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DINDX vs. RFXIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

DINDX vs. RFXIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Morgan Stanley Global Fixed Income Opportunities Fund (DINDX) and Rational Special Situations Income Fund (RFXIX). The values are adjusted to include any dividend payments, if applicable.

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DINDX vs. RFXIX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
DINDX
Morgan Stanley Global Fixed Income Opportunities Fund
0.00%8.28%6.76%8.49%-7.06%0.01%5.10%1.67%
RFXIX
Rational Special Situations Income Fund
1.01%4.73%8.95%4.08%-0.85%5.30%2.84%1.91%

Returns By Period


DINDX

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

RFXIX

1D
0.12%
1M
-0.27%
YTD
1.01%
6M
2.55%
1Y
4.36%
3Y*
5.84%
5Y*
4.27%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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DINDX vs. RFXIX - Expense Ratio Comparison

DINDX has a 0.56% expense ratio, which is lower than RFXIX's 1.76% expense ratio.


Return for Risk

DINDX vs. RFXIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DINDX

RFXIX
RFXIX Risk / Return Rank: 9797
Overall Rank
RFXIX Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
RFXIX Sortino Ratio Rank: 9797
Sortino Ratio Rank
RFXIX Omega Ratio Rank: 9797
Omega Ratio Rank
RFXIX Calmar Ratio Rank: 9797
Calmar Ratio Rank
RFXIX Martin Ratio Rank: 9797
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DINDX vs. RFXIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Global Fixed Income Opportunities Fund (DINDX) and Rational Special Situations Income Fund (RFXIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

DINDX vs. RFXIX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


DINDXRFXIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.77

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

2.20

Sharpe Ratio (All Time)

Calculated using the full available price history

1.39

Correlation

The correlation between DINDX and RFXIX is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

DINDX vs. RFXIX - Dividend Comparison

DINDX has not paid dividends to shareholders, while RFXIX's dividend yield for the trailing twelve months is around 5.57%.


TTM20252024202320222021202020192018201720162015
DINDX
Morgan Stanley Global Fixed Income Opportunities Fund
3.44%4.69%5.36%4.69%5.82%3.52%2.98%3.43%3.68%3.13%6.24%4.80%
RFXIX
Rational Special Situations Income Fund
5.57%5.02%6.69%7.85%6.08%5.04%4.99%1.39%0.00%0.00%0.00%0.00%

Drawdowns

DINDX vs. RFXIX - Drawdown Comparison


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Volatility

DINDX vs. RFXIX - Volatility Comparison


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Volatility by Period


DINDXRFXIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.37%

Volatility (6M)

Calculated over the trailing 6-month period

0.88%

Volatility (1Y)

Calculated over the trailing 1-year period

1.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.95%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.98%