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Ms Insight Fund Class I: (MF: CPODX)
(NASDAQ Mutual Funds) As of Aug 4, 2025 08:00 PM ET
$56.84 USD
+2.16 (3.95%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.67 | 2 |
| 3 months | 28.99 | 1 |
| 6 months | 15.67 | 2 |
| 1 Year | 71.32 | 1 |
| 3 Year | 32.98 | 1 |
| 5 Year | 5.93 | 95 |
| 10 Year | 16.00 | 4 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 196.13 |
| Bear Market (10/07 - 2/09) | -53.60 |
| Bull Market (2/09 - 3/21) | 1,648.00 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 71.32 |
| 5 Year | 5.93 |
| 10 Year | 16.00 |
| Since Inception | 11.18 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -10.32 | 28.99 | NA | NA |
| 2024 | 6.79 | -7.24 | 15.10 | 28.66 |
| 2023 | 18.98 | 12.97 | -6.17 | 21.33 |
| 2022 | -27.00 | -41.48 | 3.67 | -12.65 |
| 2021 | -0.46 | 12.88 | -7.50 | -9.88 |
| 2020 | -4.17 | 59.38 | 22.72 | 15.53 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 15.67 | 46.70 | 53.03 | -61.31 | -6.34 | 116.56 | 33.38 | 12.46 | 48.21 | -3.61 | 8.28 |
| % Total Return Rel to Index | 9.46 | 21.68 | 26.78 | -43.11 | -35.03 | 98.16 | 1.89 | 16.86 | 26.41 | -15.55 | 6.89 |
| % Total Return Rel to Peer | 10.53 | 27.31 | 30.03 | -41.61 | -28.40 | 96.64 | 4.96 | 19.32 | 27.53 | -11.43 | 9.88 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 2.00 | 1.00 | 1.00 | 5.00 | 1.00 |
| % Dividends | 0.00 | 0.30 | 0.00 | 0.00 | 0.04 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.60 | 0.88 | 0.00 | 0.04 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 8.96 | 9.82 | 7.32 | 2.97 | 3.07 | 9.18 | 2.73 | 2.82 |
| Expense Ratio | 0.00 | 0.90 | 0.88 | 0.90 | 0.83 | 0.81 | 0.90 | 0.85 | 0.91 | 0.92 | 0.90 |
* 1 = Top 20%, 5 = Bottom 20%