Morgan Stanley Institutional Fund Trust Short Duration Income Portfolio (MPLDX)
The investment seeks above-average total return over a market cycle of three to five years. Under normal market conditions, substantially all of the fund's assets will be invested in investment grade fixed-income securities denominated in U.S. dollars. The fund invests primarily in U.S. government securities, investment grade corporate bonds and mortgage- and asset-backed securities. It will ordinarily seek to maintain an average duration of approximately three years or less. With respect to corporate issuers, the fund will not purchase securities with remaining maturities of more than 5.25 years.
Fund Info
US6174408624
617440862
Mar 31, 1992
$1,000,000
Expense Ratio
MPLDX features an expense ratio of 0.30%, falling within the medium range.
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 Trust Short Duration Income 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
MPLDX
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^GSPC (Benchmark)
-0.66%
-3.44%
3.10%
22.14%
12.04%
11.24%
Monthly Returns
The table below presents the monthly returns of MPLDX, 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 | 0.62% | -0.11% | 0.53% | -0.12% | 0.77% | 0.63% | 0.00% | 0.00% | 2.34% | ||||
| 2023 | 1.42% | -0.81% | 1.13% | 0.61% | -0.27% | -0.27% | 0.64% | 0.51% | 0.13% | 0.26% | 1.41% | 1.30% | 6.18% |
| 2022 | -0.73% | -0.76% | -1.36% | -0.51% | 0.12% | -0.88% | 0.65% | -0.35% | -1.36% | -0.58% | 1.12% | 0.53% | -4.07% |
| 2021 | 0.12% | 0.11% | -0.25% | 0.23% | 0.35% | -0.14% | 0.22% | -0.02% | -0.02% | -0.27% | -0.26% | -0.05% | 0.01% |
| 2020 | 0.61% | 0.44% | -4.39% | 2.36% | 1.42% | 1.28% | 0.65% | 0.15% | 0.01% | 0.24% | 0.48% | 0.26% | 3.40% |
| 2019 | 0.37% | 0.31% | 0.55% | 0.31% | 0.46% | 0.46% | 0.09% | 0.70% | -0.03% | 0.46% | -0.03% | 0.43% | 4.15% |
| 2018 | 0.00% | -0.09% | 0.16% | 0.28% | 0.28% | 0.15% | 0.19% | 0.31% | 0.19% | 0.06% | 0.19% | 0.40% | 2.11% |
| 2017 | 0.12% | 0.28% | 0.03% | 0.15% | 0.28% | 0.15% | 0.40% | 0.15% | 0.03% | 0.15% | -0.09% | 0.26% | 1.94% |
| 2016 | -0.00% | -0.10% | 3.32% | 0.29% | 0.16% | 0.16% | 0.29% | 0.03% | 3.34% | 0.03% | -0.09% | 0.73% | 8.37% |
| 2015 | 0.00% | 0.37% | -0.02% | 0.24% | 0.11% | -0.15% | -0.15% | -0.15% | -0.15% | 0.11% | -0.02% | -0.31% | -0.09% |
| 2014 | 0.52% | 0.25% | 0.12% | 0.24% | 0.24% | 0.11% | -0.02% | 0.11% | -0.15% | -0.02% | -0.02% | -0.03% | 1.36% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MPLDX is 73, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Morgan Stanley Institutional Fund Trust Short Duration Income Portfolio (MPLDX) 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 Trust Short Duration Income Portfolio provided a 1.70% dividend yield over the last twelve months, with an annual payout of $0.14 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.14 | $0.23 | $0.15 | $0.10 | $0.16 | $0.21 | $0.18 | $0.16 | $0.16 | $0.13 | $0.11 |
Dividend yield | 1.70% | 2.93% | 1.91% | 1.22% | 1.92% | 2.56% | 2.24% | 2.00% | 1.95% | 1.66% | 1.39% |
Monthly Dividends
The table displays the monthly dividend distributions for Morgan Stanley Institutional Fund Trust Short Duration Income 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 | $0.02 | $0.02 | $0.03 | $0.03 | $0.03 | $0.00 | $0.00 | $0.00 | $0.14 | |||
| 2023 | $0.00 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.04 | $0.23 |
| 2022 | $0.00 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.02 | $0.02 | $0.03 | $0.15 |
| 2021 | $0.00 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.02 | $0.10 |
| 2020 | $0.00 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.02 | $0.16 |
| 2019 | $0.00 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.04 | $0.21 |
| 2018 | $0.00 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.04 | $0.18 |
| 2017 | $0.00 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.03 | $0.16 |
| 2016 | $0.00 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.03 | $0.16 |
| 2015 | $0.00 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.04 | $0.13 |
| 2014 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.02 | $0.11 |
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 Trust Short Duration Income 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 Short Duration Income Portfolio was 60.40%, occurring on May 9, 1994. The portfolio has not yet recovered.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.4% | Jul 6, 1993 | 220 | May 9, 1994 | — | — | — |
| -60.01% | Jun 1, 1993 | 4 | Jun 4, 1993 | 21 | Jul 5, 1993 | 25 |
| -0.53% | May 12, 1993 | 10 | May 25, 1993 | 4 | May 31, 1993 | 14 |
| -0.19% | Apr 26, 1993 | 2 | Apr 27, 1993 | 4 | May 3, 1993 | 6 |
| -0.04% | May 5, 1993 | 1 | May 5, 1993 | 1 | May 6, 1993 | 2 |
Volatility
Volatility Chart
The current Morgan Stanley Institutional Fund Trust Short Duration Income Portfolio volatility is 0.00%, 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.