CPODX vs. VITAX
CPODX (Morgan Stanley Insight Fund) and VITAX (Vanguard Information Technology Index Fund Admiral Shares) are both mutual funds - CPODX is a Large Cap Growth Equities fund managed by Morgan Stanley, while VITAX is a Technology Equities fund tracking the MSCI US Investable Market Information Technology 25/50 Index. Over the past 10 years, CPODX returned 15.56%/yr vs 23.98%/yr for VITAX. Their 0.80 correlation means they have sometimes moved together and sometimes differently. CPODX charges 0.83%/yr vs 0.09%/yr for VITAX.
Performance
CPODX vs. VITAX - Performance Comparison
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Returns By Period
In the year-to-date period, CPODX achieves a -5.40% return, which is significantly lower than VITAX's 20.86% return. Over the past 10 years, CPODX has underperformed VITAX with an annualized return of 15.56%, while VITAX has yielded a comparatively higher 23.98% annualized return.
CPODX
- 1D
- 2.33%
- 1M
- -6.80%
- 6M
- 2.39%
- YTD
- -5.40%
- 1Y
- -1.30%
- 3Y*
- 19.92%
- 5Y*
- -3.35%
- 10Y*
- 15.56%
- ALL TIME*
- 10.81%
VITAX
- 1D
- 5.05%
- 1M
- -1.00%
- 6M
- 21.80%
- YTD
- 20.86%
- 1Y
- 35.33%
- 3Y*
- 26.67%
- 5Y*
- 17.91%
- 10Y*
- 23.98%
- ALL TIME*
- 14.80%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
CPODX vs. VITAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CPODX Morgan Stanley Insight Fund | -5.40% | 19.23% | 46.73% | 53.03% | -60.99% | -6.54% | 116.44% | 33.45% | 12.29% | 48.76% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 20.86% | 21.78% | 29.26% | 52.69% | -29.67% | 30.36% | 45.93% | 48.72% | 2.51% | 37.07% |
Correlation
The correlation between CPODX and VITAX is 0.70, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.70 |
Correlation (3Y) Balances recent behavior with more history. | 0.71 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.75 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.76 |
Correlation (All Time) Calculated using the full available price history since Feb 2, 2004 | 0.80 |
The correlation between CPODX and VITAX has been stable across timeframes, ranging from 0.70 to 0.80 - a consistent structural relationship.
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Return for Risk
CPODX vs. VITAX — Risk / Return Rank
CPODX
VITAX
CPODX vs. VITAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Insight Fund (CPODX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CPODX | VITAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.41 | ||
| Sortino ratioReturn per unit of downside risk | -1.76 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.22 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | -0.13 | 1.93 | -2.05 |
| Martin ratioReturn relative to average drawdown | -0.25 | 5.21 | -5.46 |
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Drawdowns
CPODX vs. VITAX - Drawdown Comparison
The maximum CPODX drawdown since its inception was -84.51%, which is greater than VITAX's maximum drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for CPODX and VITAX.
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Drawdown Indicators
| CPODX | VITAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.51% | -54.81% | -29.70% |
Max Drawdown (1Y)Largest decline over 1 year | -28.28% | -16.38% | -11.90% |
Max Drawdown (3Y)Largest decline over 3 years | -31.37% | -27.38% | -3.99% |
Max Drawdown (5Y)Largest decline over 5 years | -70.71% | -35.10% | -35.61% |
Max Drawdown (10Y)Largest decline over 10 years | -71.26% | -35.10% | -36.16% |
Current DrawdownCurrent decline from peak | -24.20% | -9.58% | -14.62% |
Average DrawdownAverage peak-to-trough decline | -38.36% | -8.01% | -30.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.33% | 6.05% | +8.28% |
Volatility
CPODX vs. VITAX - Volatility Comparison
The current volatility for Morgan Stanley Insight Fund (CPODX) is 7.99%, while Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a volatility of 8.62%. This indicates that CPODX experiences smaller price fluctuations and is considered to be less risky than VITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CPODX | VITAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.99% | 8.62% | -0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 23.61% | 20.26% | +3.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.50% | 24.34% | +6.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.98% | 26.04% | +13.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.26% | 25.12% | +9.14% |
CPODX vs. VITAX - Expense Ratio Comparison
CPODX has a 0.83% expense ratio, which is higher than VITAX's 0.09% expense ratio.
Dividends
CPODX vs. VITAX - Dividend Comparison
CPODX has not paid dividends to shareholders, while VITAX's dividend yield for the trailing twelve months is around 0.38%.
| Position | 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% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.38% | 0.40% | 0.60% | 0.65% | 0.91% | 0.63% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% |
Frequently Asked Questions
CPODX and VITAX have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VITAX has higher volatility (8.62%) compared to CPODX (7.99%). In terms of maximum drawdown, CPODX dropped -84.51% vs VITAX's -54.81%.
VITAX currently has the higher Sharpe Ratio (1.30 vs -0.12), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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