MGGPX vs. VTI

In the year-to-date period, MGGPX achieves a 2.25% return, which is significantly higher than VTI's -6.29% return. Over the past 10 years, MGGPX has underperformed VTI with an annualized return of 8.03%, while VTI has yielded a comparatively higher 11.56% annualized return.

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MGGPX has a 1.25% 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 Global Opportunity Portfolio Class A (MGGPX) 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 MGGPX Sharpe Ratio is 0.30, which is lower than the VTI Sharpe Ratio of 0.47. The chart below compares the historical Sharpe Ratios of MGGPX 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.

MGGPX has not paid dividends to shareholders, while VTI's dividend yield for the trailing twelve months is around 1.39%.

The maximum MGGPX drawdown since its inception was -60.49%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for MGGPX and VTI. For additional features, visit the drawdowns tool.

Morgan Stanley Global Opportunity Portfolio Class A (MGGPX) and Vanguard Total Stock Market ETF (VTI) have volatilities of 14.86% and 14.83%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.