CPOAX vs. MACGX

In the year-to-date period, CPOAX achieves a 6.69% return, which is significantly lower than MACGX's 10.76% return. Over the past 10 years, CPOAX has outperformed MACGX with an annualized return of 15.01%, while MACGX has yielded a comparatively lower -8.40% annualized return.

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CPOAX has a 1.15% expense ratio, which is higher than MACGX's 1.00% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Insight A (CPOAX) and Morgan Stanley Institutional Fund Trust Discovery Portfolio Class A (MACGX). 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.

The current CPOAX Sharpe Ratio is 1.77, which is comparable to the MACGX Sharpe Ratio of 1.76. The chart below compares the historical Sharpe Ratios of CPOAX and MACGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CPOAX's dividend yield for the trailing twelve months is around 0.57%, while MACGX has not paid dividends to shareholders.

The maximum CPOAX drawdown since its inception was -84.57%, roughly equal to the maximum MACGX drawdown of -85.92%. Use the drawdown chart below to compare losses from any high point for CPOAX and MACGX. For additional features, visit the drawdowns tool.

Morgan Stanley Insight A (CPOAX) has a higher volatility of 9.75% compared to Morgan Stanley Institutional Fund Trust Discovery Portfolio Class A (MACGX) at 8.76%. This indicates that CPOAX's price experiences larger fluctuations and is considered to be riskier than MACGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.