CPER vs. DODIX
Compare and contrast key facts about United States Copper Index Fund (CPER) and Dodge & Cox Income Fund (DODIX).
CPER is a passively managed fund by Concierge Technologies that tracks the performance of the SummerHaven Copper Index Total Return. It was launched on Nov 15, 2011. DODIX is managed by Dodge & Cox.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CPER or DODIX.
Correlation
The correlation between CPER and DODIX is -0.80. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
CPER vs. DODIX - Performance Comparison
Loading data...
Key characteristics
CPER:
33.49%
DODIX:
5.40%
CPER:
-3.64%
DODIX:
-0.48%
CPER:
-2.43%
DODIX:
-0.40%
Returns By Period
CPER
N/A
N/A
N/A
N/A
N/A
N/A
DODIX
N/A
N/A
N/A
N/A
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CPER vs. DODIX - Expense Ratio Comparison
CPER has a 0.80% expense ratio, which is higher than DODIX's 0.41% expense ratio.
Risk-Adjusted Performance
CPER vs. DODIX — Risk-Adjusted Performance Rank
CPER
DODIX
CPER vs. DODIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for United States Copper Index Fund (CPER) and Dodge & Cox Income Fund (DODIX). 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.
Loading data...
Dividends
CPER vs. DODIX - Dividend Comparison
CPER has not paid dividends to shareholders, while DODIX's dividend yield for the trailing twelve months is around 4.23%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPER United States Copper Index 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% |
DODIX Dodge & Cox Income Fund | 4.23% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CPER vs. DODIX - Drawdown Comparison
The maximum CPER drawdown since its inception was -3.64%, which is greater than DODIX's maximum drawdown of -0.48%. Use the drawdown chart below to compare losses from any high point for CPER and DODIX. For additional features, visit the drawdowns tool.
Loading data...
Volatility
CPER vs. DODIX - Volatility Comparison
Loading data...