CPODX vs. JPEF

In the year-to-date period, CPODX achieves a 51.17% return, which is significantly higher than JPEF's 29.78% return.

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CPODX has a 0.83% expense ratio, which is higher than JPEF's 0.50% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Insight Fund (CPODX) and JPMorgan Equity Focus ETF (JPEF). 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 CPODX Sharpe Ratio is 1.83, which is comparable to the JPEF Sharpe Ratio of 2.30. The chart below compares the historical Sharpe Ratios of CPODX and JPEF, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CPODX has not paid dividends to shareholders, while JPEF's dividend yield for the trailing twelve months is around 0.13%.

The maximum CPODX drawdown since its inception was -84.51%, which is greater than JPEF's maximum drawdown of -9.38%. Use the drawdown chart below to compare losses from any high point for CPODX and JPEF. For additional features, visit the drawdowns tool.

Morgan Stanley Insight Fund (CPODX) has a higher volatility of 9.67% compared to JPMorgan Equity Focus ETF (JPEF) at 4.16%. This indicates that CPODX's price experiences larger fluctuations and is considered to be riskier than JPEF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.