CPODX vs. CHAIX
CPODX (Morgan Stanley Insight Fund) and CHAIX (Chase Growth Fund Institutional Class) are both Large Cap Growth Equities funds. Over the past 10 years, CPODX returned 15.41%/yr vs 17.51%/yr for CHAIX. Their 0.77 correlation means they have sometimes moved together and sometimes differently. CPODX charges 0.83%/yr vs 1.00%/yr for CHAIX.
Performance
CPODX vs. CHAIX - 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 CHAIX's 22.03% return. Over the past 10 years, CPODX has underperformed CHAIX with an annualized return of 15.41%, while CHAIX has yielded a comparatively higher 17.51% annualized 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%
CHAIX
- 1D
- -0.33%
- 1M
- -1.06%
- 6M
- 17.29%
- YTD
- 22.03%
- 1Y
- 36.99%
- 3Y*
- 30.14%
- 5Y*
- 16.71%
- 10Y*
- 17.51%
- ALL TIME*
- 11.71%
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. CHAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CPODX Morgan Stanley Insight Fund | -7.64% | 19.23% | 46.73% | 53.03% | -60.99% | -6.54% | 116.44% | 33.45% | 12.29% | 48.76% |
CHAIX Chase Growth Fund Institutional Class | 22.03% | 20.67% | 38.77% | 26.00% | -20.32% | 22.36% | 18.41% | 41.69% | -3.87% | 24.73% |
Correlation
The correlation between CPODX and CHAIX is 0.65, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.65 |
Correlation (3Y) Balances recent behavior with more history. | 0.70 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.68 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.70 |
Correlation (All Time) Calculated using the full available price history since Jan 29, 2007 | 0.77 |
The correlation between CPODX and CHAIX shifts across timeframes, from 0.65 (1 year) to 0.77 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
CPODX vs. CHAIX — Risk / Return Rank
CPODX
CHAIX
CPODX vs. CHAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Insight Fund (CPODX) and Chase Growth Fund Institutional Class (CHAIX). 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 | CHAIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.04 | ||
| Sortino ratioReturn per unit of downside risk | -2.60 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.31 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | -0.24 | 3.55 | -3.79 |
| Martin ratioReturn relative to average drawdown | -0.47 | 13.86 | -14.34 |
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Drawdowns
CPODX vs. CHAIX - Drawdown Comparison
The maximum CPODX drawdown since its inception was -84.51%, which is greater than CHAIX's maximum drawdown of -50.61%. Use the drawdown chart below to compare losses from any high point for CPODX and CHAIX.
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Drawdown Indicators
| CPODX | CHAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.51% | -50.61% | -33.90% |
Max Drawdown (1Y)Largest decline over 1 year | -28.28% | -9.86% | -18.42% |
Max Drawdown (3Y)Largest decline over 3 years | -31.37% | -23.40% | -7.97% |
Max Drawdown (5Y)Largest decline over 5 years | -70.71% | -24.58% | -46.13% |
Max Drawdown (10Y)Largest decline over 10 years | -71.26% | -30.36% | -40.90% |
Current DrawdownCurrent decline from peak | -25.99% | -4.07% | -21.92% |
Average DrawdownAverage peak-to-trough decline | -38.36% | -10.33% | -28.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.39% | 2.52% | +11.87% |
Volatility
CPODX vs. CHAIX - Volatility Comparison
Morgan Stanley Insight Fund (CPODX) has a higher volatility of 8.04% compared to Chase Growth Fund Institutional Class (CHAIX) at 6.30%. This indicates that CPODX's price experiences larger fluctuations and is considered to be riskier than CHAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CPODX | CHAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.04% | 6.30% | +1.74% |
Volatility (6M)Calculated over the trailing 6-month period | 23.68% | 15.33% | +8.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.59% | 19.28% | +11.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.98% | 18.88% | +21.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.27% | 19.18% | +15.09% |
CPODX vs. CHAIX - Expense Ratio Comparison
CPODX has a 0.83% expense ratio, which is lower than CHAIX's 1.00% expense ratio.
Dividends
CPODX vs. CHAIX - Dividend Comparison
CPODX has not paid dividends to shareholders, while CHAIX's dividend yield for the trailing twelve months is around 6.72%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHAIX Chase Growth Fund Institutional Class | 6.72% | 8.20% | 18.32% | 5.36% | 5.09% | 18.78% | 7.39% | 21.65% | 12.33% | 11.44% | 8.83% | 9.93% |
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 CHAIX have a correlation of 0.65, 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 CHAIX (6.30%). In terms of maximum drawdown, CPODX dropped -84.51% vs CHAIX's -50.61%.
CHAIX currently has the higher Sharpe Ratio (1.82 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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