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MSD vs SPY

Comparison between Morgan Stanley Emerging Markets Debt Fund Inc (MSD, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed MSD, delivering a return of +13.4% compared to +4.0%

MSD vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MSD
$164M
Winner
SPY
$784B
Expense Ratio
MSD
N/A
SPY
0.09%
Max Drawdown
Winner
MSD
52.80%
SPY
56.47%
Sharpe Ratio
MSD
-0.26
Winner
SPY
1.56
5Y Beta
Winner
MSD
0.37
SPY
1.00
P/E Ratio
MSD
N/A
SPY
28.29
Forward P/E
MSD
N/A
SPY
21.75
5Y Dividends CAGR
Winner
MSD
15.82%
SPY
5.43%
5Y EPS CAGR
MSD
N/A
SPY
25.98%
Debt to Equity
MSD
N/A
SPY
30.79%
P/S Ratio
MSD
N/A
SPY
3.79
P/B Ratio
MSD
N/A
SPY
5.67

MSD vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
MSD
-2.29%
Winner
SPY
+0.48%
3M
MSD
-1.66%
Winner
SPY
+11.67%
6M
MSD
+2.81%
Winner
SPY
+9.42%
1Y
MSD
+0.14%
Winner
SPY
+24.27%
5Y(CAGR)
MSD
+3.96%
Winner
SPY
+13.36%
10Y(CAGR)
MSD
+5.09%
Winner
SPY
+15.42%
Max(CAGR)
Winner
MSD
+8.60%
SPY
+8.49%

MSD vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMSDSPY
2026+0.54%+8.88%
2025+6.44%+18.00%
2024+24.34%+25.59%
2023+18.74%+26.72%
2022-21.74%-18.64%
2021+3.29%+30.52%
2020+1.05%+17.28%
2019+23.62%+31.09%
2018-12.82%-5.24%
2017+16.04%+20.78%
2016+14.03%+13.59%
2015+1.27%+1.31%
2014+0.55%+14.56%
2013-13.60%+29.00%
2012+21.07%+14.17%
2011+5.25%+0.85%
2010+13.98%+13.14%
2009+47.73%+22.67%
2008-19.39%-36.25%
2007-6.06%+5.32%
2006+11.32%+13.85%
2005+24.29%+5.32%
2004+10.62%+10.75%
2003+41.28%+24.18%
2002+10.80%-22.42%
2001+19.83%-10.13%
2000+6.89%-8.84%
1999-0.43%+8.61%

MSD vs SPY Drawdown Comparison

The maximum drawdown for MSD was -45.49%, occurring on Nov 20, 2008. Recovery took 677 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current MSD drawdown is -6.62%. The current SPY drawdown is -2.35%.

RankMSDSPY
#1-45.49%
Dec 14, 2006 - Aug 25, 2009		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-37.50%
Feb 20, 2020 - Jun 1, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-33.90%
Sep 9, 2021 - Jul 3, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-21.29%
Jan 24, 2013 - Aug 10, 2016		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-21.27%
Jan 12, 2004 - Nov 18, 2004		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-20.31%
Jun 4, 2002 - Feb 24, 2003		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-18.63%
Feb 23, 2006 - Oct 24, 2006		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-14.62%
Jan 2, 2018 - Jun 20, 2019		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-14.23%
Aug 31, 2000 - Jan 16, 2001		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-12.85%
Jun 8, 2001 - Nov 13, 2001		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-12.84%
Apr 1, 2025 - Jan 22, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-12.57%
Apr 26, 2010 - Jul 26, 2010		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-12.21%
Mar 8, 2005 - Aug 15, 2005		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-11.67%
Nov 5, 2010 - Aug 1, 2011		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-11.32%
Jan 29, 2001 - Jun 8, 2001		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MSD and SPY is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

Dividend Comparison (1999 - 2026)

MSD vs SPY dividend yield comparison.

YearMSDSPY
20261.93%0.24%
20259.88%1.07%
202411.88%1.21%
202310.90%1.40%
20227.34%1.65%
20214.99%1.20%
20204.67%1.52%
20195.37%1.75%
20186.56%2.04%
20175.81%1.80%
20166.87%2.03%
20157.03%2.06%
20146.27%1.87%
201310.17%1.81%
20125.27%2.18%
20116.31%2.05%
201010.02%1.80%
20096.33%1.95%
200812.20%3.02%
20076.82%1.85%
20067.11%1.73%
20058.68%1.73%
200410.57%1.82%
20037.70%1.47%
20028.74%1.70%
200111.49%1.25%
200012.65%1.15%
19994.26%0.24%

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