MSTSX vs. IPIRX
Compare and contrast key facts about Morningstar Global Opportunistic Equity Fund (MSTSX) and Voya Global Perspectives Portfolio (IPIRX).
MSTSX is managed by Morningstar. It was launched on Nov 1, 2018. IPIRX is managed by Voya. It was launched on Apr 30, 2013.
Performance
MSTSX vs. IPIRX - Performance Comparison
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MSTSX vs. IPIRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
MSTSX Morningstar Global Opportunistic Equity Fund | -3.92% | 7.72% | 10.17% | 17.15% | -9.19% | 11.21% | 9.40% | 17.33% | -4.32% |
IPIRX Voya Global Perspectives Portfolio | -3.05% | 14.21% | 7.31% | 10.65% | -17.52% | 6.06% | 16.10% | 18.35% | -3.83% |
Returns By Period
In the year-to-date period, MSTSX achieves a -3.92% return, which is significantly lower than IPIRX's -3.05% return.
MSTSX
- 1D
- -0.94%
- 1M
- -8.02%
- YTD
- -3.92%
- 6M
- -11.57%
- 1Y
- 1.18%
- 3Y*
- 8.07%
- 5Y*
- 5.37%
- 10Y*
- —
IPIRX
- 1D
- -1.07%
- 1M
- -7.88%
- YTD
- -3.05%
- 6M
- -1.28%
- 1Y
- 10.48%
- 3Y*
- 7.95%
- 5Y*
- 2.82%
- 10Y*
- 5.44%
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MSTSX vs. IPIRX - Expense Ratio Comparison
MSTSX has a 0.78% expense ratio, which is higher than IPIRX's 0.20% expense ratio.
Return for Risk
MSTSX vs. IPIRX — Risk / Return Rank
MSTSX
IPIRX
MSTSX vs. IPIRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morningstar Global Opportunistic Equity Fund (MSTSX) and Voya Global Perspectives Portfolio (IPIRX). 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.
| MSTSX | IPIRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.02 | 1.02 | -1.00 |
Sortino ratioReturn per unit of downside risk | 0.15 | 1.52 | -1.36 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.21 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.07 | 0.98 | -0.91 |
Martin ratioReturn relative to average drawdown | 0.19 | 4.41 | -4.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MSTSX | IPIRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.02 | 1.02 | -1.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.27 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.57 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.52 | -0.06 |
Correlation
The correlation between MSTSX and IPIRX is 0.85, 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
MSTSX vs. IPIRX - Dividend Comparison
MSTSX's dividend yield for the trailing twelve months is around 2.54%, less than IPIRX's 5.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSTSX Morningstar Global Opportunistic Equity Fund | 2.54% | 2.44% | 9.41% | 2.68% | 2.99% | 22.24% | 2.94% | 3.93% | 1.13% | 0.00% | 0.00% | 0.00% |
IPIRX Voya Global Perspectives Portfolio | 5.82% | 5.64% | 3.25% | 14.65% | 13.55% | 6.34% | 6.25% | 7.80% | 1.30% | 2.78% | 2.78% | 7.16% |
Drawdowns
MSTSX vs. IPIRX - Drawdown Comparison
The maximum MSTSX drawdown since its inception was -27.44%, which is greater than IPIRX's maximum drawdown of -24.97%. Use the drawdown chart below to compare losses from any high point for MSTSX and IPIRX.
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Drawdown Indicators
| MSTSX | IPIRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.44% | -24.97% | -2.47% |
Max Drawdown (1Y)Largest decline over 1 year | -14.10% | -7.88% | -6.22% |
Max Drawdown (5Y)Largest decline over 5 years | -21.16% | -24.97% | +3.81% |
Max Drawdown (10Y)Largest decline over 10 years | — | -24.97% | — |
Current DrawdownCurrent decline from peak | -14.10% | -7.88% | -6.22% |
Average DrawdownAverage peak-to-trough decline | -4.03% | -4.89% | +0.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.10% | 1.99% | +3.11% |
Volatility
MSTSX vs. IPIRX - Volatility Comparison
Morningstar Global Opportunistic Equity Fund (MSTSX) and Voya Global Perspectives Portfolio (IPIRX) have volatilities of 3.40% and 3.44%, 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.
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Volatility by Period
| MSTSX | IPIRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.40% | 3.44% | -0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 11.47% | 6.50% | +4.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.85% | 11.05% | +7.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.99% | 10.73% | +4.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.64% | 9.69% | +5.95% |