CPODX vs. QQQ

In the year-to-date period, CPODX achieves a 0.46% return, which is significantly higher than QQQ's -4.34% return. Over the past 10 years, CPODX has underperformed QQQ with an annualized return of 3.09%, while QQQ has yielded a comparatively higher 17.21% annualized return.

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CPODX has a 0.83% expense ratio, which is higher than QQQ's 0.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Insight Fund (CPODX) and Invesco QQQ (QQQ). 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 1.51, which is higher than the QQQ Sharpe Ratio of 0.47. The chart below compares the historical Sharpe Ratios of CPODX and QQQ, 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's dividend yield for the trailing twelve months is around 0.63%, more than QQQ's 0.61% yield.

The maximum CPODX drawdown since its inception was -84.51%, roughly equal to the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for CPODX and QQQ. For additional features, visit the drawdowns tool.

Morgan Stanley Insight Fund (CPODX) has a higher volatility of 15.91% compared to Invesco QQQ (QQQ) at 13.83%. This indicates that CPODX's price experiences larger fluctuations and is considered to be riskier than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.