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TLGUX vs. MEGIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TLGUX vs. MEGIX - 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 Morgan Stanley Growth Portfolio (MEGIX). The values are adjusted to include any dividend payments, if applicable.

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TLGUX vs. MEGIX - Yearly Performance Comparison


Returns By Period


TLGUX

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

MEGIX

1D
-0.69%
1M
-8.64%
YTD
-19.20%
6M
-25.33%
1Y
11.54%
3Y*
26.82%
5Y*
-16.52%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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TLGUX vs. MEGIX - Expense Ratio Comparison

TLGUX has a 0.47% expense ratio, which is lower than MEGIX's 0.57% expense ratio.


Return for Risk

TLGUX vs. MEGIX — Risk / Return Rank

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

TLGUX

MEGIX
MEGIX Risk / Return Rank: 1212
Overall Rank
MEGIX Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
MEGIX Sortino Ratio Rank: 1515
Sortino Ratio Rank
MEGIX Omega Ratio Rank: 1414
Omega Ratio Rank
MEGIX Calmar Ratio Rank: 1010
Calmar Ratio Rank
MEGIX Martin Ratio Rank: 99
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. MEGIX - 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 Morgan Stanley Growth Portfolio (MEGIX). 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. MEGIX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


TLGUXMEGIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.30

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.35

Sharpe Ratio (All Time)

Calculated using the full available price history

0.11

Dividends

TLGUX vs. MEGIX - Dividend Comparison

Neither TLGUX nor MEGIX has paid dividends to shareholders.


TTM20252024202320222021202020192018
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%
MEGIX
Morgan Stanley Growth Portfolio
0.00%0.00%0.00%0.00%0.00%34.82%7.97%5.35%24.32%

Drawdowns

TLGUX vs. MEGIX - Drawdown Comparison


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Drawdown Indicators


TLGUXMEGIXDifference

Max Drawdown

Largest peak-to-trough decline

-87.16%

Max Drawdown (1Y)

Largest decline over 1 year

-28.03%

Max Drawdown (5Y)

Largest decline over 5 years

-87.16%

Current Drawdown

Current decline from peak

-68.03%

Average Drawdown

Average peak-to-trough decline

-36.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.56%

Volatility

TLGUX vs. MEGIX - Volatility Comparison


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Volatility by Period


TLGUXMEGIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.33%

Volatility (6M)

Calculated over the trailing 6-month period

21.83%

Volatility (1Y)

Calculated over the trailing 1-year period

33.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

47.74%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

39.86%