CDGRX vs. IIPR
Compare and contrast key facts about Copeland Dividend Growth Fund (CDGRX) and Innovative Industrial Properties, Inc. (IIPR).
CDGRX is managed by Copeland Funds. It was launched on Dec 27, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CDGRX or IIPR.
Correlation
The correlation between CDGRX and IIPR is 0.43, 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
CDGRX vs. IIPR - Performance Comparison
Key characteristics
CDGRX:
-0.19
IIPR:
-0.28
CDGRX:
-0.12
IIPR:
-0.12
CDGRX:
0.98
IIPR:
0.98
CDGRX:
-0.15
IIPR:
-0.15
CDGRX:
-0.48
IIPR:
-0.54
CDGRX:
7.04%
IIPR:
20.21%
CDGRX:
17.63%
IIPR:
38.60%
CDGRX:
-48.77%
IIPR:
-75.43%
CDGRX:
-20.68%
IIPR:
-67.35%
Returns By Period
In the year-to-date period, CDGRX achieves a 0.81% return, which is significantly lower than IIPR's 10.95% return.
CDGRX
0.81%
-0.80%
-10.00%
-4.30%
-0.15%
-1.82%
IIPR
10.95%
8.56%
-35.45%
-13.12%
-1.47%
N/A
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Risk-Adjusted Performance
CDGRX vs. IIPR — Risk-Adjusted Performance Rank
CDGRX
IIPR
CDGRX vs. IIPR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Copeland Dividend Growth Fund (CDGRX) and Innovative Industrial Properties, Inc. (IIPR). 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
CDGRX vs. IIPR - Dividend Comparison
CDGRX's dividend yield for the trailing twelve months is around 0.13%, less than IIPR's 10.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CDGRX Copeland Dividend Growth Fund | 0.13% | 0.13% | 0.20% | 0.80% | 0.15% | 0.00% | 0.76% | 0.11% | 0.25% | 0.74% | 0.39% | 0.19% |
IIPR Innovative Industrial Properties, Inc. | 10.17% | 11.28% | 7.16% | 7.01% | 2.18% | 2.44% | 3.73% | 2.64% | 1.70% | 0.00% | 0.00% | 0.00% |
Drawdowns
CDGRX vs. IIPR - Drawdown Comparison
The maximum CDGRX drawdown since its inception was -48.77%, smaller than the maximum IIPR drawdown of -75.43%. Use the drawdown chart below to compare losses from any high point for CDGRX and IIPR. For additional features, visit the drawdowns tool.
Volatility
CDGRX vs. IIPR - Volatility Comparison
The current volatility for Copeland Dividend Growth Fund (CDGRX) is 2.68%, while Innovative Industrial Properties, Inc. (IIPR) has a volatility of 12.77%. This indicates that CDGRX experiences smaller price fluctuations and is considered to be less risky than IIPR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.