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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Morgan Stanley Institutional Fund American Resilience Portfolio Class I, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Morgan Stanley Institutional Fund American Resilience Portfolio Class I
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.16% | 1.16% | |||||||||||
| 2025 | 4.22% | -0.41% | -2.24% | -2.37% | 4.34% | 0.58% | -1.74% | 1.26% | -2.25% | -3.15% | 0.62% | -2.10% | -3.53% |
| 2024 | 1.18% | 3.69% | 0.69% | -5.00% | 2.54% | 1.50% | 4.44% | 2.92% | 0.97% | -2.65% | 3.71% | -3.73% | 10.20% |
| 2023 | 5.26% | -4.80% | 5.25% | 1.32% | -1.51% | 6.84% | 2.39% | -0.09% | -5.04% | -3.44% | 8.66% | 4.00% | 19.19% |
| 2022 | -6.04% | -10.12% | 5.63% | 7.44% | -3.82% | -7.82% |
Benchmark Metrics
Morgan Stanley Institutional Fund American Resilience Portfolio Class I has an annualized alpha of -6.63%, beta of 0.78, and R² of 0.75 versus S&P 500 Index. Calculated based on daily prices since August 09, 2022.
- This fund participated in 105.15% of S&P 500 Index downside but only 63.31% of its upside — more exposed to losses than it benefited from rallies.
- This fund had an annualized alpha of -6.63% versus S&P 500 Index — delivering less than market exposure alone would predict.
- Alpha
- -6.63%
- Beta
- 0.78
- R²
- 0.75
- Upside Capture
- 63.31%
- Downside Capture
- 105.15%
Expense Ratio
MSCUX has a high expense ratio of 1.05%, indicating above-average management fees.
Return for Risk
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Morgan Stanley Institutional Fund American Resilience Portfolio Class I (MSCUX) and compare them to a chosen benchmark (S&P 500 Index).
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
Dividends
Dividend History
Morgan Stanley Institutional Fund American Resilience Portfolio Class I 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 |
|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.50 | $0.11 |
Dividend yield | 0.00% | 0.00% | 4.33% | 0.96% |
Monthly Dividends
The table displays the monthly dividend distributions for Morgan Stanley Institutional Fund American Resilience Portfolio Class I. 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 | |||||||||||
| 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 | $0.50 | $0.50 |
| 2023 | $0.11 | $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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Morgan Stanley Institutional Fund American Resilience Portfolio Class I. 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 American Resilience Portfolio Class I was 18.79%, occurring on Oct 12, 2022. Recovery took 179 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.79% | Aug 17, 2022 | 40 | Oct 12, 2022 | 179 | Jun 30, 2023 | 219 |
| -11.68% | Feb 6, 2025 | 43 | Apr 8, 2025 | 59 | Jul 3, 2025 | 102 |
| -10.72% | Jul 27, 2023 | 66 | Oct 27, 2023 | 32 | Dec 13, 2023 | 98 |
| -9.35% | Jul 7, 2025 | 98 | Nov 20, 2025 | — | — | — |
| -5.4% | Mar 21, 2024 | 28 | Apr 30, 2024 | 50 | Jul 12, 2024 | 78 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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