CPODX vs. MACGX
Compare and contrast key facts about Morgan Stanley Insight Fund (CPODX) and Morgan Stanley Institutional Fund Trust Discovery Portfolio Class A (MACGX).
CPODX is managed by Morgan Stanley. It was launched on Jul 28, 1997. MACGX is managed by Morgan Stanley. It was launched on Mar 30, 1990.
Performance
CPODX vs. MACGX - Performance Comparison
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CPODX vs. MACGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CPODX Morgan Stanley Insight Fund | -17.56% | 19.23% | 46.73% | 53.03% | -60.99% | -6.54% | 116.44% | 33.45% | 12.29% | 48.76% |
MACGX Morgan Stanley Institutional Fund Trust Discovery Portfolio Class A | -11.39% | 13.71% | 42.06% | 46.30% | -63.51% | -12.84% | 142.01% | 39.41% | 11.85% | 38.99% |
Returns By Period
In the year-to-date period, CPODX achieves a -17.56% return, which is significantly lower than MACGX's -11.39% return. Over the past 10 years, CPODX has outperformed MACGX with an annualized return of 14.82%, while MACGX has yielded a comparatively lower 12.76% annualized return.
CPODX
- 1D
- -0.78%
- 1M
- -9.16%
- YTD
- -17.56%
- 6M
- -25.69%
- 1Y
- 9.60%
- 3Y*
- 22.87%
- 5Y*
- -4.16%
- 10Y*
- 14.82%
MACGX
- 1D
- 4.70%
- 1M
- -4.98%
- YTD
- -11.39%
- 6M
- -20.28%
- 1Y
- 6.83%
- 3Y*
- 21.48%
- 5Y*
- -7.74%
- 10Y*
- 12.76%
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CPODX vs. MACGX - Expense Ratio Comparison
CPODX has a 0.83% expense ratio, which is lower than MACGX's 1.00% expense ratio.
Return for Risk
CPODX vs. MACGX — Risk / Return Rank
CPODX
MACGX
CPODX vs. MACGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Insight Fund (CPODX) and Morgan Stanley Institutional Fund Trust Discovery Portfolio Class A (MACGX). 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 | MACGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.24 | 0.27 | -0.03 |
Sortino ratioReturn per unit of downside risk | 0.59 | 0.62 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.08 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.14 | 0.29 | -0.15 |
Martin ratioReturn relative to average drawdown | 0.36 | 0.73 | -0.36 |
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 | MACGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.24 | 0.27 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.11 | -0.16 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.33 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.31 | +0.02 |
Correlation
The correlation between CPODX and MACGX is 0.94, 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. MACGX - Dividend Comparison
Neither CPODX nor MACGX 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% |
MACGX Morgan Stanley Institutional Fund Trust Discovery Portfolio Class A | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 52.53% | 9.95% | 15.34% | 29.46% | 48.48% | 75.72% | 14.05% |
Drawdowns
CPODX vs. MACGX - Drawdown Comparison
The maximum CPODX drawdown since its inception was -84.51%, which is greater than MACGX's maximum drawdown of -77.61%. Use the drawdown chart below to compare losses from any high point for CPODX and MACGX.
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Drawdown Indicators
| CPODX | MACGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.51% | -77.61% | -6.90% |
Max Drawdown (1Y)Largest decline over 1 year | -28.28% | -27.55% | -0.73% |
Max Drawdown (5Y)Largest decline over 5 years | -70.71% | -77.61% | +6.90% |
Max Drawdown (10Y)Largest decline over 10 years | -71.26% | -77.61% | +6.35% |
Current DrawdownCurrent decline from peak | -33.94% | -50.74% | +16.80% |
Average DrawdownAverage peak-to-trough decline | -38.55% | -25.53% | -13.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.93% | 10.93% | 0.00% |
Volatility
CPODX vs. MACGX - Volatility Comparison
The current volatility for Morgan Stanley Insight Fund (CPODX) is 8.76%, while Morgan Stanley Institutional Fund Trust Discovery Portfolio Class A (MACGX) has a volatility of 9.52%. This indicates that CPODX experiences smaller price fluctuations and is considered to be less risky than MACGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CPODX | MACGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.76% | 9.52% | -0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 22.48% | 22.32% | +0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.29% | 32.22% | +1.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.84% | 48.42% | -8.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.88% | 39.21% | -5.33% |