MACGX vs. VTI

In the year-to-date period, MACGX achieves a 1.10% return, which is significantly higher than VTI's -0.48% return. Over the past 10 years, MACGX has underperformed VTI with an annualized return of -8.73%, while VTI has yielded a comparatively higher 12.70% annualized return.

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MACGX has a 1.00% expense ratio, which is higher than VTI's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Institutional Fund Trust Discovery Portfolio Class A (MACGX) and Vanguard Total Stock Market ETF (VTI). 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 1.85, which is comparable to the VTI Sharpe Ratio of 1.80. The chart below compares the historical Sharpe Ratios of MACGX and VTI, 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 VTI's dividend yield for the trailing twelve months is around 1.27%.

The maximum MACGX drawdown since its inception was -85.92%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for MACGX and VTI. For additional features, visit the drawdowns tool.

Morgan Stanley Institutional Fund Trust Discovery Portfolio Class A (MACGX) has a higher volatility of 8.49% compared to Vanguard Total Stock Market ETF (VTI) at 4.67%. This indicates that MACGX's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.