chart shows the growth of an initial investment of $10,000 in Morgan Stanley Institutional Fund Trust Discovery Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Morgan Stanley Institutional Fund Trust Discovery Portfolio (MPEGX) has returned -15.37% so far this year and 4.05% over the past 12 months. Over the last decade, MPEGX has posted an annualized return of 12.57%, slightly higher than the S&P 500 Index benchmark’s 12.16%.

Based on dividend-adjusted daily data since Mar 30, 1990, MPEGX's average daily return is +0.06%, while the average monthly return is +1.23%. At this rate, your investment would double in approximately 4.7 years.

Historically, 60% of months were positive and 40% were negative. The best month was Dec 1991 with a return of +25.0%, while the worst month was Aug 1998 at -24.3%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 8 months.

On a daily basis, MPEGX closed higher 54% of trading days. The best single day was Nov 10, 2022 with a return of +13.3%, while the worst single day was Mar 16, 2020 at -13.5%.

Morgan Stanley Institutional Fund Trust Discovery Portfolio has an annualized alpha of 4.15%, beta of 1.14, and R² of 0.60 versus S&P 500 Index. Calculated based on daily prices since April 02, 1990.

• This fund captured 135.78% of S&P 500 Index gains and 115.56% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• This fund generated an annualized alpha of 4.15% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 1.14 and R² of 0.60, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

MPEGX has an expense ratio of 0.72%, placing it in the medium range.

MPEGX 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.

The table below present risk-adjusted performance metrics for Morgan Stanley Institutional Fund Trust Discovery Portfolio (MPEGX) and compare them to a chosen benchmark (S&P 500 Index).

Morgan Stanley Institutional Fund Trust Discovery Portfolio provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.

The table displays the monthly dividend distributions for Morgan Stanley Institutional Fund Trust Discovery Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Morgan Stanley Institutional Fund Trust Discovery 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 Trust Discovery Portfolio was 75.29%, occurring on Jan 5, 2023. The portfolio has not yet recovered.

The current Morgan Stanley Institutional Fund Trust Discovery Portfolio drawdown is 47.67%.

The chart below shows the rolling one-month volatility.