PortfoliosLab logoPortfoliosLab logo
TLGUX vs. MSEGX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

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

Loading graphics...

TLGUX vs. MSEGX - Yearly Performance Comparison


Returns By Period


TLGUX

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

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


TLGUX vs. MSEGX - Expense Ratio Comparison

TLGUX has a 0.47% expense ratio, which is lower than MSEGX's 0.87% expense ratio.


Return for Risk

TLGUX vs. MSEGX — Risk / Return Rank

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

TLGUX

MSEGX
MSEGX Risk / Return Rank: 1717
Overall Rank
MSEGX Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
MSEGX Sortino Ratio Rank: 2222
Sortino Ratio Rank
MSEGX Omega Ratio Rank: 1818
Omega Ratio Rank
MSEGX Calmar Ratio Rank: 1616
Calmar Ratio Rank
MSEGX Martin Ratio Rank: 1313
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. MSEGX - 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 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.


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

TLGUX vs. MSEGX - Sharpe Ratio Comparison


Loading graphics...

Sharpe Ratios by Period


TLGUXMSEGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.54

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.05

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.46

Sharpe Ratio (All Time)

Calculated using the full available price history

0.40

Dividends

TLGUX vs. MSEGX - Dividend Comparison

Neither TLGUX nor MSEGX has paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
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%
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

TLGUX vs. MSEGX - Drawdown Comparison


Loading graphics...

Drawdown Indicators


TLGUXMSEGXDifference

Max Drawdown

Largest peak-to-trough decline

-69.57%

Max Drawdown (1Y)

Largest decline over 1 year

-27.83%

Max Drawdown (5Y)

Largest decline over 5 years

-69.57%

Max Drawdown (10Y)

Largest decline over 10 years

-69.57%

Current Drawdown

Current decline from peak

-26.90%

Average Drawdown

Average peak-to-trough decline

-19.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.60%

Volatility

TLGUX vs. MSEGX - Volatility Comparison


Loading graphics...

Volatility by Period


TLGUXMSEGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.47%

Volatility (6M)

Calculated over the trailing 6-month period

22.11%

Volatility (1Y)

Calculated over the trailing 1-year period

33.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

39.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.63%