CPER vs. DODIX

In the year-to-date period, CPER achieves a 20.75% return, which is significantly higher than DODIX's 2.59% return. Over the past 10 years, CPER has outperformed DODIX with an annualized return of 5.15%, while DODIX has yielded a comparatively lower 2.07% annualized return.

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CPER has a 0.80% expense ratio, which is higher than DODIX's 0.41% expense ratio.

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.

The current CPER Sharpe Ratio is 0.35, which is lower than the DODIX Sharpe Ratio of 1.32. The chart below compares the historical Sharpe Ratios of CPER and DODIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CPER has not paid dividends to shareholders, while DODIX's dividend yield for the trailing twelve months is around 4.18%.

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.

United States Copper Index Fund (CPER) has a higher volatility of 15.15% compared to Dodge & Cox Income Fund (DODIX) at 2.35%. 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.