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 0.00, 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
CPER vs. DODIX - Performance Comparison
Key characteristics
CPER:
0.17
DODIX:
1.28
CPER:
0.40
DODIX:
1.90
CPER:
1.05
DODIX:
1.22
CPER:
0.21
DODIX:
0.67
CPER:
0.35
DODIX:
3.20
CPER:
12.60%
DODIX:
2.21%
CPER:
25.83%
DODIX:
5.55%
CPER:
-54.04%
DODIX:
-18.50%
CPER:
-15.97%
DODIX:
-2.14%
Returns By Period
In the year-to-date period, CPER achieves a 9.38% return, which is significantly higher than DODIX's 3.73% return. Over the past 10 years, CPER has outperformed DODIX with an annualized return of 4.13%, while DODIX has yielded a comparatively lower 2.17% annualized return.
CPER
9.38%
-8.51%
-3.74%
4.80%
15.03%
4.13%
DODIX
3.73%
1.20%
1.21%
6.84%
1.51%
2.17%
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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.
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 4.14%.
| 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 | 4.14% | 4.24% | 3.86% | 2.84% | 1.89% | 2.44% | 3.04% | 3.00% | 2.76% | 3.11% | 3.03% | 3.84% |
Drawdowns
CPER vs. DODIX - Drawdown Comparison
The maximum CPER drawdown since its inception was -54.04%, which is greater than DODIX's maximum drawdown of -18.50%. Use the drawdown chart below to compare losses from any high point for CPER and DODIX. For additional features, visit the drawdowns tool.
Volatility
CPER vs. DODIX - Volatility Comparison
United States Copper Index Fund (CPER) has a higher volatility of 12.05% compared to Dodge & Cox Income Fund (DODIX) at 1.38%. This indicates that CPER's price experiences larger fluctuations and is considered to be riskier than DODIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.