MSEQX vs. ARKK

In the year-to-date period, MSEQX achieves a 1.32% return, which is significantly higher than ARKK's -9.55% return. Over the past 10 years, MSEQX has underperformed ARKK with an annualized return of 3.15%, while ARKK has yielded a comparatively higher 10.60% annualized return.

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MSEQX has a 0.56% expense ratio, which is lower than ARKK's 0.75% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Growth Portfolio Class I (MSEQX) and ARK Innovation ETF (ARKK). 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 MSEQX Sharpe Ratio is 1.48, which is higher than the ARKK Sharpe Ratio of 0.37. The chart below compares the historical Sharpe Ratios of MSEQX and ARKK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MSEQX's dividend yield for the trailing twelve months is around 0.54%, while ARKK has not paid dividends to shareholders.

The maximum MSEQX drawdown since its inception was -78.57%, roughly equal to the maximum ARKK drawdown of -80.91%. Use the drawdown chart below to compare losses from any high point for MSEQX and ARKK. For additional features, visit the drawdowns tool.

The current volatility for Morgan Stanley Growth Portfolio Class I (MSEQX) is 10.62%, while ARK Innovation ETF (ARKK) has a volatility of 12.51%. This indicates that MSEQX experiences smaller price fluctuations and is considered to be less risky than ARKK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.