Back to top
Ms Insight Fund Class A: (MF: CPOAX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$38.91 USD
+1.47 (3.93%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -10.36 | 87 |
| 3 months | -10.36 | 87 |
| 6 months | 15.26 | 1 |
| 1 Year | 22.88 | 1 |
| 3 Year | 1.94 | 86 |
| 5 Year | 10.24 | 92 |
| 10 Year | 13.06 | 11 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 192.31 |
| Bear Market (10/07 - 2/09) | -53.78 |
| Bull Market (2/09 - 3/21) | 1,477.74 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 16.75 |
| 5 Year | 9.11 |
| 10 Year | 12.48 |
| Since Inception | 9.79 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -10.36 | NA | NA | NA |
| 2024 | 6.74 | -7.31 | 15.01 | 28.59 |
| 2023 | 18.98 | 12.88 | -6.20 | 21.22 |
| 2022 | -27.04 | -41.51 | 3.59 | -12.73 |
| 2021 | -0.52 | 12.80 | -7.57 | -9.94 |
| 2020 | -4.24 | 59.28 | 22.64 | 15.46 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -10.36 | 46.33 | 52.72 | -61.42 | -6.60 | 116.00 | 33.01 | 12.14 | 47.78 | -3.91 | 7.86 |
| % Total Return Rel to Index | -6.09 | 21.31 | 26.47 | -43.22 | -35.28 | 97.60 | 1.52 | 16.53 | 25.99 | -15.84 | 6.47 |
| % Total Return Rel to Peer | -5.34 | 26.93 | 29.72 | -41.72 | -28.66 | 96.08 | 4.58 | 19.00 | 27.11 | -11.73 | 9.45 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 2.00 | 1.00 | 1.00 | 5.00 | 1.00 |
| % Dividends | 0.00 | 0.23 | 0.00 | 0.00 | 0.02 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.57 | 0.83 | 0.00 | 0.02 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 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 | 1.15 | 1.11 | 1.15 | 1.10 | 1.05 | 1.16 | 1.14 | 1.23 | 1.23 | 1.25 |
* 1 = Top 20%, 5 = Bottom 20%