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MSYIX vs. CPODX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

MSYIX vs. CPODX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Morgan Stanley Institutional Fund Trust High Yield Portfolio (MSYIX) and Morgan Stanley Insight Fund (CPODX). The values are adjusted to include any dividend payments, if applicable.

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MSYIX vs. CPODX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MSYIX
Morgan Stanley Institutional Fund Trust High Yield Portfolio
0.47%7.94%8.78%13.52%-11.56%5.57%3.26%13.77%-2.75%6.95%
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


MSYIX

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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MSYIX vs. CPODX - Expense Ratio Comparison

MSYIX has a 0.65% expense ratio, which is lower than CPODX's 0.83% expense ratio.


Return for Risk

MSYIX vs. CPODX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MSYIX

CPODX
CPODX Risk / Return Rank: 1010
Overall Rank
CPODX Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
CPODX Sortino Ratio Rank: 1313
Sortino Ratio Rank
CPODX Omega Ratio Rank: 1212
Omega Ratio Rank
CPODX Calmar Ratio Rank: 99
Calmar Ratio Rank
CPODX Martin Ratio Rank: 88
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MSYIX vs. CPODX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Institutional Fund Trust High Yield Portfolio (MSYIX) 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

MSYIX vs. CPODX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


MSYIXCPODXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.24

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.11

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.44

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

Correlation

The correlation between MSYIX and CPODX is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

MSYIX vs. CPODX - Dividend Comparison

MSYIX's dividend yield for the trailing twelve months is around 5.84%, while CPODX has not paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
MSYIX
Morgan Stanley Institutional Fund Trust High Yield Portfolio
5.84%7.03%7.25%6.71%6.29%5.57%5.90%6.20%6.27%5.75%6.22%6.77%
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

MSYIX vs. CPODX - Drawdown Comparison


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Drawdown Indicators


MSYIXCPODXDifference

Max Drawdown

Largest peak-to-trough decline

-84.51%

Max Drawdown (1Y)

Largest decline over 1 year

-28.28%

Max Drawdown (5Y)

Largest decline over 5 years

-70.71%

Max Drawdown (10Y)

Largest decline over 10 years

-71.26%

Current Drawdown

Current decline from peak

-33.94%

Average Drawdown

Average peak-to-trough decline

-38.55%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.93%

Volatility

MSYIX vs. CPODX - Volatility Comparison


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Volatility by Period


MSYIXCPODXDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.76%

Volatility (6M)

Calculated over the trailing 6-month period

22.48%

Volatility (1Y)

Calculated over the trailing 1-year period

33.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

39.84%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.88%