VIST vs. EDD

Last updated Aug 1, 2026

VIST (Vista Energy, S.A.B. de C.V.) is a stock, while EDD (Morgan Stanley Emerging Markets Domestic Fund) is Emerging Markets Bonds fund managed by Morgan Stanley. Over the past 5 years, VIST returned 71.42%/yr vs 8.18%/yr for EDD. Their 0.17 correlation means their historical movements had little consistent relationship.

Performance

VIST vs. EDD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vista Energy, S.A.B. de C.V. (VIST) and Morgan Stanley Emerging Markets Domestic Fund (EDD). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, VIST achieves a 44.78% return, which is significantly higher than EDD's 14.80% return.

VIST

• 1D: 2.74%
• 1M: 12.38%
• 6M: 16.47%
• YTD: 44.78%
• 1Y: 57.61%
• 3Y*: 39.75%
• 5Y*: 71.42%
• 10Y*: —
• ALL TIME*: 35.77%

EDD

• 1D: -0.17%
• 1M: 0.69%
• 6M: 6.55%
• YTD: 14.80%
• 1Y: 27.62%
• 3Y*: 18.63%
• 5Y*: 8.18%
• 10Y*: 5.50%
• ALL TIME*: 2.96%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
EDD Morgan Stanley Emerging Markets Domestic Fund	$2.10M	$3.03M	$2.42M
VIST Vista Energy, S.A.B. de C.V.	$67.07M	$65.42M	$69.21M

VIST vs. EDD - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
VIST Vista Energy, S.A.B. de C.V.	44.78%	-10.07%	83.36%	88.44%	193.81%	108.20%	-67.39%	-4.85%
EDD Morgan Stanley Emerging Markets Domestic Fund	14.80%	32.46%	8.64%	14.09%	-14.15%	-7.03%	-2.84%	2.48%

Correlation

The correlation between VIST and EDD is -0.21, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	-0.21
Correlation (3Y) Balances recent behavior with more history.	0.03
Correlation (5Y) Shows whether the relationship held over a longer period.	0.12
Correlation (All Time) Calculated using the full available price history since Jul 26, 2019	0.17

The correlation between VIST and EDD shifts across timeframes, from -0.21 (1 year) to 0.17 (all time), reflecting how their relationship changes across market environments.

Return for Risk

VIST vs. EDD — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

VIST

VIST Risk / Return Rank: 78
VIST Sharpe Ratio Rank: 79
VIST Sortino Ratio Rank: 77
VIST Omega Ratio Rank: 75
VIST Calmar Ratio Rank: 81
VIST Martin Ratio Rank: 79

EDD

EDD Risk / Return Rank: 57
EDD Sharpe Ratio Rank: 73
EDD Sortino Ratio Rank: 70
EDD Omega Ratio Rank: 69
EDD Calmar Ratio Rank: 38
EDD Martin Ratio Rank: 35

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

VIST vs. EDD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vista Energy, S.A.B. de C.V. (VIST) and Morgan Stanley Emerging Markets Domestic Fund (EDD). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	VIST	EDD	Difference
Sharpe ratio: Return per unit of total volatility	1.16	1.66	-0.50
Sortino ratio: Return per unit of downside risk	1.84	2.32	-0.49
Omega ratio: Gain probability vs. loss probability	1.22	1.29	-0.07
Calmar ratio: Return relative to maximum drawdown	2.22	1.57	+0.64
Martin ratio: Return relative to average drawdown	4.72	5.03	-0.32

VIST vs. EDD - Sharpe Ratio Comparison

The current VIST Sharpe Ratio is 1.16, which is lower than the EDD Sharpe Ratio of 1.66. The chart below compares the historical Sharpe Ratios of VIST and EDD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

VIST vs. EDD - Drawdown Comparison

The maximum VIST drawdown since its inception was -81.19%, which is greater than EDD's maximum drawdown of -59.38%. Use the drawdown chart below to compare losses from any high point for VIST and EDD.

Drawdown Indicators

	VIST	EDD	Difference
Max Drawdown Largest peak-to-trough decline	-81.19%	-59.38%	-21.81%
Max Drawdown (1Y) Largest decline over 1 year	-26.13%	-17.67%	-8.46%
Max Drawdown (3Y) Largest decline over 3 years	-43.36%	-17.67%	-25.69%
Max Drawdown (5Y) Largest decline over 5 years	-43.36%	-32.04%	-11.32%
Max Drawdown (10Y) Largest decline over 10 years	—	-42.70%	—
Current Drawdown Current decline from peak	-11.10%	-2.84%	-8.26%
Average Drawdown Average peak-to-trough decline	-28.02%	-24.06%	-3.96%
Ulcer Index Depth and duration of drawdowns from previous peaks	12.25%	5.50%	+6.75%

Volatility

VIST vs. EDD - Volatility Comparison

Vista Energy, S.A.B. de C.V. (VIST) has a higher volatility of 12.90% compared to Morgan Stanley Emerging Markets Domestic Fund (EDD) at 4.62%. This indicates that VIST's price experiences larger fluctuations and is considered to be riskier than EDD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	VIST	EDD	Difference
Volatility (1M) Calculated over the trailing 1-month period	12.90%	4.62%	+8.28%
Volatility (6M) Calculated over the trailing 6-month period	32.64%	13.86%	+18.78%
Volatility (1Y) Calculated over the trailing 1-year period	49.98%	16.72%	+33.26%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	51.40%	15.57%	+35.83%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	60.79%	17.66%	+43.13%

Dividends

VIST vs. EDD - Dividend Comparison

VIST has not paid dividends to shareholders, while EDD's dividend yield for the trailing twelve months is around 10.82%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EDD Morgan Stanley Emerging Markets Domestic Fund	10.82%	9.76%	11.45%	7.30%	6.82%	6.93%	6.92%	8.15%	9.90%	8.18%	10.32%	12.65%
VIST Vista Energy, S.A.B. de C.V.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both VIST and EDD in my portfolio?

VIST and EDD have a correlation of -0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, VIST or EDD?

VIST has higher volatility (12.90%) compared to EDD (4.62%). In terms of maximum drawdown, VIST dropped -81.19% vs EDD's -59.38%.

Which has better risk-adjusted returns?

EDD currently has the higher Sharpe Ratio (1.66 vs 1.16), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.