CPODX vs. VGT

In the year-to-date period, CPODX achieves a 52.27% return, which is significantly higher than VGT's 31.34% return. Over the past 10 years, CPODX has underperformed VGT with an annualized return of 3.89%, while VGT has yielded a comparatively higher 20.77% annualized return.

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CPODX has a 0.83% expense ratio, which is higher than VGT's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Insight Fund (CPODX) and Vanguard Information Technology ETF (VGT). 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 1.99, which is comparable to the VGT Sharpe Ratio of 1.55. The chart below compares the historical Sharpe Ratios of CPODX and VGT, 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 VGT's dividend yield for the trailing twelve months is around 0.59%.

The maximum CPODX drawdown since its inception was -84.51%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for CPODX and VGT. For additional features, visit the drawdowns tool.

Morgan Stanley Insight Fund (CPODX) has a higher volatility of 9.92% compared to Vanguard Information Technology ETF (VGT) at 5.62%. This indicates that CPODX's price experiences larger fluctuations and is considered to be riskier than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.