Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CPODX (MORGAN STANLEY MULTI CAP GROWTH TRUST I) 2.03% 11.26% 28.22% -0.28% 17.05% 14.88% 13.10%
Data as of 06/04/2026, Common starting date is 03/23/1998
More Performance Analytics Comparison
Name Start Date End Date
CPODX (MORGAN STANLEY MULTI CAP GROWTH TRUST I) 03/23/1998 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998
Annualized Return (%) -1.10 11.26 28.22 -0.28 17.05 14.88 13.10 2.03 19.23 46.73 53.03 -60.99 -6.55 116.44 33.45 12.29 48.76 -3.49 8.38 5.18 50.16 12.43 -7.57 27.26 70.38 -48.52 19.08 7.56 22.35 22.70 41.31 -46.00 -38.75 -35.28 125.91 44.34
Sharpe Ratio NA 0.46 0.96 -0.06 0.47 NA NA 0.32 0.48 1.56 1.56 -1.01 -0.20 2.90 1.41 0.39 3.97 -0.20 0.48 0.28 3.53 0.81 -0.30 1.30 2.36 -1.07 0.80 0.26 1.49 1.58 2.14 -1.19 -0.78 -0.68 3.38 1.57
Standard Deviation(%) NA 28.58 30.70 39.23 33.81 NA NA 32.14 34.12 27.62 32.01 61.69 32.88 39.80 22.61 27.99 12.16 18.18 17.27 18.53 14.18 15.47 25.69 20.90 29.77 46.19 19.89 15.72 13.52 13.71 19.01 39.56 53.65 58.09 36.25 35.96
Draw Down(%) NA 28.28 31.37 70.71 71.26 NA NA 21.26 31.37 13.58 23.67 62.53 27.89 33.88 17.47 24.40 4.39 20.95 14.01 16.76 4.56 15.04 21.23 14.17 17.68 58.21 12.66 14.42 9.96 10.36 11.64 52.95 61.01 52.78 19.76 34.48
Yield(%) 0.00 0.00 0.37 4.12 13.70 13.28 14.58 0.00 0.00 0.96 0.00 11.90 10.59 15.70 8.19 8.63 30.36 8.30 8.39 7.05 11.59 12.56 0.00 0.05 0.00 0.00 0.00 0.00 0.00 0.01 0.00 0.00 0.00 0.00 4.64 0.00
Data as of 06/04/2026, Common starting date is 03/23/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CPODX (MORGAN STANLEY MULTI CAP GROWTH TRUST I) -43.37%
Feb 2000 – Feb 2003
-20.79%
Feb 2000 – Feb 2005
-8.31%
Feb 2000 – Feb 2010
-0.12%
Feb 2000 – Feb 2015
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CPODX (MORGAN STANLEY MULTI CAP GROWTH TRUST I) 48.75%
Nov 2017 – Nov 2020
42.82%
Feb 2016 – Feb 2021
25.34%
Sep 2011 – Sep 2021
18.93%
Aug 2006 – Aug 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return