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TLGUX vs. CPODX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TLGUX vs. CPODX - 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 Fund (CPODX). The values are adjusted to include any dividend payments, if applicable.

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TLGUX vs. CPODX - Yearly Performance Comparison


Returns By Period


TLGUX

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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TLGUX vs. CPODX - Expense Ratio Comparison

TLGUX has a 0.47% expense ratio, which is lower than CPODX's 0.83% expense ratio.


Return for Risk

TLGUX vs. CPODX — Risk / Return Rank

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

TLGUX

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.

TLGUX vs. CPODX - 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 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.

TLGUX vs. CPODX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


TLGUXCPODXDifference

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

Dividends

TLGUX vs. CPODX - Dividend Comparison

Neither TLGUX nor CPODX has paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
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%
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

TLGUX vs. CPODX - Drawdown Comparison


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Drawdown Indicators


TLGUXCPODXDifference

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

TLGUX vs. CPODX - Volatility Comparison


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Volatility by Period


TLGUXCPODXDifference

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%