CPOAX vs. PIMIX

In the year-to-date period, CPOAX achieves a 6.69% return, which is significantly higher than PIMIX's 2.57% return. Over the past 10 years, CPOAX has underperformed PIMIX with an annualized return of 1.94%, while PIMIX has yielded a comparatively higher 4.28% annualized return.

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CPOAX has a 1.15% expense ratio, which is higher than PIMIX's 0.62% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Insight A (CPOAX) and PIMCO Income Fund Institutional Class (PIMIX). 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 1.72, which is comparable to the PIMIX Sharpe Ratio of 1.60. The chart below compares the historical Sharpe Ratios of CPOAX and PIMIX, 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%, less than PIMIX's 6.24% yield.

The maximum CPOAX drawdown since its inception was -84.57%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for CPOAX and PIMIX. For additional features, visit the drawdowns tool.

Morgan Stanley Insight A (CPOAX) has a higher volatility of 9.62% compared to PIMCO Income Fund Institutional Class (PIMIX) at 1.40%. This indicates that CPOAX's price experiences larger fluctuations and is considered to be riskier than PIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.