CPOAX vs. AQEIX
CPOAX (Morgan Stanley Insight A) and AQEIX (LKCM Aquinas Catholic Equity Fund) are both Large Cap Growth Equities funds. Over the past 10 years, CPOAX returned 15.13%/yr vs 10.62%/yr for AQEIX. Their 0.71 correlation means they have sometimes moved together and sometimes differently. CPOAX charges 1.15%/yr vs 1.00%/yr for AQEIX.
Performance
CPOAX vs. AQEIX - Performance Comparison
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Returns By Period
In the year-to-date period, CPOAX achieves a -7.80% return, which is significantly lower than AQEIX's 2.77% return. Over the past 10 years, CPOAX has outperformed AQEIX with an annualized return of 15.13%, while AQEIX has yielded a comparatively lower 10.62% annualized return.
CPOAX
- 1D
- -2.37%
- 1M
- -9.05%
- 6M
- -0.21%
- YTD
- -7.80%
- 1Y
- -3.90%
- 3Y*
- 19.22%
- 5Y*
- -4.03%
- 10Y*
- 15.13%
- ALL TIME*
- 10.45%
AQEIX
- 1D
- -0.05%
- 1M
- 0.94%
- 6M
- 0.89%
- YTD
- 2.77%
- 1Y
- 4.84%
- 3Y*
- 8.22%
- 5Y*
- 4.47%
- 10Y*
- 10.62%
- ALL TIME*
- 7.55%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
CPOAX vs. AQEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CPOAX Morgan Stanley Insight A | -7.80% | 18.91% | 46.35% | 52.72% | -61.02% | -6.83% | 115.86% | 33.08% | 11.94% | 48.40% |
AQEIX LKCM Aquinas Catholic Equity Fund | 2.77% | 6.72% | 13.29% | 14.08% | -18.24% | 25.35% | 24.23% | 30.51% | -8.03% | 20.80% |
Correlation
The correlation between CPOAX and AQEIX is 0.62, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.62 |
Correlation (3Y) Balances recent behavior with more history. | 0.67 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.69 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.67 |
Correlation (All Time) Calculated using the full available price history since Jul 28, 1997 | 0.71 |
The correlation between CPOAX and AQEIX has been stable across timeframes, ranging from 0.62 to 0.71 - a consistent structural relationship.
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Return for Risk
CPOAX vs. AQEIX — Risk / Return Rank
CPOAX
AQEIX
CPOAX vs. AQEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Insight A (CPOAX) and LKCM Aquinas Catholic Equity Fund (AQEIX). 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.
| CPOAX | AQEIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.52 | ||
| Sortino ratioReturn per unit of downside risk | -0.59 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.06 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | -0.25 | 0.47 | -0.72 |
| Martin ratioReturn relative to average drawdown | -0.49 | 1.50 | -1.99 |
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Drawdowns
CPOAX vs. AQEIX - Drawdown Comparison
The maximum CPOAX drawdown since its inception was -84.57%, which is greater than AQEIX's maximum drawdown of -54.20%. Use the drawdown chart below to compare losses from any high point for CPOAX and AQEIX.
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Drawdown Indicators
| CPOAX | AQEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.57% | -54.20% | -30.37% |
Max Drawdown (1Y)Largest decline over 1 year | -28.37% | -7.02% | -21.35% |
Max Drawdown (3Y)Largest decline over 3 years | -31.38% | -19.25% | -12.13% |
Max Drawdown (5Y)Largest decline over 5 years | -70.73% | -24.51% | -46.22% |
Max Drawdown (10Y)Largest decline over 10 years | -71.33% | -33.65% | -37.68% |
Current DrawdownCurrent decline from peak | -26.90% | -0.87% | -26.03% |
Average DrawdownAverage peak-to-trough decline | -39.12% | -8.67% | -30.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.48% | 2.19% | +12.29% |
Volatility
CPOAX vs. AQEIX - Volatility Comparison
Morgan Stanley Insight A (CPOAX) has a higher volatility of 8.05% compared to LKCM Aquinas Catholic Equity Fund (AQEIX) at 2.93%. This indicates that CPOAX's price experiences larger fluctuations and is considered to be riskier than AQEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CPOAX | AQEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.05% | 2.93% | +5.12% |
Volatility (6M)Calculated over the trailing 6-month period | 23.67% | 8.35% | +15.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.60% | 11.52% | +19.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.99% | 16.57% | +23.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.27% | 18.04% | +16.23% |
CPOAX vs. AQEIX - Expense Ratio Comparison
CPOAX has a 1.15% expense ratio, which is higher than AQEIX's 1.00% expense ratio.
Dividends
CPOAX vs. AQEIX - Dividend Comparison
CPOAX has not paid dividends to shareholders, while AQEIX's dividend yield for the trailing twelve months is around 5.82%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AQEIX LKCM Aquinas Catholic Equity Fund | 5.82% | 5.98% | 7.90% | 2.63% | 6.05% | 12.61% | 6.73% | 10.98% | 23.36% | 8.24% | 7.92% | 7.69% |
CPOAX Morgan Stanley Insight A | 0.00% | 0.00% | 0.61% | 0.00% | 51.84% | 14.94% | 9.06% | 7.29% | 9.33% | 28.73% | 9.83% | 8.92% |
Frequently Asked Questions
CPOAX and AQEIX have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CPOAX has higher volatility (8.05%) compared to AQEIX (2.93%). In terms of maximum drawdown, CPOAX dropped -84.57% vs AQEIX's -54.20%.
AQEIX currently has the higher Sharpe Ratio (0.29 vs -0.23), 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.
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