CPOAX vs. EFCNX
Compare and contrast key facts about Morgan Stanley Insight A (CPOAX) and Emerald Insights Fund (EFCNX).
CPOAX is a passively managed fund by Morgan Stanley that tracks the performance of the Russell 3000 Growth Index. It was launched on Jan 29, 2002. EFCNX is managed by Emerald. It was launched on Aug 1, 2014.
Performance
CPOAX vs. EFCNX - Performance Comparison
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CPOAX vs. EFCNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CPOAX Morgan Stanley Insight A | -13.40% | 18.91% | 46.35% | 52.72% | -61.02% | -6.83% | 115.86% | 33.08% | 11.94% | 48.40% |
EFCNX Emerald Insights Fund | 0.00% | 28.71% | 25.88% | 40.82% | -31.09% | 22.95% | 49.60% | 36.32% | -9.88% | 22.52% |
Returns By Period
Over the past 10 years, CPOAX has underperformed EFCNX with an annualized return of 15.09%, while EFCNX has yielded a comparatively higher 16.82% annualized return.
CPOAX
- 1D
- 0.43%
- 1M
- -5.27%
- YTD
- -13.40%
- 6M
- -23.40%
- 1Y
- 19.38%
- 3Y*
- 24.74%
- 5Y*
- -3.85%
- 10Y*
- 15.09%
EFCNX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- 0.00%
- 1Y
- 53.73%
- 3Y*
- 25.41%
- 5Y*
- 11.21%
- 10Y*
- 16.82%
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CPOAX vs. EFCNX - Expense Ratio Comparison
CPOAX has a 1.15% expense ratio, which is lower than EFCNX's 1.40% expense ratio.
Return for Risk
CPOAX vs. EFCNX — Risk / Return Rank
CPOAX
EFCNX
CPOAX vs. EFCNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Insight A (CPOAX) and Emerald Insights Fund (EFCNX). 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.
| CPOAX | EFCNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.30 | 2.28 | -1.98 |
Sortino ratioReturn per unit of downside risk | 0.67 | 3.23 | -2.56 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.80 | -0.72 |
Calmar ratioReturn relative to maximum drawdown | 0.45 | 0.87 | -0.41 |
Martin ratioReturn relative to average drawdown | 1.14 | 3.17 | -2.03 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CPOAX | EFCNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | 2.28 | -1.98 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.10 | 0.50 | -0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.75 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.63 | -0.31 |
Correlation
The correlation between CPOAX and EFCNX is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CPOAX vs. EFCNX - Dividend Comparison
CPOAX has not paid dividends to shareholders, while EFCNX's dividend yield for the trailing twelve months is around 8.50%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
EFCNX Emerald Insights Fund | 8.50% | 8.50% | 1.27% | 0.00% | 5.41% | 15.80% | 9.41% | 0.04% | 27.51% | 0.00% | 0.00% | 0.00% |
Drawdowns
CPOAX vs. EFCNX - Drawdown Comparison
The maximum CPOAX drawdown since its inception was -84.57%, which is greater than EFCNX's maximum drawdown of -38.34%. Use the drawdown chart below to compare losses from any high point for CPOAX and EFCNX.
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Drawdown Indicators
| CPOAX | EFCNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.57% | -38.34% | -46.23% |
Max Drawdown (1Y)Largest decline over 1 year | -28.37% | -7.06% | -21.31% |
Max Drawdown (5Y)Largest decline over 5 years | -70.73% | -38.34% | -32.39% |
Max Drawdown (10Y)Largest decline over 10 years | -71.33% | -38.34% | -32.99% |
Current DrawdownCurrent decline from peak | -31.35% | 0.00% | -31.35% |
Average DrawdownAverage peak-to-trough decline | -39.31% | -8.74% | -30.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.31% | 7.12% | +4.19% |
Volatility
CPOAX vs. EFCNX - Volatility Comparison
Morgan Stanley Insight A (CPOAX) has a higher volatility of 9.23% compared to Emerald Insights Fund (EFCNX) at 0.00%. This indicates that CPOAX's price experiences larger fluctuations and is considered to be riskier than EFCNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CPOAX | EFCNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.23% | 0.00% | +9.23% |
Volatility (6M)Calculated over the trailing 6-month period | 22.90% | 4.57% | +18.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.46% | 22.11% | +11.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.84% | 23.11% | +16.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.90% | 22.84% | +11.06% |