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MEGIX vs. ACIHX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

MEGIX vs. ACIHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Morgan Stanley Growth Portfolio (MEGIX) and American Century Growth Fund G Class (ACIHX). The values are adjusted to include any dividend payments, if applicable.

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MEGIX vs. ACIHX - Yearly Performance Comparison


2026 (YTD)2025202420232022
MEGIX
Morgan Stanley Growth Portfolio
-15.47%35.72%46.59%48.66%-64.42%
ACIHX
American Century Growth Fund G Class
-10.03%16.26%27.35%44.64%-6.24%

Returns By Period

In the year-to-date period, MEGIX achieves a -15.47% return, which is significantly lower than ACIHX's -10.03% return.


MEGIX

1D
4.61%
1M
-4.39%
YTD
-15.47%
6M
-22.18%
1Y
14.60%
3Y*
28.75%
5Y*
-16.17%
10Y*

ACIHX

1D
3.77%
1M
-5.57%
YTD
-10.03%
6M
-9.48%
1Y
16.46%
3Y*
18.66%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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MEGIX vs. ACIHX - Expense Ratio Comparison

MEGIX has a 0.57% expense ratio, which is higher than ACIHX's 0.01% expense ratio.


Return for Risk

MEGIX vs. ACIHX — Risk / Return Rank

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

MEGIX
MEGIX Risk / Return Rank: 1717
Overall Rank
MEGIX Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
MEGIX Sortino Ratio Rank: 2121
Sortino Ratio Rank
MEGIX Omega Ratio Rank: 1717
Omega Ratio Rank
MEGIX Calmar Ratio Rank: 1616
Calmar Ratio Rank
MEGIX Martin Ratio Rank: 1313
Martin Ratio Rank

ACIHX
ACIHX Risk / Return Rank: 3232
Overall Rank
ACIHX Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
ACIHX Sortino Ratio Rank: 3434
Sortino Ratio Rank
ACIHX Omega Ratio Rank: 3232
Omega Ratio Rank
ACIHX Calmar Ratio Rank: 3434
Calmar Ratio Rank
ACIHX Martin Ratio Rank: 2929
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.

MEGIX vs. ACIHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Growth Portfolio (MEGIX) and American Century Growth Fund G Class (ACIHX). 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.


MEGIXACIHXDifference

Sharpe ratio

Return per unit of total volatility

0.50

0.78

-0.27

Sortino ratio

Return per unit of downside risk

0.95

1.28

-0.32

Omega ratio

Gain probability vs. loss probability

1.12

1.18

-0.06

Calmar ratio

Return relative to maximum drawdown

0.53

1.07

-0.54

Martin ratio

Return relative to average drawdown

1.40

3.68

-2.29

MEGIX vs. ACIHX - Sharpe Ratio Comparison

The current MEGIX Sharpe Ratio is 0.50, which is lower than the ACIHX Sharpe Ratio of 0.78. The chart below compares the historical Sharpe Ratios of MEGIX and ACIHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


MEGIXACIHXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.50

0.78

-0.27

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.34

Sharpe Ratio (All Time)

Calculated using the full available price history

0.12

0.78

-0.66

Correlation

The correlation between MEGIX and ACIHX is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

MEGIX vs. ACIHX - Dividend Comparison

MEGIX has not paid dividends to shareholders, while ACIHX's dividend yield for the trailing twelve months is around 17.73%.


TTM20252024202320222021202020192018
MEGIX
Morgan Stanley Growth Portfolio
0.00%0.00%0.00%0.00%0.00%34.82%7.97%5.35%24.32%
ACIHX
American Century Growth Fund G Class
17.73%15.95%5.65%4.61%2.86%0.00%0.00%0.00%0.00%

Drawdowns

MEGIX vs. ACIHX - Drawdown Comparison

The maximum MEGIX drawdown since its inception was -87.16%, which is greater than ACIHX's maximum drawdown of -24.00%. Use the drawdown chart below to compare losses from any high point for MEGIX and ACIHX.


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Drawdown Indicators


MEGIXACIHXDifference

Max Drawdown

Largest peak-to-trough decline

-87.16%

-24.00%

-63.16%

Max Drawdown (1Y)

Largest decline over 1 year

-28.03%

-16.40%

-11.63%

Max Drawdown (5Y)

Largest decline over 5 years

-87.16%

Current Drawdown

Current decline from peak

-66.55%

-13.25%

-53.30%

Average Drawdown

Average peak-to-trough decline

-36.33%

-4.95%

-31.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.67%

4.75%

+5.92%

Volatility

MEGIX vs. ACIHX - Volatility Comparison

Morgan Stanley Growth Portfolio (MEGIX) has a higher volatility of 9.68% compared to American Century Growth Fund G Class (ACIHX) at 6.80%. This indicates that MEGIX's price experiences larger fluctuations and is considered to be riskier than ACIHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MEGIXACIHXDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.68%

6.80%

+2.88%

Volatility (6M)

Calculated over the trailing 6-month period

22.25%

12.60%

+9.65%

Volatility (1Y)

Calculated over the trailing 1-year period

33.32%

22.68%

+10.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

47.76%

21.28%

+26.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

39.88%

21.28%

+18.60%