TILUX vs. MSEGX
Compare and contrast key facts about Morgan Stanley Pathway Funds Inflation-Linked Fixed Income Fund (TILUX) and Morgan Stanley Institutional Growth Portfolio (MSEGX).
TILUX is managed by Morgan Stanley. It was launched on Mar 7, 2016. MSEGX is an actively managed fund by Morgan Stanley. It was launched on Apr 2, 1991.
Performance
TILUX vs. MSEGX - Performance Comparison
Loading graphics...
TILUX vs. MSEGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TILUX Morgan Stanley Pathway Funds Inflation-Linked Fixed Income Fund | -0.12% | 6.41% | 1.86% | 3.34% | -12.14% | 5.42% | 12.70% | 8.11% | -2.05% | 3.15% |
MSEGX Morgan Stanley Institutional Growth Portfolio | -15.42% | 24.43% | 46.29% | 49.87% | -60.27% | -0.31% | 115.11% | 38.93% | 5.01% | 43.53% |
Returns By Period
In the year-to-date period, TILUX achieves a -0.12% return, which is significantly higher than MSEGX's -15.42% return. Over the past 10 years, TILUX has underperformed MSEGX with an annualized return of 2.53%, while MSEGX has yielded a comparatively higher 15.47% annualized return.
TILUX
- 1D
- 0.24%
- 1M
- -1.31%
- YTD
- -0.12%
- 6M
- -0.68%
- 1Y
- 1.39%
- 3Y*
- 2.88%
- 5Y*
- 0.97%
- 10Y*
- 2.53%
MSEGX
- 1D
- 4.54%
- 1M
- -4.32%
- YTD
- -15.42%
- 6M
- -22.09%
- 1Y
- 15.60%
- 3Y*
- 25.22%
- 5Y*
- -1.90%
- 10Y*
- 15.47%
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. MSEGX - Expense Ratio Comparison
TILUX has a 0.86% expense ratio, which is lower than MSEGX's 0.87% expense ratio.
Return for Risk
TILUX vs. MSEGX — Risk / Return Rank
TILUX
MSEGX
TILUX vs. MSEGX - 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 Morgan Stanley Institutional Growth Portfolio (MSEGX). 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 | MSEGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.37 | 0.54 | -0.17 |
Sortino ratioReturn per unit of downside risk | 0.54 | 1.00 | -0.45 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.12 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 0.57 | +0.79 |
Martin ratioReturn relative to average drawdown | 3.85 | 1.50 | +2.35 |
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 | MSEGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.37 | 0.54 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | -0.05 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.46 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.40 | +0.12 |
Correlation
The correlation between TILUX and MSEGX is 0.10, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
TILUX vs. MSEGX - Dividend Comparison
TILUX's dividend yield for the trailing twelve months is around 2.47%, while MSEGX has not paid dividends to shareholders.
| 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% |
MSEGX Morgan Stanley Institutional Growth Portfolio | 0.00% | 0.00% | 0.42% | 0.00% | 18.70% | 26.52% | 10.03% | 22.75% | 5.67% | 22.18% | 13.17% | 7.76% |
Drawdowns
TILUX vs. MSEGX - Drawdown Comparison
The maximum TILUX drawdown since its inception was -14.72%, smaller than the maximum MSEGX drawdown of -69.57%. Use the drawdown chart below to compare losses from any high point for TILUX and MSEGX.
Loading graphics...
Drawdown Indicators
| TILUX | MSEGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.72% | -69.57% | +54.85% |
Max Drawdown (1Y)Largest decline over 1 year | -3.55% | -27.83% | +24.28% |
Max Drawdown (5Y)Largest decline over 5 years | -14.72% | -69.57% | +54.85% |
Max Drawdown (10Y)Largest decline over 10 years | -14.72% | -69.57% | +54.85% |
Current DrawdownCurrent decline from peak | -2.01% | -26.90% | +24.89% |
Average DrawdownAverage peak-to-trough decline | -3.65% | -19.49% | +15.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.26% | 10.60% | -9.34% |
Volatility
TILUX vs. MSEGX - Volatility Comparison
The current volatility for Morgan Stanley Pathway Funds Inflation-Linked Fixed Income Fund (TILUX) is 1.61%, while Morgan Stanley Institutional Growth Portfolio (MSEGX) has a volatility of 9.47%. This indicates that TILUX experiences smaller price fluctuations and is considered to be less risky than MSEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| TILUX | MSEGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.61% | 9.47% | -7.86% |
Volatility (6M)Calculated over the trailing 6-month period | 2.79% | 22.11% | -19.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.19% | 33.40% | -28.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.02% | 39.79% | -33.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.42% | 33.63% | -28.21% |