MACGX vs. CPOAX

In the year-to-date period, MACGX achieves a 10.76% return, which is significantly higher than CPOAX's 6.69% return. Over the past 10 years, MACGX has underperformed CPOAX with an annualized return of -8.40%, while CPOAX has yielded a comparatively higher 15.01% annualized return.

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MACGX has a 1.00% expense ratio, which is lower than CPOAX's 1.15% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Institutional Fund Trust Discovery Portfolio Class A (MACGX) and Morgan Stanley Insight A (CPOAX). 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 MACGX Sharpe Ratio is 1.76, which is comparable to the CPOAX Sharpe Ratio of 1.77. The chart below compares the historical Sharpe Ratios of MACGX and CPOAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MACGX has not paid dividends to shareholders, while CPOAX's dividend yield for the trailing twelve months is around 0.57%.

The maximum MACGX drawdown since its inception was -85.92%, roughly equal to the maximum CPOAX drawdown of -84.57%. Use the drawdown chart below to compare losses from any high point for MACGX and CPOAX. For additional features, visit the drawdowns tool.

The current volatility for Morgan Stanley Institutional Fund Trust Discovery Portfolio Class A (MACGX) is 8.76%, while Morgan Stanley Insight A (CPOAX) has a volatility of 9.75%. This indicates that MACGX experiences smaller price fluctuations and is considered to be less risky than CPOAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.