CPODX vs. BBLIX
CPODX (Morgan Stanley Insight Fund) and BBLIX (BBH Select Series - Large Cap Fund) are both Large Cap Growth Equities funds. Over the past 5 years, CPODX returned -3.81%/yr vs 7.28%/yr for BBLIX. Their 0.57 correlation means they have sometimes moved together and sometimes differently. CPODX charges 0.83%/yr vs 0.70%/yr for BBLIX.
Performance
CPODX vs. BBLIX - Performance Comparison
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Returns By Period
In the year-to-date period, CPODX achieves a -7.64% return, which is significantly lower than BBLIX's 1.58% return.
CPODX
- 1D
- -2.37%
- 1M
- -9.01%
- 6M
- -0.06%
- YTD
- -7.64%
- 1Y
- -3.64%
- 3Y*
- 19.53%
- 5Y*
- -3.81%
- 10Y*
- 15.41%
- ALL TIME*
- 10.72%
BBLIX
- 1D
- 0.00%
- 1M
- 0.00%
- 6M
- 1.58%
- YTD
- 1.58%
- 1Y
- 5.32%
- 3Y*
- 11.76%
- 5Y*
- 7.28%
- 10Y*
- —
- ALL TIME*
- 9.95%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
CPODX vs. BBLIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
CPODX Morgan Stanley Insight Fund | -7.64% | 19.23% | 46.73% | 53.03% | -60.99% | -6.54% | 116.44% | 3.67% |
BBLIX BBH Select Series - Large Cap Fund | 1.58% | 12.07% | 15.83% | 23.86% | -20.59% | 27.23% | 12.30% | 3.63% |
Correlation
The correlation between CPODX and BBLIX is 0.33, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.33 |
Correlation (3Y) Balances recent behavior with more history. | 0.52 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.62 |
Correlation (All Time) Calculated using the full available price history since Sep 12, 2019 | 0.57 |
Over the past year, the correlation between CPODX and BBLIX has dropped to 0.33 - well below their long-term average of 0.57, suggesting their price drivers have been diverging.
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Return for Risk
CPODX vs. BBLIX — Risk / Return Rank
CPODX
BBLIX
CPODX vs. BBLIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Insight Fund (CPODX) and BBH Select Series - Large Cap Fund (BBLIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CPODX | BBLIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.97 | ||
| Sortino ratioReturn per unit of downside risk | -1.19 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.21 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | -0.24 | 1.38 | -1.62 |
| Martin ratioReturn relative to average drawdown | -0.47 | 2.50 | -2.97 |
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Drawdowns
CPODX vs. BBLIX - Drawdown Comparison
The maximum CPODX drawdown since its inception was -84.51%, which is greater than BBLIX's maximum drawdown of -33.49%. Use the drawdown chart below to compare losses from any high point for CPODX and BBLIX.
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Drawdown Indicators
| CPODX | BBLIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.51% | -33.49% | -51.02% |
Max Drawdown (1Y)Largest decline over 1 year | -28.28% | -3.63% | -24.65% |
Max Drawdown (3Y)Largest decline over 3 years | -31.37% | -14.68% | -16.69% |
Max Drawdown (5Y)Largest decline over 5 years | -70.71% | -28.06% | -42.65% |
Max Drawdown (10Y)Largest decline over 10 years | -71.26% | — | — |
Current DrawdownCurrent decline from peak | -25.99% | -1.80% | -24.19% |
Average DrawdownAverage peak-to-trough decline | -38.36% | -6.24% | -32.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.39% | 1.85% | +12.54% |
Volatility
CPODX vs. BBLIX - Volatility Comparison
Morgan Stanley Insight Fund (CPODX) has a higher volatility of 8.04% compared to BBH Select Series - Large Cap Fund (BBLIX) at 0.00%. This indicates that CPODX's price experiences larger fluctuations and is considered to be riskier than BBLIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CPODX | BBLIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.04% | 0.00% | +8.04% |
Volatility (6M)Calculated over the trailing 6-month period | 23.68% | 1.93% | +21.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.59% | 6.77% | +23.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.98% | 15.83% | +24.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.27% | 18.32% | +15.95% |
CPODX vs. BBLIX - Expense Ratio Comparison
CPODX has a 0.83% expense ratio, which is higher than BBLIX's 0.70% expense ratio.
Dividends
CPODX vs. BBLIX - Dividend Comparison
CPODX has not paid dividends to shareholders, while BBLIX's dividend yield for the trailing twelve months is around 9.39%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBLIX BBH Select Series - Large Cap Fund | 9.39% | 9.54% | 4.20% | 0.28% | 1.45% | 3.27% | 0.34% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% |
CPODX Morgan Stanley Insight Fund | 0.00% | 0.00% | 0.64% | 0.00% | 41.78% | 12.90% | 7.97% | 6.49% | 8.40% | 26.14% | 9.16% | 8.38% |
Frequently Asked Questions
CPODX and BBLIX have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CPODX has higher volatility (8.04%) compared to BBLIX (0.00%). In terms of maximum drawdown, CPODX dropped -84.51% vs BBLIX's -33.49%.
BBLIX currently has the higher Sharpe Ratio (0.75 vs -0.22), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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