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CPOAX vs. DINDX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

CPOAX vs. DINDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Morgan Stanley Insight A (CPOAX) and Morgan Stanley Global Fixed Income Opportunities Fund (DINDX). The values are adjusted to include any dividend payments, if applicable.

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CPOAX vs. DINDX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CPOAX
Morgan Stanley Insight A
-13.73%18.91%46.35%52.72%-61.02%-6.83%115.86%33.08%11.94%48.40%
DINDX
Morgan Stanley Global Fixed Income Opportunities Fund
0.00%8.28%6.76%8.49%-7.06%0.01%5.10%9.59%-1.28%7.54%

Returns By Period


CPOAX

1D
4.70%
1M
-4.16%
YTD
-13.73%
6M
-22.63%
1Y
12.41%
3Y*
24.44%
5Y*
-3.92%
10Y*
15.06%

DINDX

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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CPOAX vs. DINDX - Expense Ratio Comparison

CPOAX has a 1.15% expense ratio, which is higher than DINDX's 0.56% expense ratio.


Return for Risk

CPOAX vs. DINDX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CPOAX
CPOAX Risk / Return Rank: 1515
Overall Rank
CPOAX Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
CPOAX Sortino Ratio Rank: 1818
Sortino Ratio Rank
CPOAX Omega Ratio Rank: 1515
Omega Ratio Rank
CPOAX Calmar Ratio Rank: 1414
Calmar Ratio Rank
CPOAX Martin Ratio Rank: 1212
Martin Ratio Rank

DINDX
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CPOAX vs. DINDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Insight A (CPOAX) and Morgan Stanley Global Fixed Income Opportunities Fund (DINDX). 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.


CPOAXDINDXDifference

Sharpe ratio

Return per unit of total volatility

0.43

Sortino ratio

Return per unit of downside risk

0.86

Omega ratio

Gain probability vs. loss probability

1.11

Calmar ratio

Return relative to maximum drawdown

0.45

Martin ratio

Return relative to average drawdown

1.15

CPOAX vs. DINDX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


CPOAXDINDXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.43

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.10

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.45

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

Correlation

The correlation between CPOAX and DINDX is 0.11, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

CPOAX vs. DINDX - Dividend Comparison

Neither CPOAX nor DINDX has paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
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%
DINDX
Morgan Stanley Global Fixed Income Opportunities Fund
3.44%4.69%5.36%4.69%5.82%3.52%2.98%3.43%3.68%3.13%6.24%4.80%

Drawdowns

CPOAX vs. DINDX - Drawdown Comparison


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Volatility

CPOAX vs. DINDX - Volatility Comparison


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Volatility by Period


CPOAXDINDXDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.10%

Volatility (6M)

Calculated over the trailing 6-month period

22.93%

Volatility (1Y)

Calculated over the trailing 1-year period

33.54%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

39.87%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.91%