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CANE vs. DFNM
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CANE vs. DFNM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Teucrium Sugar Fund (CANE) and Dimensional National Municipal Bond ETF (DFNM). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CANE achieves a -2.31% return, which is significantly lower than DFNM's 1.21% return.


CANE

1D
-2.85%
1M
1.06%
6M
0.53%
YTD
-2.31%
1Y
-13.75%
3Y*
-10.13%
5Y*
2.40%
10Y*
-2.85%

DFNM

1D
-0.12%
1M
-0.12%
6M
0.54%
YTD
1.21%
1Y
4.47%
3Y*
3.09%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

CANE vs. DFNM - Yearly Performance Comparison


2026 (YTD)20252024202320222021
CANE
Teucrium Sugar Fund
-2.31%-14.65%-7.79%30.06%3.59%-3.46%
DFNM
Dimensional National Municipal Bond ETF
1.21%3.87%1.19%3.97%-4.02%0.40%

Correlation

The correlation between CANE and DFNM is -0.27, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.27

Correlation (3Y)
Calculated over the trailing 3-year period

-0.08

Correlation (All Time)
Calculated using the full available price history since Nov 16, 2021

-0.01

Over the past year, the inverse relationship between CANE and DFNM has strengthened: their correlation has moved from -0.01 to -0.27, meaning they now move in opposite directions more often than their long-term average.

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Return for Risk

CANE vs. DFNM — Risk / Return Rank

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

CANE
CANE Risk / Return Rank: 44
Overall Rank
CANE Sharpe Ratio Rank: 44
Sharpe Ratio Rank
CANE Sortino Ratio Rank: 44
Sortino Ratio Rank
CANE Omega Ratio Rank: 44
Omega Ratio Rank
CANE Calmar Ratio Rank: 44
Calmar Ratio Rank
CANE Martin Ratio Rank: 44
Martin Ratio Rank

DFNM
DFNM Risk / Return Rank: 8181
Overall Rank
DFNM Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
DFNM Sortino Ratio Rank: 9393
Sortino Ratio Rank
DFNM Omega Ratio Rank: 9595
Omega Ratio Rank
DFNM Calmar Ratio Rank: 6161
Calmar Ratio Rank
DFNM Martin Ratio Rank: 6363
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.

CANE vs. DFNM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Teucrium Sugar Fund (CANE) and Dimensional National Municipal Bond ETF (DFNM). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


CANEDFNMDifference
Sharpe ratioReturn per unit of total volatility

-3.29

Sortino ratioReturn per unit of downside risk

-4.61

Omega ratioGain probability vs. loss probability

0.90

1.58

-0.68

Calmar ratioReturn relative to maximum drawdown

-0.70

2.44

-3.14

Martin ratioReturn relative to average drawdown

-1.06

8.79

-9.85

CANE vs. DFNM - Sharpe Ratio Comparison

The current CANE Sharpe Ratio is -0.68, which is lower than the DFNM Sharpe Ratio of 2.61. The chart below compares the historical Sharpe Ratios of CANE and DFNM, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

CANE vs. DFNM - Drawdown Comparison

The maximum CANE drawdown since its inception was -81.30%, which is greater than DFNM's maximum drawdown of -6.99%. Use the drawdown chart below to compare losses from any high point for CANE and DFNM.


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Drawdown Indicators


CANEDFNMDifference

Max Drawdown

Largest peak-to-trough decline

-81.30%

-6.99%

-74.31%

Max Drawdown (1Y)

Largest decline over 1 year

-19.82%

-1.84%

-17.98%

Max Drawdown (3Y)

Largest decline over 3 years

-41.73%

-2.82%

-38.91%

Max Drawdown (5Y)

Largest decline over 5 years

-41.73%

Max Drawdown (10Y)

Largest decline over 10 years

-67.29%

Current Drawdown

Current decline from peak

-63.78%

-0.46%

-63.32%

Average Drawdown

Average peak-to-trough decline

-56.54%

-1.92%

-54.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.01%

0.51%

+12.50%

Volatility

CANE vs. DFNM - Volatility Comparison

Teucrium Sugar Fund (CANE) has a higher volatility of 6.17% compared to Dimensional National Municipal Bond ETF (DFNM) at 0.34%. This indicates that CANE's price experiences larger fluctuations and is considered to be riskier than DFNM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CANEDFNMDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.17%

0.34%

+5.83%

Volatility (6M)

Calculated over the trailing 6-month period

16.26%

1.29%

+14.97%

Volatility (1Y)

Calculated over the trailing 1-year period

20.18%

1.72%

+18.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.01%

2.51%

+18.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.60%

2.51%

+19.09%

CANE vs. DFNM - Expense Ratio Comparison

CANE has a 1.88% expense ratio, which is higher than DFNM's 0.17% expense ratio.


Dividends

CANE vs. DFNM - Dividend Comparison

CANE has not paid dividends to shareholders, while DFNM's dividend yield for the trailing twelve months is around 2.94%.


PositionTTM20252024202320222021
CANE
Teucrium Sugar Fund
0.00%0.00%0.00%0.00%0.00%0.00%
DFNM
Dimensional National Municipal Bond ETF
2.94%2.94%2.74%2.39%1.16%0.05%

Frequently Asked Questions


CANE and DFNM have a correlation of -0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CANE has higher volatility (6.17%) compared to DFNM (0.34%). In terms of maximum drawdown, CANE dropped -81.30% vs DFNM's -6.99%.

On 3-year performance, DFNM leads with 3.09% vs -10.13% for CANE. On fees, DFNM is cheaper at 0.17% per year. On volatility, DFNM has been the lower-risk option at 0.34%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, DFNM has performed better with a 3.09% return vs -10.13%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

DFNM is cheaper with a 0.17% expense ratio, compared with 1.88% for CANE.

DFNM has the higher dividend yield at 2.94%, compared with 0.00% for CANE.

CANE is categorized as Agricultural Commodities, while DFNM is Municipal Bonds. They also come from different issuers: Teucrium and Dimensional. Their fees differ too: 1.88% for CANE and 0.17% for DFNM.

DFNM currently has the higher Sharpe Ratio (2.61 vs -0.68), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for CANE and DFNM

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