IIF vs. CPODX
Compare and contrast key facts about Morgan Stanley India Investment Fund (IIF) and Morgan Stanley Insight Fund (CPODX).
IIF is managed by Morgan Stanley. It was launched on Feb 25, 1994. CPODX is managed by Morgan Stanley. It was launched on Jul 28, 1997.
Performance
IIF vs. CPODX - Performance Comparison
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IIF vs. CPODX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IIF Morgan Stanley India Investment Fund | -17.61% | 6.71% | 29.65% | 21.43% | -9.55% | 30.87% | 6.66% | -0.66% | -21.25% | 49.89% |
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% |
Returns By Period
The year-to-date returns for both investments are quite close, with IIF having a -17.61% return and CPODX slightly higher at -17.56%. Over the past 10 years, IIF has underperformed CPODX with an annualized return of 8.11%, while CPODX has yielded a comparatively higher 14.82% annualized return.
IIF
- 1D
- 3.11%
- 1M
- -13.71%
- YTD
- -17.61%
- 6M
- -15.69%
- 1Y
- -8.91%
- 3Y*
- 13.02%
- 5Y*
- 8.09%
- 10Y*
- 8.11%
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%
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IIF vs. CPODX - Expense Ratio Comparison
IIF has a 0.01% expense ratio, which is lower than CPODX's 0.83% expense ratio.
Return for Risk
IIF vs. CPODX — Risk / Return Rank
IIF
CPODX
IIF vs. CPODX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley India Investment Fund (IIF) and Morgan Stanley Insight Fund (CPODX). 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.
| IIF | CPODX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.54 | 0.24 | -0.78 |
Sortino ratioReturn per unit of downside risk | -0.68 | 0.59 | -1.26 |
Omega ratioGain probability vs. loss probability | 0.92 | 1.07 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | -0.38 | 0.14 | -0.52 |
Martin ratioReturn relative to average drawdown | -1.27 | 0.36 | -1.63 |
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
| IIF | CPODX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.54 | 0.24 | -0.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | -0.11 | +0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.44 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.33 | +0.05 |
Correlation
The correlation between IIF and CPODX is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
IIF vs. CPODX - Dividend Comparison
IIF's dividend yield for the trailing twelve months is around 9.65%, while CPODX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IIF Morgan Stanley India Investment Fund | 9.65% | 7.95% | 10.67% | 14.61% | 19.62% | 3.75% | 0.02% | 0.14% | 30.40% | 15.23% | 4.46% | 0.16% |
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% |
Drawdowns
IIF vs. CPODX - Drawdown Comparison
The maximum IIF drawdown since its inception was -62.11%, smaller than the maximum CPODX drawdown of -84.51%. Use the drawdown chart below to compare losses from any high point for IIF and CPODX.
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Drawdown Indicators
| IIF | CPODX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.11% | -84.51% | +22.40% |
Max Drawdown (1Y)Largest decline over 1 year | -24.05% | -28.28% | +4.23% |
Max Drawdown (5Y)Largest decline over 5 years | -24.05% | -70.71% | +46.66% |
Max Drawdown (10Y)Largest decline over 10 years | -59.05% | -71.26% | +12.21% |
Current DrawdownCurrent decline from peak | -21.69% | -33.94% | +12.25% |
Average DrawdownAverage peak-to-trough decline | -19.79% | -38.55% | +18.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.12% | 10.93% | -3.81% |
Volatility
IIF vs. CPODX - Volatility Comparison
The current volatility for Morgan Stanley India Investment Fund (IIF) is 7.10%, while Morgan Stanley Insight Fund (CPODX) has a volatility of 8.76%. This indicates that IIF experiences smaller price fluctuations and is considered to be less risky than CPODX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IIF | CPODX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.10% | 8.76% | -1.66% |
Volatility (6M)Calculated over the trailing 6-month period | 11.23% | 22.48% | -11.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.69% | 33.29% | -16.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.67% | 39.84% | -24.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.74% | 33.88% | -14.14% |