TSDUX vs. MSEGX
Compare and contrast key facts about Morgan Stanley Pathway Funds Ultra-ShortTerm Fixed Income Fund (TSDUX) and Morgan Stanley Institutional Growth Portfolio (MSEGX).
TSDUX is managed by Morgan Stanley. It was launched on Mar 8, 2016. MSEGX is an actively managed fund by Morgan Stanley. It was launched on Apr 2, 1991.
Performance
TSDUX vs. MSEGX - Performance Comparison
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TSDUX vs. MSEGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TSDUX Morgan Stanley Pathway Funds Ultra-ShortTerm Fixed Income Fund | 0.25% | 3.24% | 6.04% | 5.94% | 0.41% | -0.11% | 2.06% | 2.65% | 1.64% | 1.73% |
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, TSDUX achieves a 0.25% return, which is significantly higher than MSEGX's -15.42% return. Over the past 10 years, TSDUX has underperformed MSEGX with an annualized return of 2.58%, while MSEGX has yielded a comparatively higher 15.47% annualized return.
TSDUX
- 1D
- -0.31%
- 1M
- -0.20%
- YTD
- 0.25%
- 6M
- 0.56%
- 1Y
- 2.24%
- 3Y*
- 4.81%
- 5Y*
- 3.08%
- 10Y*
- 2.58%
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%
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TSDUX vs. MSEGX - Expense Ratio Comparison
TSDUX has a 0.62% expense ratio, which is lower than MSEGX's 0.87% expense ratio.
Return for Risk
TSDUX vs. MSEGX — Risk / Return Rank
TSDUX
MSEGX
TSDUX vs. MSEGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Pathway Funds Ultra-ShortTerm Fixed Income Fund (TSDUX) 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.
| TSDUX | MSEGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.65 | 0.54 | +1.11 |
Sortino ratioReturn per unit of downside risk | 2.29 | 1.00 | +1.29 |
Omega ratioGain probability vs. loss probability | 1.62 | 1.12 | +0.49 |
Calmar ratioReturn relative to maximum drawdown | 3.85 | 0.57 | +3.28 |
Martin ratioReturn relative to average drawdown | 17.51 | 1.50 | +16.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TSDUX | MSEGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.65 | 0.54 | +1.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.87 | -0.05 | +2.91 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 2.39 | 0.46 | +1.93 |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.38 | 0.40 | +1.97 |
Correlation
The correlation between TSDUX and MSEGX is -0.02. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
TSDUX vs. MSEGX - Dividend Comparison
TSDUX's dividend yield for the trailing twelve months is around 2.11%, while MSEGX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSDUX Morgan Stanley Pathway Funds Ultra-ShortTerm Fixed Income Fund | 2.11% | 3.09% | 5.03% | 1.55% | 6.36% | 0.60% | 1.65% | 2.84% | 2.66% | 2.22% | 1.87% | 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
TSDUX vs. MSEGX - Drawdown Comparison
The maximum TSDUX drawdown since its inception was -3.94%, smaller than the maximum MSEGX drawdown of -69.57%. Use the drawdown chart below to compare losses from any high point for TSDUX and MSEGX.
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Drawdown Indicators
| TSDUX | MSEGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.94% | -69.57% | +65.63% |
Max Drawdown (1Y)Largest decline over 1 year | -0.72% | -27.83% | +27.11% |
Max Drawdown (5Y)Largest decline over 5 years | -1.72% | -69.57% | +67.85% |
Max Drawdown (10Y)Largest decline over 10 years | -3.94% | -69.57% | +65.63% |
Current DrawdownCurrent decline from peak | -0.41% | -26.90% | +26.49% |
Average DrawdownAverage peak-to-trough decline | -0.19% | -19.49% | +19.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.16% | 10.60% | -10.44% |
Volatility
TSDUX vs. MSEGX - Volatility Comparison
The current volatility for Morgan Stanley Pathway Funds Ultra-ShortTerm Fixed Income Fund (TSDUX) is 0.39%, while Morgan Stanley Institutional Growth Portfolio (MSEGX) has a volatility of 9.47%. This indicates that TSDUX 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.
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Volatility by Period
| TSDUX | MSEGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.39% | 9.47% | -9.08% |
Volatility (6M)Calculated over the trailing 6-month period | 0.80% | 22.11% | -21.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.56% | 33.40% | -31.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.11% | 39.79% | -38.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.10% | 33.63% | -32.53% |