CCASX vs. COP
Compare and contrast key facts about Conestoga Small Cap (CCASX) and ConocoPhillips Company (COP).
CCASX is managed by Conestoga Capital Advisors. It was launched on Oct 1, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CCASX or COP.
Key characteristics
| CCASX | COP | |
|---|---|---|
| YTD Return | 14.63% | -2.01% |
| 1Y Return | 32.72% | -1.41% |
| 3Y Return (Ann) | -4.54% | 19.79% |
| 5Y Return (Ann) | 7.15% | 18.44% |
| 10Y Return (Ann) | 9.46% | 7.90% |
| Sharpe Ratio | 1.67 | -0.05 |
| Sortino Ratio | 2.44 | 0.09 |
| Omega Ratio | 1.30 | 1.01 |
| Calmar Ratio | 0.95 | -0.05 |
| Martin Ratio | 9.14 | -0.09 |
| Ulcer Index | 3.64% | 12.20% |
| Daily Std Dev | 19.85% | 22.08% |
| Max Drawdown | -49.30% | -70.66% |
| Current Drawdown | -13.83% | -15.42% |
Correlation
The correlation between CCASX and COP is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CCASX vs. COP - Performance Comparison
In the year-to-date period, CCASX achieves a 14.63% return, which is significantly higher than COP's -2.01% return. Over the past 10 years, CCASX has outperformed COP with an annualized return of 9.46%, while COP has yielded a comparatively lower 7.90% 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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Risk-Adjusted Performance
CCASX vs. COP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Conestoga Small Cap (CCASX) and ConocoPhillips Company (COP). 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
CCASX vs. COP - Dividend Comparison
CCASX has not paid dividends to shareholders, while COP's dividend yield for the trailing twelve months is around 2.82%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCASX Conestoga Small Cap | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.88% | 0.00% | 0.00% |
COP ConocoPhillips Company | 2.82% | 3.37% | 4.20% | 2.70% | 4.23% | 2.05% | 1.86% | 1.93% | 1.99% | 6.30% | 4.11% | 3.82% |
Drawdowns
CCASX vs. COP - Drawdown Comparison
The maximum CCASX drawdown since its inception was -49.30%, smaller than the maximum COP drawdown of -70.66%. Use the drawdown chart below to compare losses from any high point for CCASX and COP. For additional features, visit the drawdowns tool.
Volatility
CCASX vs. COP - Volatility Comparison
The current volatility for Conestoga Small Cap (CCASX) is 6.70%, while ConocoPhillips Company (COP) has a volatility of 9.19%. This indicates that CCASX experiences smaller price fluctuations and is considered to be less risky than COP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.