MGKQX vs. MA
Compare and contrast key facts about Morgan Stanley Global Permanence Portfolio (MGKQX) and Mastercard Inc (MA).
MGKQX is managed by Morgan Stanley. It was launched on Apr 29, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MGKQX or MA.
Correlation
The correlation between MGKQX and MA is 0.62, 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.
Performance
MGKQX vs. MA - Performance Comparison
Key characteristics
MGKQX:
-0.14
MA:
1.24
MGKQX:
-0.04
MA:
1.73
MGKQX:
0.99
MA:
1.23
MGKQX:
-0.10
MA:
1.69
MGKQX:
-0.45
MA:
4.13
MGKQX:
6.35%
MA:
4.83%
MGKQX:
20.53%
MA:
16.10%
MGKQX:
-40.71%
MA:
-62.67%
MGKQX:
-27.15%
MA:
-4.92%
Returns By Period
In the year-to-date period, MGKQX achieves a 1.49% return, which is significantly higher than MA's -3.19% return.
MGKQX
1.49%
-16.18%
-10.88%
-2.61%
1.98%
N/A
MA
-3.19%
-3.63%
15.09%
19.30%
10.37%
20.57%
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Risk-Adjusted Performance
MGKQX vs. MA — Risk-Adjusted Performance Rank
MGKQX
MA
MGKQX vs. MA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Global Permanence Portfolio (MGKQX) and Mastercard Inc (MA). 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.
Dividends
MGKQX vs. MA - Dividend Comparison
MGKQX's dividend yield for the trailing twelve months is around 3.90%, more than MA's 0.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MGKQX Morgan Stanley Global Permanence Portfolio | 3.90% | 3.96% | 0.21% | 0.00% | 0.39% | 0.57% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MA Mastercard Inc | 0.54% | 0.50% | 0.53% | 0.56% | 0.49% | 0.45% | 0.44% | 0.53% | 0.58% | 0.74% | 0.66% | 0.51% |
Drawdowns
MGKQX vs. MA - Drawdown Comparison
The maximum MGKQX drawdown since its inception was -40.71%, smaller than the maximum MA drawdown of -62.67%. Use the drawdown chart below to compare losses from any high point for MGKQX and MA. For additional features, visit the drawdowns tool.
Volatility
MGKQX vs. MA - Volatility Comparison
Morgan Stanley Global Permanence Portfolio (MGKQX) has a higher volatility of 15.99% compared to Mastercard Inc (MA) at 4.50%. This indicates that MGKQX's price experiences larger fluctuations and is considered to be riskier than MA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.