TILUX vs. FSPWX
Compare and contrast key facts about Morgan Stanley Pathway Funds Inflation-Linked Fixed Income Fund (TILUX) and Fidelity SAI Inflation-Protected Bond Index Fund (FSPWX).
TILUX is managed by Morgan Stanley. It was launched on Mar 7, 2016. FSPWX is a passively managed fund by Fidelity that tracks the performance of the Bloomberg U.S. Treasury Inflation Protected Securities Index. It was launched on Aug 16, 2024.
Performance
TILUX vs. FSPWX - Performance Comparison
Loading graphics...
TILUX vs. FSPWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
TILUX Morgan Stanley Pathway Funds Inflation-Linked Fixed Income Fund | -0.36% | 6.41% | -1.40% |
FSPWX Fidelity SAI Inflation-Protected Bond Index Fund | 0.50% | 6.76% | -1.32% |
Returns By Period
In the year-to-date period, TILUX achieves a -0.36% return, which is significantly lower than FSPWX's 0.50% return.
TILUX
- 1D
- 0.73%
- 1M
- -2.01%
- YTD
- -0.36%
- 6M
- -0.80%
- 1Y
- 1.39%
- 3Y*
- 2.80%
- 5Y*
- 0.99%
- 10Y*
- 2.50%
FSPWX
- 1D
- 0.70%
- 1M
- -1.27%
- YTD
- 0.50%
- 6M
- 0.41%
- 1Y
- 2.99%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TILUX vs. FSPWX - Expense Ratio Comparison
TILUX has a 0.86% expense ratio, which is higher than FSPWX's 0.05% expense ratio.
Return for Risk
TILUX vs. FSPWX — Risk / Return Rank
TILUX
FSPWX
TILUX vs. FSPWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Pathway Funds Inflation-Linked Fixed Income Fund (TILUX) and Fidelity SAI Inflation-Protected Bond Index Fund (FSPWX). 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.
| TILUX | FSPWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 0.84 | -0.27 |
Sortino ratioReturn per unit of downside risk | 0.84 | 1.17 | -0.33 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.15 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.15 | 1.41 | -0.26 |
Martin ratioReturn relative to average drawdown | 3.25 | 4.38 | -1.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| TILUX | FSPWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 0.84 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.88 | -0.36 |
Correlation
The correlation between TILUX and FSPWX is 0.79, 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
TILUX vs. FSPWX - Dividend Comparison
TILUX's dividend yield for the trailing twelve months is around 2.47%, less than FSPWX's 4.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
TILUX Morgan Stanley Pathway Funds Inflation-Linked Fixed Income Fund | 2.47% | 2.92% | 3.72% | 1.77% | 16.54% | 9.24% | 2.28% | 2.27% | 3.45% | 3.01% | 2.97% |
FSPWX Fidelity SAI Inflation-Protected Bond Index Fund | 4.17% | 4.19% | 0.69% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
TILUX vs. FSPWX - Drawdown Comparison
The maximum TILUX drawdown since its inception was -14.72%, which is greater than FSPWX's maximum drawdown of -3.84%. Use the drawdown chart below to compare losses from any high point for TILUX and FSPWX.
Loading graphics...
Drawdown Indicators
| TILUX | FSPWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.72% | -3.84% | -10.88% |
Max Drawdown (1Y)Largest decline over 1 year | -3.55% | -2.91% | -0.64% |
Max Drawdown (5Y)Largest decline over 5 years | -14.72% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -14.72% | — | — |
Current DrawdownCurrent decline from peak | -2.25% | -1.27% | -0.98% |
Average DrawdownAverage peak-to-trough decline | -3.65% | -1.04% | -2.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.26% | 0.94% | +0.32% |
Volatility
TILUX vs. FSPWX - Volatility Comparison
Morgan Stanley Pathway Funds Inflation-Linked Fixed Income Fund (TILUX) has a higher volatility of 1.63% compared to Fidelity SAI Inflation-Protected Bond Index Fund (FSPWX) at 1.44%. This indicates that TILUX's price experiences larger fluctuations and is considered to be riskier than FSPWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| TILUX | FSPWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.63% | 1.44% | +0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 2.87% | 2.29% | +0.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.20% | 4.10% | +1.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.01% | 4.17% | +1.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.42% | 4.17% | +1.25% |