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Morgan Stanley Institutional Fund Trust High Yield Portfolio (MSYIX) Sortino Ratio

Mutual Fund · Currency in USD · Last updated Aug 1, 2026

The investment seeks total return. Under normal circumstances, at least 80% of the fund's assets will be invested in high yield securities (commonly referred to as "junk bonds"). The fund seeks to achieve its investment objective by investing primarily in high yield securities which are fixed income securities rated by one or more rating agencies below Baa3 by Moody's Investors Service, Inc. ("Moody's"), below BBB- by S&P Global Ratings Group, a division of S&P Global Inc. ("S&P"), below BBB- by Fitch Ratings, Inc. ("Fitch") or if unrated considered by the adviser to be of equivalent quality.

Sortino ratio is not yet available for MSYIX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares Morgan Stanley Institutional Fund Trust High Yield Portfolio's Sortino Ratio with other mutual funds in the High Yield Bonds category across multiple time periods, showing how MSYIX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Aug 1, 2026.

SymbolName1Y Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
XILSXPioneer ILS Interval Fund77.96
CCLFXCliffwater Corporate Lending Fund Class I Shares18.72
RPHIXRiverPark Short Term High Yield Fund10.72
FFHCXFidelity Series Floating Rate High Income Fund5.57
ICMUXIntrepid Income Fund5.45
FIQSXFidelity Advisor Floating Rate High Income Fund Class Z5.42
SHOYXAmerican Beacon SiM High Yield Opportunities Fund Class Y5.00
FFRIXFidelity Advisor Floating Rate High Income Fund Class I4.98
CWFIXChartwell Short Duration High Yield Fund4.95
FFRTXFidelity Advisor Floating Rate High Income Fund Class M4.87
MSYIXMorgan Stanley Institutional Fund Trust High Yield Portfolio—
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Historical Sortino Ratio

The chart shows MSYIX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when MSYIX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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