MACGX vs. PIMIX

In the year-to-date period, MACGX achieves a -1.85% return, which is significantly lower than PIMIX's 2.62% return. Over the past 10 years, MACGX has underperformed PIMIX with an annualized return of -9.60%, while PIMIX has yielded a comparatively higher 4.39% annualized return.

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MACGX has a 1.00% expense ratio, which is higher than PIMIX's 0.62% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Institutional Fund Trust Discovery Portfolio Class A (MACGX) and PIMCO Income Fund Institutional Class (PIMIX). 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.

The current MACGX Sharpe Ratio is 1.26, which is lower than the PIMIX Sharpe Ratio of 2.11. The chart below compares the historical Sharpe Ratios of MACGX and PIMIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MACGX has not paid dividends to shareholders, while PIMIX's dividend yield for the trailing twelve months is around 6.21%.

The maximum MACGX drawdown since its inception was -85.92%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for MACGX and PIMIX. For additional features, visit the drawdowns tool.

Morgan Stanley Institutional Fund Trust Discovery Portfolio Class A (MACGX) has a higher volatility of 19.12% compared to PIMCO Income Fund Institutional Class (PIMIX) at 1.97%. This indicates that MACGX's price experiences larger fluctuations and is considered to be riskier than PIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.