Morgan Stanley Insight A (CPOAX)

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The chart shows the growth of an initial investment of $10,000 in Morgan Stanley Insight A, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Morgan Stanley Insight A (CPOAX) has returned -17.61% so far this year and 9.30% over the past 12 months. Looking at the last ten years, CPOAX has achieved an annualized return of 14.53%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Jul 28, 1997, CPOAX's average daily return is +0.06%, while the average monthly return is +1.14%. At this rate, your investment would double in approximately 5.1 years.

Historically, 60% of months were positive and 40% were negative. The best month was Dec 1999 with a return of +26.4%, while the worst month was Nov 2000 at -28.9%. The longest winning streak lasted 16 consecutive months, and the longest losing streak was 7 months.

On a daily basis, CPOAX closed higher 53% of trading days. The best single day was Nov 11, 2022 with a return of +19.3%, while the worst single day was Mar 16, 2020 at -12.3%.

Morgan Stanley Insight A has an annualized alpha of 3.96%, beta of 1.26, and R² of 0.59 versus S&P 500 Index. Calculated based on daily prices since July 29, 1997.

• This fund captured 152.28% of S&P 500 Index gains and 127.43% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• This fund generated an annualized alpha of 3.96% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.

CPOAX has a high expense ratio of 1.15%, indicating above-average management fees.

CPOAX ranks 9 for risk / return — in the bottom 9% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Morgan Stanley Insight A (CPOAX) and compare them to a chosen benchmark (S&P 500 Index).

Morgan Stanley Insight A provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.

The table displays the monthly dividend distributions for Morgan Stanley Insight A. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Morgan Stanley Insight A. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Morgan Stanley Insight A was 84.57%, occurring on Oct 9, 2002. Recovery took 3657 trading sessions.

The current Morgan Stanley Insight A drawdown is 34.68%.

The chart below shows the rolling one-month volatility.