TILUX vs. IBRIX
TILUX (Morgan Stanley Pathway Funds Inflation-Linked Fixed Income Fund) and IBRIX (VY BlackRock Inflation Protected Bond Portfolio) are both Inflation-Protected Bonds funds. Over the past 10 years, TILUX returned 2.40%/yr vs 2.34%/yr for IBRIX. Their correlation of 0.88 means they have usually moved in the same direction. TILUX charges 0.86%/yr vs 0.58%/yr for IBRIX.
Performance
TILUX vs. IBRIX - Performance Comparison
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Returns By Period
In the year-to-date period, TILUX achieves a 0.46% return, which is significantly lower than IBRIX's 1.47% return. Both investments have delivered pretty close results over the past 10 years, with TILUX having a 2.40% annualized return and IBRIX not far behind at 2.34%.
TILUX
- 1D
- -0.24%
- 1M
- -0.49%
- 6M
- -0.02%
- YTD
- 0.46%
- 1Y
- 1.82%
- 3Y*
- 3.58%
- 5Y*
- -0.01%
- 10Y*
- 2.40%
- ALL TIME*
- 2.76%
IBRIX
- 1D
- 0.00%
- 1M
- -0.54%
- 6M
- 0.69%
- YTD
- 1.47%
- 1Y
- 2.77%
- 3Y*
- 3.74%
- 5Y*
- 0.30%
- 10Y*
- 2.34%
- ALL TIME*
- 2.89%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
TILUX vs. IBRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TILUX Morgan Stanley Pathway Funds Inflation-Linked Fixed Income Fund | 0.46% | 6.41% | 1.86% | 3.34% | -12.14% | 5.42% | 12.70% | 8.11% | -2.05% | 3.15% |
IBRIX VY BlackRock Inflation Protected Bond Portfolio | 1.47% | 6.11% | 2.09% | 4.30% | -12.63% | 5.25% | 11.04% | 8.32% | -1.75% | 2.71% |
Correlation
The correlation between TILUX and IBRIX is 0.80, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.80 |
Correlation (3Y) Balances recent behavior with more history. | 0.86 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.88 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.88 |
Correlation (All Time) Calculated using the full available price history since Mar 15, 2016 | 0.88 |
The correlation between TILUX and IBRIX has been stable across timeframes, ranging from 0.80 to 0.88 - a consistent structural relationship.
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Return for Risk
TILUX vs. IBRIX — Risk / Return Rank
TILUX
IBRIX
TILUX vs. IBRIX - 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 VY BlackRock Inflation Protected Bond Portfolio (IBRIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| TILUX | IBRIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.10 | ||
| Sortino ratioReturn per unit of downside risk | +0.10 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.13 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 0.71 | 0.61 | +0.10 |
| Martin ratioReturn relative to average drawdown | 1.83 | 3.24 | -1.41 |
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Drawdowns
TILUX vs. IBRIX - Drawdown Comparison
The maximum TILUX drawdown since its inception was -14.72%, smaller than the maximum IBRIX drawdown of -15.82%. Use the drawdown chart below to compare losses from any high point for TILUX and IBRIX.
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Drawdown Indicators
| TILUX | IBRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.72% | -15.82% | +1.10% |
Max Drawdown (1Y)Largest decline over 1 year | -2.72% | -4.81% | +2.09% |
Max Drawdown (3Y)Largest decline over 3 years | -4.01% | -4.94% | +0.93% |
Max Drawdown (5Y)Largest decline over 5 years | -14.72% | -15.82% | +1.10% |
Max Drawdown (10Y)Largest decline over 10 years | -14.72% | -15.82% | +1.10% |
Current DrawdownCurrent decline from peak | -1.45% | -1.04% | -0.41% |
Average DrawdownAverage peak-to-trough decline | -3.56% | -4.09% | +0.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.01% | 0.88% | +0.13% |
Volatility
TILUX vs. IBRIX - Volatility Comparison
Morgan Stanley Pathway Funds Inflation-Linked Fixed Income Fund (TILUX) has a higher volatility of 0.94% compared to VY BlackRock Inflation Protected Bond Portfolio (IBRIX) at 0.80%. This indicates that TILUX's price experiences larger fluctuations and is considered to be riskier than IBRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TILUX | IBRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.94% | 0.80% | +0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 2.79% | 7.37% | -4.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.12% | 8.05% | -3.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.00% | 7.07% | -1.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.41% | 5.93% | -0.52% |
TILUX vs. IBRIX - Expense Ratio Comparison
TILUX has a 0.86% expense ratio, which is higher than IBRIX's 0.58% expense ratio.
Dividends
TILUX vs. IBRIX - Dividend Comparison
TILUX's dividend yield for the trailing twelve months is around 3.33%, less than IBRIX's 3.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBRIX VY BlackRock Inflation Protected Bond Portfolio | 3.55% | 3.31% | 3.87% | 3.55% | 4.96% | 2.68% | 1.70% | 2.38% | 2.51% | 1.52% | 0.00% | 1.41% |
TILUX Morgan Stanley Pathway Funds Inflation-Linked Fixed Income Fund | 3.33% | 2.92% | 3.72% | 1.77% | 16.54% | 9.24% | 2.28% | 2.27% | 3.45% | 3.01% | 2.97% | 0.00% |
Frequently Asked Questions
TILUX and IBRIX have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TILUX has higher volatility (0.94%) compared to IBRIX (0.80%). In terms of maximum drawdown, TILUX dropped -14.72% vs IBRIX's -15.82%.
TILUX currently has the higher Sharpe Ratio (0.47 vs 0.37), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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