CPODX vs. MGGPX
Compare and contrast key facts about Morgan Stanley Insight Fund (CPODX) and Morgan Stanley Global Opportunity Portfolio Class A (MGGPX).
CPODX is managed by Morgan Stanley. It was launched on Jul 28, 1997. MGGPX is a passively managed fund by Morgan Stanley that tracks the performance of the MSCI All Country World Index. It was launched on May 24, 2010.
Performance
CPODX vs. MGGPX - Performance Comparison
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CPODX vs. MGGPX - 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% |
MGGPX Morgan Stanley Global Opportunity Portfolio Class A | -11.72% | 0.77% | 27.16% | 49.29% | -41.77% | -0.05% | 55.05% | 35.03% | -5.96% | 49.03% |
Returns By Period
In the year-to-date period, CPODX achieves a -13.67% return, which is significantly lower than MGGPX's -11.72% return. Over the past 10 years, CPODX has outperformed MGGPX with an annualized return of 15.35%, while MGGPX has yielded a comparatively lower 11.61% annualized return.
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%
MGGPX
- 1D
- 3.84%
- 1M
- -8.60%
- YTD
- -11.72%
- 6M
- -23.37%
- 1Y
- -10.07%
- 3Y*
- 11.90%
- 5Y*
- -0.55%
- 10Y*
- 11.61%
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CPODX vs. MGGPX - Expense Ratio Comparison
CPODX has a 0.83% expense ratio, which is lower than MGGPX's 1.25% expense ratio.
Return for Risk
CPODX vs. MGGPX — Risk / Return Rank
CPODX
MGGPX
CPODX vs. MGGPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Insight Fund (CPODX) and Morgan Stanley Global Opportunity Portfolio Class A (MGGPX). 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 | MGGPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | -0.39 | +0.83 |
Sortino ratioReturn per unit of downside risk | 0.87 | -0.37 | +1.24 |
Omega ratioGain probability vs. loss probability | 1.11 | 0.94 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.46 | -0.46 | +0.92 |
Martin ratioReturn relative to average drawdown | 1.18 | -1.22 | +2.40 |
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 | MGGPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | -0.39 | +0.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.09 | -0.02 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.51 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.63 | -0.30 |
Correlation
The correlation between CPODX and MGGPX is 0.82, 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. MGGPX - Dividend Comparison
Neither CPODX nor MGGPX 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% |
MGGPX Morgan Stanley Global Opportunity Portfolio Class A | 0.00% | 0.00% | 9.95% | 2.27% | 24.31% | 5.14% | 1.20% | 0.00% | 0.82% | 0.40% | 7.23% | 1.29% |
Drawdowns
CPODX vs. MGGPX - Drawdown Comparison
The maximum CPODX drawdown since its inception was -84.51%, which is greater than MGGPX's maximum drawdown of -51.83%. Use the drawdown chart below to compare losses from any high point for CPODX and MGGPX.
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Drawdown Indicators
| CPODX | MGGPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.51% | -51.83% | -32.68% |
Max Drawdown (1Y)Largest decline over 1 year | -28.28% | -28.32% | +0.04% |
Max Drawdown (5Y)Largest decline over 5 years | -70.71% | -51.14% | -19.57% |
Max Drawdown (10Y)Largest decline over 10 years | -71.26% | -51.83% | -19.43% |
Current DrawdownCurrent decline from peak | -30.82% | -25.46% | -5.36% |
Average DrawdownAverage peak-to-trough decline | -38.54% | -9.36% | -29.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.04% | 10.61% | +0.43% |
Volatility
CPODX vs. MGGPX - Volatility Comparison
Morgan Stanley Insight Fund (CPODX) has a higher volatility of 10.11% compared to Morgan Stanley Global Opportunity Portfolio Class A (MGGPX) at 8.93%. This indicates that CPODX's price experiences larger fluctuations and is considered to be riskier than MGGPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CPODX | MGGPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.11% | 8.93% | +1.18% |
Volatility (6M)Calculated over the trailing 6-month period | 22.91% | 18.84% | +4.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.55% | 25.14% | +8.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.87% | 25.97% | +13.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.91% | 22.95% | +10.96% |