CPODX vs. CPOAX
Compare and contrast key facts about Morgan Stanley Insight Fund (CPODX) and Morgan Stanley Insight A (CPOAX).
CPODX is managed by Morgan Stanley. It was launched on Jul 28, 1997. 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.
Performance
CPODX vs. CPOAX - Performance Comparison
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CPODX vs. CPOAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CPODX Morgan Stanley Insight Fund | -13.67% | 19.23% | 46.73% | 53.03% | -60.99% | -6.54% | 116.44% | 33.45% | 12.29% | 48.76% |
CPOAX Morgan Stanley Insight A | -13.73% | 18.91% | 46.35% | 52.72% | -61.02% | -6.83% | 115.86% | 33.08% | 11.94% | 48.40% |
Returns By Period
The year-to-date returns for both stocks are quite close, with CPODX having a -13.67% return and CPOAX slightly lower at -13.73%. Both investments have delivered pretty close results over the past 10 years, with CPODX having a 15.35% annualized return and CPOAX not far behind at 15.06%.
CPODX
- 1D
- 4.72%
- 1M
- -4.15%
- YTD
- -13.67%
- 6M
- -22.53%
- 1Y
- 12.75%
- 3Y*
- 24.77%
- 5Y*
- -3.71%
- 10Y*
- 15.35%
CPOAX
- 1D
- 4.70%
- 1M
- -4.16%
- YTD
- -13.73%
- 6M
- -22.63%
- 1Y
- 12.41%
- 3Y*
- 24.44%
- 5Y*
- -3.92%
- 10Y*
- 15.06%
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CPODX vs. CPOAX - Expense Ratio Comparison
CPODX has a 0.83% expense ratio, which is lower than CPOAX's 1.15% expense ratio.
Return for Risk
CPODX vs. CPOAX — Risk / Return Rank
CPODX
CPOAX
CPODX vs. CPOAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Insight Fund (CPODX) and Morgan Stanley Insight A (CPOAX). 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.
| CPODX | CPOAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 0.43 | +0.01 |
Sortino ratioReturn per unit of downside risk | 0.87 | 0.86 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.11 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.46 | 0.45 | +0.01 |
Martin ratioReturn relative to average drawdown | 1.18 | 1.15 | +0.03 |
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
| CPODX | CPOAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 0.43 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.09 | -0.10 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.45 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.33 | +0.01 |
Correlation
The correlation between CPODX and CPOAX is 1.00, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CPODX vs. CPOAX - Dividend Comparison
Neither CPODX nor CPOAX has paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
CPODX vs. CPOAX - Drawdown Comparison
The maximum CPODX drawdown since its inception was -84.51%, roughly equal to the maximum CPOAX drawdown of -84.57%. Use the drawdown chart below to compare losses from any high point for CPODX and CPOAX.
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Drawdown Indicators
| CPODX | CPOAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.51% | -84.57% | +0.06% |
Max Drawdown (1Y)Largest decline over 1 year | -28.28% | -28.37% | +0.09% |
Max Drawdown (5Y)Largest decline over 5 years | -70.71% | -70.73% | +0.02% |
Max Drawdown (10Y)Largest decline over 10 years | -71.26% | -71.33% | +0.07% |
Current DrawdownCurrent decline from peak | -30.82% | -31.61% | +0.79% |
Average DrawdownAverage peak-to-trough decline | -38.54% | -39.31% | +0.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.04% | 11.09% | -0.05% |
Volatility
CPODX vs. CPOAX - Volatility Comparison
Morgan Stanley Insight Fund (CPODX) and Morgan Stanley Insight A (CPOAX) have volatilities of 10.11% and 10.10%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CPODX | CPOAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.11% | 10.10% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 22.91% | 22.93% | -0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.55% | 33.54% | +0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.87% | 39.87% | 0.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.91% | 33.91% | 0.00% |