- ISIN
- US61747T4031
- CUSIP
- 61747T403
- Issuer
- Morgan Stanley
- Inception Date
- Jul 28, 1997
- Category
- Large Cap Growth Equities
- Min. Investment
- $1,000,000
- Distribution Policy
- Accumulating
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
CPODX Performance Chart
Morgan Stanley Insight Fund (CPODX) is up 0.8% since the beginning of the year. CPODX is currently trading at $58 per share. Investors who bought $1,000 worth of CPODX shares 5 years ago would now be looking at an investment worth $945.
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Returns By Period
Morgan Stanley Insight Fund (CPODX) has returned 0.82% so far this year and 8.10% over the past 12 months. Looking at the last ten years, CPODX has achieved an annualized return of 17.10%, outperforming the S&P 500 Index benchmark, which averaged 13.75% per year.
Morgan Stanley Insight Fund
- 1D
- 4.70%
- 1M
- 4.81%
- YTD
- 0.82%
- 6M
- -2.76%
- 1Y
- 8.10%
- 3Y*
- 26.22%
- 5Y*
- -1.12%
- 10Y*
- 17.10%
Benchmark (S&P 500 Index)
- 1D
- -0.57%
- 1M
- 1.39%
- YTD
- 9.73%
- 6M
- 10.46%
- 1Y
- 24.50%
- 3Y*
- 19.43%
- 5Y*
- 12.21%
- 10Y*
- 13.75%
CPODX Monthly Returns History
Based on dividend-adjusted daily data since Jul 28, 1997, CPODX's average daily return is +0.06%, while the average monthly return is +1.22%. At this rate, an investment would double in approximately 4.8 years.
Historically, 61% of months were positive and 39% were negative. The best month was Dec 1999 with a return of +26.4%, while the worst month was Nov 2000 at -28.8%. The longest winning streak lasted 16 consecutive months, and the longest losing streak was 6 months.
On a daily basis, CPODX 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -7.61% | -1.78% | -4.87% | 10.21% | 10.35% | -3.97% | 0.82% | ||||||
| 2025 | 8.51% | -7.20% | -10.94% | 8.37% | 11.27% | 6.98% | 2.13% | 4.39% | 7.25% | 0.68% | -9.59% | -0.97% | 19.23% |
| 2024 | -6.52% | 11.22% | 2.73% | -9.59% | -2.27% | 4.97% | 2.15% | 5.57% | 6.73% | 7.14% | 25.32% | -4.16% | 46.73% |
| 2023 | 18.52% | -3.58% | 4.12% | -5.41% | 9.53% | 9.04% | 9.26% | -9.75% | -4.86% | -8.39% | 17.24% | 12.98% | 53.03% |
| 2022 | -23.65% | 0.62% | -4.99% | -22.68% | -15.94% | -9.95% | 13.96% | 0.91% | -9.85% | 1.21% | -3.21% | -10.07% | -60.99% |
| 2021 | 3.31% | 6.43% | -9.48% | 4.95% | -3.40% | 11.34% | -2.56% | 1.35% | -6.34% | 6.33% | -3.69% | -12.19% | -6.54% |
Benchmark Metrics
Morgan Stanley Insight Fund has an annualized alpha of 4.14%, beta of 1.27, and R2 of 0.59 versus S&P 500 Index. Calculated based on daily prices since July 28, 1997.
- This fund captured 153.25% of S&P 500 Index gains and 127.67% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 4.14% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Alpha
- 4.14%
- Beta
- 1.27
- R²
- 0.59
- Upside Capture
- 153.25%
- Downside Capture
- 127.67%
Expense Ratio
CPODX has an expense ratio of 0.83%, placing it in the medium range.
Return for Risk
Risk / Return Rank
CPODX ranks 5 for risk / return — in the bottom 5% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Morgan Stanley Insight Fund (CPODX) and compare them to S&P 500 Index.
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.
| CPODX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.65 | ||
| Sortino ratioReturn per unit of downside risk | -2.04 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.36 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | 0.35 | 2.71 | -2.35 |
| Martin ratioReturn relative to average drawdown | 0.74 | 12.15 | -11.41 |
Dividends
Dividend History
Morgan Stanley Insight Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.31 | $0.00 | $8.96 | $9.86 | $7.32 | $2.97 | $3.08 | $9.19 | $2.73 | $2.83 |
Dividend yield | 0.00% | 0.00% | 0.64% | 0.00% | 41.78% | 12.90% | 7.97% | 6.49% | 8.40% | 26.14% | 9.16% | 8.38% |
Monthly Dividends
The table displays the monthly dividend distributions for Morgan Stanley Insight Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 | $0.31 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $8.96 | $8.96 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $9.86 | $9.86 |
Drawdowns
Drawdowns Chart
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Morgan Stanley Insight Fund. 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 Fund was 84.51%, occurring on Oct 9, 2002. Recovery took 3611 trading sessions.
The current Morgan Stanley Insight Fund drawdown is 19.21%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Dot-com crash2000–2002 | -84.51%Oct 2002 | 2y 7mo | 14y 4mo | 16y 11moMar 2000 - Feb 2017 |
Bear market2022 | -71.26%Dec 2022 | 1y 10mo | — | 5y 4moFeb 2021 - now |
1998 bear market1998 | -34.48%Oct 1998 | 2mo 19d | 1mo 16d | 4mo 5dJul 1998 - Nov 1998 |
COVID crash2020 | -33.88%Mar 2020 | 25d | 1mo 20d | 2mo 15dFeb 2020 - May 2020 |
Rate-hike selloffLate 2018 | -24.40%Dec 2018 | 2mo 27d | 1mo 27d | 4mo 24dSep 2018 - Feb 2019 |
Drawdown Indicators
| CPODX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.51% | -56.78% | -27.73% |
Max Drawdown (1Y)Largest decline over 1 year | -28.28% | -9.10% | -19.18% |
Max Drawdown (3Y)Largest decline over 3 years | -31.37% | -18.90% | -12.47% |
Max Drawdown (5Y)Largest decline over 5 years | -70.71% | -25.43% | -45.28% |
Max Drawdown (10Y)Largest decline over 10 years | -71.26% | -33.92% | -37.34% |
Current DrawdownCurrent decline from peak | -19.21% | -1.29% | -17.92% |
Average DrawdownAverage peak-to-trough decline | -38.43% | -10.72% | -27.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.36% | 2.02% | +11.34% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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