CPOAX vs. TSDUX
Compare and contrast key facts about Morgan Stanley Insight A (CPOAX) and Morgan Stanley Pathway Funds Ultra-ShortTerm Fixed Income Fund (TSDUX).
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. TSDUX is managed by Morgan Stanley. It was launched on Mar 8, 2016.
Performance
CPOAX vs. TSDUX - Performance Comparison
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CPOAX vs. TSDUX - 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% | 48.40% |
TSDUX Morgan Stanley Pathway Funds Ultra-ShortTerm Fixed Income Fund | 0.56% | 3.24% | 6.04% | 5.94% | 0.41% | -0.11% | 2.06% | 2.65% | 1.64% | 1.73% |
Returns By Period
In the year-to-date period, CPOAX achieves a -17.61% return, which is significantly lower than TSDUX's 0.56% return. Over the past 10 years, CPOAX has outperformed TSDUX with an annualized return of 14.53%, while TSDUX has yielded a comparatively lower 2.61% annualized 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%
TSDUX
- 1D
- 0.00%
- 1M
- -0.10%
- YTD
- 0.56%
- 6M
- 0.87%
- 1Y
- 2.55%
- 3Y*
- 4.92%
- 5Y*
- 3.14%
- 10Y*
- 2.61%
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CPOAX vs. TSDUX - Expense Ratio Comparison
CPOAX has a 1.15% expense ratio, which is higher than TSDUX's 0.62% expense ratio.
Return for Risk
CPOAX vs. TSDUX — Risk / Return Rank
CPOAX
TSDUX
CPOAX vs. TSDUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Insight A (CPOAX) and Morgan Stanley Pathway Funds Ultra-ShortTerm Fixed Income Fund (TSDUX). 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 | TSDUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.23 | 1.99 | -1.76 |
Sortino ratioReturn per unit of downside risk | 0.58 | 2.82 | -2.25 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.79 | -0.72 |
Calmar ratioReturn relative to maximum drawdown | 0.13 | 4.43 | -4.30 |
Martin ratioReturn relative to average drawdown | 0.34 | 20.41 | -20.07 |
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 | TSDUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.23 | 1.99 | -1.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.11 | 2.95 | -3.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 2.43 | -2.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 2.42 | -2.10 |
Correlation
The correlation between CPOAX and TSDUX is -0.01. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
CPOAX vs. TSDUX - Dividend Comparison
CPOAX has not paid dividends to shareholders, while TSDUX's dividend yield for the trailing twelve months is around 2.10%.
| 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% |
TSDUX Morgan Stanley Pathway Funds Ultra-ShortTerm Fixed Income Fund | 2.10% | 3.09% | 5.03% | 1.55% | 6.36% | 0.60% | 1.65% | 2.84% | 2.66% | 2.22% | 1.87% | 0.00% |
Drawdowns
CPOAX vs. TSDUX - Drawdown Comparison
The maximum CPOAX drawdown since its inception was -84.57%, which is greater than TSDUX's maximum drawdown of -3.94%. Use the drawdown chart below to compare losses from any high point for CPOAX and TSDUX.
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Drawdown Indicators
| CPOAX | TSDUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.57% | -3.94% | -80.63% |
Max Drawdown (1Y)Largest decline over 1 year | -28.37% | -0.72% | -27.65% |
Max Drawdown (5Y)Largest decline over 5 years | -70.73% | -1.72% | -69.01% |
Max Drawdown (10Y)Largest decline over 10 years | -71.33% | -3.94% | -67.39% |
Current DrawdownCurrent decline from peak | -34.68% | -0.10% | -34.58% |
Average DrawdownAverage peak-to-trough decline | -39.31% | -0.19% | -39.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.97% | 0.16% | +10.81% |
Volatility
CPOAX vs. TSDUX - Volatility Comparison
Morgan Stanley Insight A (CPOAX) has a higher volatility of 8.76% compared to Morgan Stanley Pathway Funds Ultra-ShortTerm Fixed Income Fund (TSDUX) at 0.31%. This indicates that CPOAX's price experiences larger fluctuations and is considered to be riskier than TSDUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CPOAX | TSDUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.76% | 0.31% | +8.45% |
Volatility (6M)Calculated over the trailing 6-month period | 22.50% | 0.74% | +21.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.29% | 1.52% | +31.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.84% | 1.10% | +38.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.88% | 1.09% | +32.79% |