TILUX vs. IPBAX
Compare and contrast key facts about Morgan Stanley Pathway Funds Inflation-Linked Fixed Income Fund (TILUX) and Allspring Real Return Fund (IPBAX).
TILUX is managed by Morgan Stanley. It was launched on Mar 7, 2016. IPBAX is managed by Allspring Global Investments. It was launched on Feb 27, 2003.
Performance
TILUX vs. IPBAX - Performance Comparison
Loading graphics...
TILUX vs. IPBAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TILUX Morgan Stanley Pathway Funds Inflation-Linked Fixed Income Fund | -0.36% | 6.41% | 1.86% | 3.34% | -12.14% | 5.42% | 12.70% | 8.11% | -2.05% | 3.15% |
IPBAX Allspring Real Return Fund | 11.78% | 10.37% | 8.12% | 5.35% | -10.75% | 7.74% | 8.03% | 9.87% | -4.02% | 4.07% |
Returns By Period
In the year-to-date period, TILUX achieves a -0.36% return, which is significantly lower than IPBAX's 11.78% return. Over the past 10 years, TILUX has underperformed IPBAX with an annualized return of 2.50%, while IPBAX has yielded a comparatively higher 4.92% annualized 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%
IPBAX
- 1D
- 0.25%
- 1M
- -0.06%
- YTD
- 11.78%
- 6M
- 13.53%
- 1Y
- 23.01%
- 3Y*
- 10.78%
- 5Y*
- 6.29%
- 10Y*
- 4.92%
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. IPBAX - Expense Ratio Comparison
TILUX has a 0.86% expense ratio, which is higher than IPBAX's 0.78% expense ratio.
Return for Risk
TILUX vs. IPBAX — Risk / Return Rank
TILUX
IPBAX
TILUX vs. IPBAX - 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 Allspring Real Return Fund (IPBAX). 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 | IPBAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 2.91 | -2.34 |
Sortino ratioReturn per unit of downside risk | 0.84 | 3.98 | -3.14 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.53 | -0.43 |
Calmar ratioReturn relative to maximum drawdown | 1.15 | 6.12 | -4.97 |
Martin ratioReturn relative to average drawdown | 3.25 | 22.57 | -19.32 |
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 | IPBAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 2.91 | -2.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.89 | -0.72 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.83 | -0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.70 | -0.18 |
Correlation
The correlation between TILUX and IPBAX is 0.64, 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.
Dividends
TILUX vs. IPBAX - Dividend Comparison
TILUX's dividend yield for the trailing twelve months is around 2.47%, more than IPBAX's 2.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
IPBAX Allspring Real Return Fund | 2.33% | 2.58% | 2.26% | 3.71% | 5.07% | 3.84% | 1.26% | 2.12% | 2.57% | 1.96% | 1.77% | 2.13% |
Drawdowns
TILUX vs. IPBAX - Drawdown Comparison
The maximum TILUX drawdown since its inception was -14.72%, roughly equal to the maximum IPBAX drawdown of -15.13%. Use the drawdown chart below to compare losses from any high point for TILUX and IPBAX.
Loading graphics...
Drawdown Indicators
| TILUX | IPBAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.72% | -15.13% | +0.41% |
Max Drawdown (1Y)Largest decline over 1 year | -3.55% | -3.84% | +0.29% |
Max Drawdown (5Y)Largest decline over 5 years | -14.72% | -13.94% | -0.78% |
Max Drawdown (10Y)Largest decline over 10 years | -14.72% | -13.94% | -0.78% |
Current DrawdownCurrent decline from peak | -2.25% | -0.38% | -1.87% |
Average DrawdownAverage peak-to-trough decline | -3.65% | -3.15% | -0.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.26% | 1.04% | +0.22% |
Volatility
TILUX vs. IPBAX - Volatility Comparison
The current volatility for Morgan Stanley Pathway Funds Inflation-Linked Fixed Income Fund (TILUX) is 1.63%, while Allspring Real Return Fund (IPBAX) has a volatility of 3.22%. This indicates that TILUX experiences smaller price fluctuations and is considered to be less risky than IPBAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| TILUX | IPBAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.63% | 3.22% | -1.59% |
Volatility (6M)Calculated over the trailing 6-month period | 2.87% | 6.48% | -3.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.20% | 8.01% | -2.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.01% | 7.12% | -1.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.42% | 5.93% | -0.51% |