COBYX vs. XLF

In the year-to-date period, COBYX achieves a 16.78% return, which is significantly higher than XLF's 5.82% return. Over the past 10 years, COBYX has underperformed XLF with an annualized return of 3.90%, while XLF has yielded a comparatively higher 14.35% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

COBYX has a 1.49% expense ratio, which is higher than XLF's 0.13% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for The Cook & Bynum Fund (COBYX) and Financial Select Sector SPDR Fund (XLF). 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.

The current COBYX Sharpe Ratio is 0.20, which is lower than the XLF Sharpe Ratio of 1.29. The chart below compares the historical Sharpe Ratios of COBYX and XLF, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

COBYX's dividend yield for the trailing twelve months is around 1.25%, less than XLF's 1.40% yield.

The maximum COBYX drawdown since its inception was -34.18%, smaller than the maximum XLF drawdown of -82.43%. Use the drawdown chart below to compare losses from any high point for COBYX and XLF.

The current volatility for The Cook & Bynum Fund (COBYX) is 3.22%, while Financial Select Sector SPDR Fund (XLF) has a volatility of 4.42%. This indicates that COBYX experiences smaller price fluctuations and is considered to be less risky than XLF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.