Morgan Stanley Institutional Fund, Inc. Inception Portfolio (MSSGX)

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The chart shows the growth of an initial investment of $10,000 in Morgan Stanley Institutional Fund, Inc. Inception 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, Inc. Inception Portfolio (MSSGX) has returned -17.92% so far this year and -7.13% over the past 12 months. Looking at the last ten years, MSSGX has achieved an annualized return of 13.49%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Oct 31, 1989, MSSGX's average daily return is +0.05%, while the average monthly return is +1.11%. At this rate, your investment would double in approximately 5.2 years.

Historically, 58% of months were positive and 42% were negative. The best month was Feb 2000 with a return of +34.7%, while the worst month was Nov 2000 at -21.3%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 8 months.

On a daily basis, MSSGX closed higher 50% of trading days. The best single day was Dec 11, 2019 with a return of +20.3%, while the worst single day was Jul 2, 1997 at -16.4%.

Morgan Stanley Institutional Fund, Inc. Inception Portfolio has an annualized alpha of 3.32%, beta of 1.04, and R² of 0.52 versus S&P 500 Index. Calculated based on daily prices since November 01, 1989.

• This fund captured 126.63% of S&P 500 Index gains and 115.16% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• This fund generated an annualized alpha of 3.32% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 1.04 and R² of 0.52, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

MSSGX has a high expense ratio of 1.04%, indicating above-average management fees.

MSSGX ranks 3 for risk / return — in the bottom 3% 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, Inc. Inception Portfolio (MSSGX) and compare them to a chosen benchmark (S&P 500 Index).

Morgan Stanley Institutional Fund, Inc. Inception 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, Inc. Inception 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, Inc. Inception 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. Inception Portfolio was 76.01%, occurring on Dec 28, 2022. The portfolio has not yet recovered.

The current Morgan Stanley Institutional Fund, Inc. Inception Portfolio drawdown is 58.27%.

The chart below shows the rolling one-month volatility.