MUIIX vs. CPOAX
Compare and contrast key facts about Morgan Stanley Institutional Fund Trust Ultra-Short Income Portfolio (MUIIX) and Morgan Stanley Insight A (CPOAX).
MUIIX is managed by Morgan Stanley. It was launched on Apr 28, 2016. CPOAX is a passively managed fund by Morgan Stanley that tracks the performance of the Russell 3000 Growth Index. It was launched on Jan 29, 2002.
Performance
MUIIX vs. CPOAX - Performance Comparison
Loading graphics...
MUIIX vs. CPOAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
MUIIX Morgan Stanley Institutional Fund Trust Ultra-Short Income Portfolio | 0.52% | 4.47% | 4.94% | 4.17% | 1.10% | 0.10% | 0.49% |
CPOAX Morgan Stanley Insight A | -17.61% | 18.91% | 46.35% | 52.72% | -61.02% | -6.83% | 131.54% |
Returns By Period
In the year-to-date period, MUIIX achieves a 0.52% return, which is significantly higher than CPOAX's -17.61% return.
MUIIX
- 1D
- 0.00%
- 1M
- -0.10%
- YTD
- 0.52%
- 6M
- 1.55%
- 1Y
- 3.82%
- 3Y*
- 4.27%
- 5Y*
- 3.04%
- 10Y*
- —
CPOAX
- 1D
- -0.76%
- 1M
- -9.15%
- YTD
- -17.61%
- 6M
- -25.78%
- 1Y
- 9.30%
- 3Y*
- 22.55%
- 5Y*
- -4.38%
- 10Y*
- 14.53%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MUIIX vs. CPOAX - Expense Ratio Comparison
MUIIX has a 0.35% expense ratio, which is lower than CPOAX's 1.15% expense ratio.
Return for Risk
MUIIX vs. CPOAX — Risk / Return Rank
MUIIX
CPOAX
MUIIX vs. CPOAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Institutional Fund Trust Ultra-Short Income Portfolio (MUIIX) 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.
| MUIIX | CPOAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.42 | 0.23 | +3.19 |
Sortino ratioReturn per unit of downside risk | 18.58 | 0.58 | +18.00 |
Omega ratioGain probability vs. loss probability | 9.29 | 1.07 | +8.22 |
Calmar ratioReturn relative to maximum drawdown | 42.24 | 0.13 | +42.11 |
Martin ratioReturn relative to average drawdown | 89.61 | 0.34 | +89.27 |
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
| MUIIX | CPOAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.42 | 0.23 | +3.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.94 | -0.11 | +2.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.43 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.83 | 0.32 | +1.51 |
Correlation
The correlation between MUIIX and CPOAX is 0.02, 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
MUIIX vs. CPOAX - Dividend Comparison
MUIIX's dividend yield for the trailing twelve months is around 3.85%, while CPOAX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUIIX Morgan Stanley Institutional Fund Trust Ultra-Short Income Portfolio | 3.85% | 4.36% | 4.81% | 3.88% | 1.20% | 0.10% | 0.39% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CPOAX Morgan Stanley Insight A | 0.00% | 0.00% | 0.61% | 0.00% | 51.84% | 14.94% | 9.06% | 7.29% | 9.33% | 28.73% | 9.83% | 8.92% |
Drawdowns
MUIIX vs. CPOAX - Drawdown Comparison
The maximum MUIIX drawdown since its inception was -1.20%, smaller than the maximum CPOAX drawdown of -84.57%. Use the drawdown chart below to compare losses from any high point for MUIIX and CPOAX.
Loading graphics...
Drawdown Indicators
| MUIIX | CPOAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.20% | -84.57% | +83.37% |
Max Drawdown (1Y)Largest decline over 1 year | -0.10% | -28.37% | +28.27% |
Max Drawdown (5Y)Largest decline over 5 years | -1.20% | -70.73% | +69.53% |
Max Drawdown (10Y)Largest decline over 10 years | — | -71.33% | — |
Current DrawdownCurrent decline from peak | -0.10% | -34.68% | +34.58% |
Average DrawdownAverage peak-to-trough decline | -0.06% | -39.31% | +39.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.05% | 10.97% | -10.92% |
Volatility
MUIIX vs. CPOAX - Volatility Comparison
The current volatility for Morgan Stanley Institutional Fund Trust Ultra-Short Income Portfolio (MUIIX) is 0.10%, while Morgan Stanley Insight A (CPOAX) has a volatility of 8.76%. This indicates that MUIIX 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.
Loading graphics...
Volatility by Period
| MUIIX | CPOAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.10% | 8.76% | -8.66% |
Volatility (6M)Calculated over the trailing 6-month period | 0.81% | 22.50% | -21.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.24% | 33.29% | -32.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.57% | 39.84% | -38.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.44% | 33.88% | -32.44% |