CANE vs. FDEGX
Compare and contrast key facts about Teucrium Sugar Fund (CANE) and Fidelity Growth Strategies Fund (FDEGX).
CANE is a passively managed fund by Teucrium that tracks the performance of the Teucrium Sugar Fund Benchmark. It was launched on Sep 19, 2011. FDEGX is managed by Fidelity. It was launched on Dec 28, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CANE or FDEGX.
Key characteristics
| CANE | FDEGX | |
|---|---|---|
| YTD Return | 1.69% | 30.75% |
| 1Y Return | -16.55% | 41.58% |
| 3Y Return (Ann) | 9.81% | -0.30% |
| 5Y Return (Ann) | 13.55% | 8.13% |
| 10Y Return (Ann) | -0.10% | 9.20% |
| Sharpe Ratio | -0.68 | 2.56 |
| Sortino Ratio | -0.87 | 3.45 |
| Omega Ratio | 0.90 | 1.45 |
| Calmar Ratio | -0.28 | 1.33 |
| Martin Ratio | -0.84 | 15.12 |
| Ulcer Index | 19.50% | 2.75% |
| Daily Std Dev | 23.85% | 16.27% |
| Max Drawdown | -81.30% | -85.76% |
| Current Drawdown | -52.07% | -2.83% |
Correlation
The correlation between CANE and FDEGX is 0.08, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
CANE vs. FDEGX - Performance Comparison
In the year-to-date period, CANE achieves a 1.69% return, which is significantly lower than FDEGX's 30.75% return. Over the past 10 years, CANE has underperformed FDEGX with an annualized return of -0.10%, while FDEGX has yielded a comparatively higher 9.20% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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CANE vs. FDEGX - Expense Ratio Comparison
CANE has a 1.88% expense ratio, which is higher than FDEGX's 0.63% expense ratio.
Risk-Adjusted Performance
CANE vs. FDEGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Teucrium Sugar Fund (CANE) and Fidelity Growth Strategies Fund (FDEGX). 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.
Dividends
CANE vs. FDEGX - Dividend Comparison
CANE has not paid dividends to shareholders, while FDEGX's dividend yield for the trailing twelve months is around 0.04%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CANE Teucrium Sugar 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% |
FDEGX Fidelity Growth Strategies Fund | 0.04% | 0.05% | 0.00% | 0.00% | 0.00% | 0.44% | 0.75% | 0.38% | 0.54% | 0.13% | 0.59% | 0.18% |
Drawdowns
CANE vs. FDEGX - Drawdown Comparison
The maximum CANE drawdown since its inception was -81.30%, smaller than the maximum FDEGX drawdown of -85.76%. Use the drawdown chart below to compare losses from any high point for CANE and FDEGX. For additional features, visit the drawdowns tool.
Volatility
CANE vs. FDEGX - Volatility Comparison
The current volatility for Teucrium Sugar Fund (CANE) is 5.66%, while Fidelity Growth Strategies Fund (FDEGX) has a volatility of 6.70%. This indicates that CANE experiences smaller price fluctuations and is considered to be less risky than FDEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.