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TLGUX vs. CPOAX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TLGUX vs. CPOAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Morgan Stanley Pathway Funds Large Cap Equity Fund (TLGUX) and Morgan Stanley Insight A (CPOAX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


TLGUX

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

CPOAX

1D
-3.10%
1M
3.23%
YTD
1.36%
6M
-3.02%
1Y
10.35%
3Y*
28.26%
5Y*
-0.61%
10Y*
16.78%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TLGUX vs. CPOAX - Yearly Performance Comparison


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Return for Risk

TLGUX vs. CPOAX — Risk / Return Rank

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

TLGUX

CPOAX
CPOAX Risk / Return Rank: 55
Overall Rank
CPOAX Sharpe Ratio Rank: 55
Sharpe Ratio Rank
CPOAX Sortino Ratio Rank: 55
Sortino Ratio Rank
CPOAX Omega Ratio Rank: 55
Omega Ratio Rank
CPOAX Calmar Ratio Rank: 55
Calmar Ratio Rank
CPOAX Martin Ratio Rank: 44
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.

TLGUX vs. CPOAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Pathway Funds Large Cap Equity Fund (TLGUX) 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.


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

TLGUX vs. CPOAX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


TLGUXCPOAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.34

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.49

Sharpe Ratio (All Time)

Calculated using the full available price history

0.34

Drawdowns

TLGUX vs. CPOAX - Drawdown Comparison


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Drawdown Indicators


TLGUXCPOAXDifference

Max Drawdown

Largest peak-to-trough decline

-84.57%

Max Drawdown (1Y)

Largest decline over 1 year

-28.37%

Max Drawdown (3Y)

Largest decline over 3 years

-31.38%

Max Drawdown (5Y)

Largest decline over 5 years

-70.73%

Max Drawdown (10Y)

Largest decline over 10 years

-71.33%

Current Drawdown

Current decline from peak

-19.65%

Average Drawdown

Average peak-to-trough decline

-39.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.15%

Volatility

TLGUX vs. CPOAX - Volatility Comparison


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Volatility by Period


TLGUXCPOAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.12%

Volatility (6M)

Calculated over the trailing 6-month period

21.86%

Volatility (1Y)

Calculated over the trailing 1-year period

28.82%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

39.76%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.09%

TLGUX vs. CPOAX - Expense Ratio Comparison

TLGUX has a 0.47% expense ratio, which is lower than CPOAX's 1.15% expense ratio.


Dividends

TLGUX vs. CPOAX - Dividend Comparison

Neither TLGUX nor CPOAX has paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
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%
TLGUX
Morgan Stanley Pathway Funds Large Cap Equity Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
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