CPOAX vs. MEMEX
Compare and contrast key facts about Morgan Stanley Insight A (CPOAX) and Morgan Stanley Emerging Markets Equity Portfolio (MEMEX).
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. MEMEX is managed by Morgan Stanley. It was launched on Apr 30, 2017.
Performance
CPOAX vs. MEMEX - Performance Comparison
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CPOAX vs. MEMEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CPOAX Morgan Stanley Insight A | -17.61% | 18.91% | 46.35% | 52.72% | -61.02% | -6.83% | 115.86% | 33.08% | 11.94% | 34.21% |
MEMEX Morgan Stanley Emerging Markets Equity Portfolio | -0.28% | 32.98% | 7.82% | 11.90% | -25.14% | 2.99% | 14.40% | 19.61% | -17.46% | 26.45% |
Returns By Period
In the year-to-date period, CPOAX achieves a -17.61% return, which is significantly lower than MEMEX's -0.28% return.
CPOAX
- 1D
- -0.76%
- 1M
- -9.15%
- YTD
- -17.61%
- 6M
- -25.78%
- 1Y
- 9.30%
- 3Y*
- 22.55%
- 5Y*
- -4.38%
- 10Y*
- 14.53%
MEMEX
- 1D
- -1.30%
- 1M
- -14.33%
- YTD
- -0.28%
- 6M
- 6.89%
- 1Y
- 30.98%
- 3Y*
- 15.93%
- 5Y*
- 3.84%
- 10Y*
- —
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CPOAX vs. MEMEX - Expense Ratio Comparison
CPOAX has a 1.15% expense ratio, which is lower than MEMEX's 1.25% expense ratio.
Return for Risk
CPOAX vs. MEMEX — Risk / Return Rank
CPOAX
MEMEX
CPOAX vs. MEMEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Insight A (CPOAX) and Morgan Stanley Emerging Markets Equity Portfolio (MEMEX). 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 | MEMEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.23 | 1.66 | -1.43 |
Sortino ratioReturn per unit of downside risk | 0.58 | 2.18 | -1.60 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.32 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | 0.13 | 1.86 | -1.73 |
Martin ratioReturn relative to average drawdown | 0.34 | 8.39 | -8.06 |
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 | MEMEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.23 | 1.66 | -1.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.11 | 0.22 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.36 | -0.04 |
Correlation
The correlation between CPOAX and MEMEX is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
CPOAX vs. MEMEX - Dividend Comparison
CPOAX has not paid dividends to shareholders, while MEMEX's dividend yield for the trailing twelve months is around 3.36%.
| 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% |
MEMEX Morgan Stanley Emerging Markets Equity Portfolio | 3.36% | 3.35% | 1.38% | 3.26% | 13.18% | 0.86% | 2.57% | 7.81% | 0.52% | 0.00% | 0.00% | 0.00% |
Drawdowns
CPOAX vs. MEMEX - Drawdown Comparison
The maximum CPOAX drawdown since its inception was -84.57%, which is greater than MEMEX's maximum drawdown of -39.90%. Use the drawdown chart below to compare losses from any high point for CPOAX and MEMEX.
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Drawdown Indicators
| CPOAX | MEMEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.57% | -39.90% | -44.67% |
Max Drawdown (1Y)Largest decline over 1 year | -28.37% | -14.99% | -13.38% |
Max Drawdown (5Y)Largest decline over 5 years | -70.73% | -37.30% | -33.43% |
Max Drawdown (10Y)Largest decline over 10 years | -71.33% | — | — |
Current DrawdownCurrent decline from peak | -34.68% | -14.99% | -19.69% |
Average DrawdownAverage peak-to-trough decline | -39.31% | -15.29% | -24.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.97% | 3.33% | +7.64% |
Volatility
CPOAX vs. MEMEX - Volatility Comparison
The current volatility for Morgan Stanley Insight A (CPOAX) is 8.76%, while Morgan Stanley Emerging Markets Equity Portfolio (MEMEX) has a volatility of 9.66%. This indicates that CPOAX experiences smaller price fluctuations and is considered to be less risky than MEMEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CPOAX | MEMEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.76% | 9.66% | -0.90% |
Volatility (6M)Calculated over the trailing 6-month period | 22.50% | 14.28% | +8.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.29% | 18.54% | +14.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.84% | 17.24% | +22.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.88% | 18.03% | +15.85% |