MACGX vs. CPODX
Compare and contrast key facts about Morgan Stanley Institutional Fund Trust Discovery Portfolio Class A (MACGX) and Morgan Stanley Insight Fund (CPODX).
MACGX is managed by Morgan Stanley. It was launched on Mar 30, 1990. CPODX is managed by Morgan Stanley. It was launched on Jul 28, 1997.
Performance
MACGX vs. CPODX - Performance Comparison
Loading graphics...
MACGX vs. CPODX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MACGX Morgan Stanley Institutional Fund Trust Discovery Portfolio Class A | -11.39% | 13.71% | 42.06% | 46.30% | -63.51% | -12.84% | 142.01% | 39.41% | 11.85% | 38.99% |
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
In the year-to-date period, MACGX achieves a -11.39% return, which is significantly higher than CPODX's -17.56% return. Over the past 10 years, MACGX has underperformed CPODX with an annualized return of 12.76%, while CPODX has yielded a comparatively higher 14.82% annualized return.
MACGX
- 1D
- 4.70%
- 1M
- -4.98%
- YTD
- -11.39%
- 6M
- -20.28%
- 1Y
- 6.83%
- 3Y*
- 21.48%
- 5Y*
- -7.74%
- 10Y*
- 12.76%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MACGX vs. CPODX - Expense Ratio Comparison
MACGX has a 1.00% expense ratio, which is higher than CPODX's 0.83% expense ratio.
Return for Risk
MACGX vs. CPODX — Risk / Return Rank
MACGX
CPODX
MACGX vs. CPODX - Risk-Adjusted Trends Comparison
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 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.
| MACGX | CPODX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.27 | 0.24 | +0.03 |
Sortino ratioReturn per unit of downside risk | 0.62 | 0.59 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.07 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.29 | 0.14 | +0.15 |
Martin ratioReturn relative to average drawdown | 0.73 | 0.36 | +0.36 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MACGX | CPODX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.27 | 0.24 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.16 | -0.11 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.44 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.33 | -0.02 |
Correlation
The correlation between MACGX and CPODX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
MACGX vs. CPODX - Dividend Comparison
Neither MACGX nor CPODX has paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MACGX Morgan Stanley Institutional Fund Trust Discovery Portfolio Class A | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 52.53% | 9.95% | 15.34% | 29.46% | 48.48% | 75.72% | 14.05% |
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
MACGX vs. CPODX - Drawdown Comparison
The maximum MACGX drawdown since its inception was -77.61%, smaller than the maximum CPODX drawdown of -84.51%. Use the drawdown chart below to compare losses from any high point for MACGX and CPODX.
Loading graphics...
Drawdown Indicators
| MACGX | CPODX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.61% | -84.51% | +6.90% |
Max Drawdown (1Y)Largest decline over 1 year | -27.55% | -28.28% | +0.73% |
Max Drawdown (5Y)Largest decline over 5 years | -77.61% | -70.71% | -6.90% |
Max Drawdown (10Y)Largest decline over 10 years | -77.61% | -71.26% | -6.35% |
Current DrawdownCurrent decline from peak | -50.74% | -33.94% | -16.80% |
Average DrawdownAverage peak-to-trough decline | -25.53% | -38.55% | +13.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.93% | 10.93% | 0.00% |
Volatility
MACGX vs. CPODX - Volatility Comparison
Morgan Stanley Institutional Fund Trust Discovery Portfolio Class A (MACGX) has a higher volatility of 9.52% compared to Morgan Stanley Insight Fund (CPODX) at 8.76%. This indicates that MACGX's price experiences larger fluctuations and is considered to be riskier than CPODX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MACGX | CPODX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.52% | 8.76% | +0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 22.32% | 22.48% | -0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.22% | 33.29% | -1.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 48.42% | 39.84% | +8.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.21% | 33.88% | +5.33% |