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TLGUX vs. IGIAX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TLGUX vs. IGIAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Morgan Stanley Pathway Funds Large Cap Equity Fund (TLGUX) and Integrity ESG Growth & Income Fund (IGIAX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


TLGUX

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

IGIAX

1D
-0.07%
1M
7.11%
YTD
26.32%
6M
26.79%
1Y
43.99%
3Y*
25.41%
5Y*
14.76%
10Y*
15.57%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TLGUX vs. IGIAX - Yearly Performance Comparison


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Return for Risk

TLGUX vs. IGIAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TLGUX

IGIAX
IGIAX Risk / Return Rank: 8888
Overall Rank
IGIAX Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
IGIAX Sortino Ratio Rank: 8282
Sortino Ratio Rank
IGIAX Omega Ratio Rank: 7676
Omega Ratio Rank
IGIAX Calmar Ratio Rank: 9696
Calmar Ratio Rank
IGIAX Martin Ratio Rank: 9595
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TLGUX vs. IGIAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Pathway Funds Large Cap Equity Fund (TLGUX) and Integrity ESG Growth & Income Fund (IGIAX). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

TLGUX vs. IGIAX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


TLGUXIGIAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.91

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.82

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.86

Sharpe Ratio (All Time)

Calculated using the full available price history

0.51

Drawdowns

TLGUX vs. IGIAX - Drawdown Comparison


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Drawdown Indicators


TLGUXIGIAXDifference

Max Drawdown

Largest peak-to-trough decline

-79.15%

Max Drawdown (1Y)

Largest decline over 1 year

-6.89%

Max Drawdown (3Y)

Largest decline over 3 years

-19.58%

Max Drawdown (5Y)

Largest decline over 5 years

-30.18%

Max Drawdown (10Y)

Largest decline over 10 years

-31.19%

Current Drawdown

Current decline from peak

-0.07%

Average Drawdown

Average peak-to-trough decline

-33.34%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.93%

Volatility

TLGUX vs. IGIAX - Volatility Comparison


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Volatility by Period


TLGUXIGIAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.73%

Volatility (6M)

Calculated over the trailing 6-month period

12.07%

Volatility (1Y)

Calculated over the trailing 1-year period

15.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.09%

TLGUX vs. IGIAX - Expense Ratio Comparison

TLGUX has a 0.47% expense ratio, which is lower than IGIAX's 1.24% expense ratio.


Dividends

TLGUX vs. IGIAX - Dividend Comparison

TLGUX has not paid dividends to shareholders, while IGIAX's dividend yield for the trailing twelve months is around 2.87%.


PositionTTM20252024202320222021202020192018201720162015
IGIAX
Integrity ESG Growth & Income Fund
2.87%3.62%0.00%2.23%1.41%0.63%0.62%9.26%6.63%7.31%2.30%2.19%
TLGUX
Morgan Stanley Pathway Funds Large Cap Equity Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
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