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TLGUX vs. VPCCX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TLGUX vs. VPCCX - 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 Vanguard PRIMECAP Core Fund (VPCCX). 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*

VPCCX

1D
0.80%
1M
13.00%
YTD
29.33%
6M
30.52%
1Y
63.34%
3Y*
29.17%
5Y*
16.85%
10Y*
17.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TLGUX vs. VPCCX - Yearly Performance Comparison


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Return for Risk

TLGUX vs. VPCCX — Risk / Return Rank

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

TLGUX

VPCCX
VPCCX Risk / Return Rank: 9696
Overall Rank
VPCCX Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
VPCCX Sortino Ratio Rank: 9696
Sortino Ratio Rank
VPCCX Omega Ratio Rank: 9393
Omega Ratio Rank
VPCCX Calmar Ratio Rank: 9696
Calmar Ratio Rank
VPCCX Martin Ratio Rank: 9797
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. VPCCX - 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 Vanguard PRIMECAP Core Fund (VPCCX). 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. VPCCX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


TLGUXVPCCXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.97

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.96

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.91

Sharpe Ratio (All Time)

Calculated using the full available price history

0.69

Drawdowns

TLGUX vs. VPCCX - Drawdown Comparison


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Drawdown Indicators


TLGUXVPCCXDifference

Max Drawdown

Largest peak-to-trough decline

-47.53%

Max Drawdown (1Y)

Largest decline over 1 year

-10.29%

Max Drawdown (3Y)

Largest decline over 3 years

-19.92%

Max Drawdown (5Y)

Largest decline over 5 years

-22.75%

Max Drawdown (10Y)

Largest decline over 10 years

-34.60%

Current Drawdown

Current decline from peak

0.00%

Average Drawdown

Average peak-to-trough decline

-5.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.25%

Volatility

TLGUX vs. VPCCX - Volatility Comparison


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Volatility by Period


TLGUXVPCCXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.69%

Volatility (6M)

Calculated over the trailing 6-month period

13.22%

Volatility (1Y)

Calculated over the trailing 1-year period

16.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.76%

TLGUX vs. VPCCX - Expense Ratio Comparison

TLGUX has a 0.47% expense ratio, which is higher than VPCCX's 0.46% expense ratio.


Dividends

TLGUX vs. VPCCX - Dividend Comparison

TLGUX has not paid dividends to shareholders, while VPCCX's dividend yield for the trailing twelve months is around 13.34%.


PositionTTM20252024202320222021202020192018201720162015
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%
VPCCX
Vanguard PRIMECAP Core Fund
13.34%17.25%7.17%5.73%8.40%6.89%7.89%6.99%9.45%4.10%5.52%4.96%
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