MSEQX
Morgan Stanley Inst Growth Portfolio Class I
Mutual fund
$70.12+0.55 (+0.79%)Close Oct 2, 2026
Apr 2, 1991 – Oct 2, 2026, Dividends reinvested
- Final balance
- $412,900
- CAGR
- +11.05%
- Max drawdown
- −69.48%
- Sharpe ratio
- 0.55
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +4.45%
- 3M
- +2.79%
- 6M
- +18.19%
- YTD
- +0.26%
- 1Y
- −9.30%
- 3Y
- +30.77%
- 5Y
- +0.18%
- 10Y
- +15.32%
- 15Y
- +16.05%
- 20Y
- +13.00%
- 25Y
- +11.18%
- 30Y
- +10.88%
- Since 1991
- +11.05%
Metrics
Since 1991| Volatility | 24.91% |
|---|---|
| Sortino ratio | 0.77 |
| Calmar ratio | 0.16 |
| Best year, 2020 | +115.59% |
| Worst year, 2022 | −60.18% |
| Positive years | 26 of 34 |
| Longest drawdown | 7.5 years |
Worst drawdowns
Since 1991| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −69.5% | Nov 2021 | Dec 2022 | Not yet | 4.9 years so far |
| −61.6% | Oct 2007 | Nov 2008 | Feb 2011 | 3.3 years |
| −55.6% | Mar 2000 | Oct 2002 | Oct 2007 | 7.5 years |
| −32.9% | Feb 2020 | Mar 2020 | May 2020 | 2 months |
| −26.9% | Jul 1998 | Oct 1998 | Jan 1999 | 6 months |
Annual returns
1991 from Apr 2 · 2026 through Oct 2