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CUT vs. FPURX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

CUT vs. FPURX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco MSCI Global Timber ETF (CUT) and Fidelity Puritan Fund (FPURX). The values are adjusted to include any dividend payments, if applicable.

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CUT vs. FPURX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CUT
Invesco MSCI Global Timber ETF
-1.41%-5.92%1.82%8.65%-16.38%12.29%18.05%23.35%-21.70%30.41%
FPURX
Fidelity Puritan Fund
-3.53%12.22%18.94%20.20%-17.35%18.92%20.58%21.27%-4.18%18.28%

Returns By Period

In the year-to-date period, CUT achieves a -1.41% return, which is significantly higher than FPURX's -3.53% return. Over the past 10 years, CUT has underperformed FPURX with an annualized return of 4.66%, while FPURX has yielded a comparatively higher 10.27% annualized return.


CUT

1D
2.29%
1M
-9.49%
YTD
-1.41%
6M
-0.62%
1Y
-4.47%
3Y*
1.30%
5Y*
-2.30%
10Y*
4.66%

FPURX

1D
-0.28%
1M
-6.44%
YTD
-3.53%
6M
-0.94%
1Y
12.60%
3Y*
13.60%
5Y*
7.81%
10Y*
10.27%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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CUT vs. FPURX - Expense Ratio Comparison

CUT has a 0.55% expense ratio, which is higher than FPURX's 0.50% expense ratio.


Return for Risk

CUT vs. FPURX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CUT
CUT Risk / Return Rank: 77
Overall Rank
CUT Sharpe Ratio Rank: 88
Sharpe Ratio Rank
CUT Sortino Ratio Rank: 77
Sortino Ratio Rank
CUT Omega Ratio Rank: 77
Omega Ratio Rank
CUT Calmar Ratio Rank: 77
Calmar Ratio Rank
CUT Martin Ratio Rank: 66
Martin Ratio Rank

FPURX
FPURX Risk / Return Rank: 6060
Overall Rank
FPURX Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
FPURX Sortino Ratio Rank: 5959
Sortino Ratio Rank
FPURX Omega Ratio Rank: 5959
Omega Ratio Rank
FPURX Calmar Ratio Rank: 6060
Calmar Ratio Rank
FPURX Martin Ratio Rank: 6262
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CUT vs. FPURX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco MSCI Global Timber ETF (CUT) and Fidelity Puritan Fund (FPURX). 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.


CUTFPURXDifference

Sharpe ratio

Return per unit of total volatility

-0.22

1.04

-1.27

Sortino ratio

Return per unit of downside risk

-0.19

1.50

-1.69

Omega ratio

Gain probability vs. loss probability

0.98

1.22

-0.24

Calmar ratio

Return relative to maximum drawdown

-0.27

1.37

-1.64

Martin ratio

Return relative to average drawdown

-0.69

5.87

-6.56

CUT vs. FPURX - Sharpe Ratio Comparison

The current CUT Sharpe Ratio is -0.22, which is lower than the FPURX Sharpe Ratio of 1.04. The chart below compares the historical Sharpe Ratios of CUT and FPURX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


CUTFPURXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.22

1.04

-1.27

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.13

0.59

-0.72

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.23

0.79

-0.56

Sharpe Ratio (All Time)

Calculated using the full available price history

0.13

0.71

-0.58

Correlation

The correlation between CUT and FPURX is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

CUT vs. FPURX - Dividend Comparison

CUT's dividend yield for the trailing twelve months is around 2.50%, less than FPURX's 7.08% yield.


TTM20252024202320222021202020192018201720162015
CUT
Invesco MSCI Global Timber ETF
2.50%2.46%3.05%2.44%2.58%1.57%1.65%2.67%3.43%1.57%2.08%1.52%
FPURX
Fidelity Puritan Fund
7.08%6.83%11.30%5.34%9.38%13.10%5.10%4.29%15.26%3.78%3.71%7.49%

Drawdowns

CUT vs. FPURX - Drawdown Comparison

The maximum CUT drawdown since its inception was -70.03%, which is greater than FPURX's maximum drawdown of -31.76%. Use the drawdown chart below to compare losses from any high point for CUT and FPURX.


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Drawdown Indicators


CUTFPURXDifference

Max Drawdown

Largest peak-to-trough decline

-70.03%

-31.76%

-38.27%

Max Drawdown (1Y)

Largest decline over 1 year

-16.98%

-8.48%

-8.50%

Max Drawdown (5Y)

Largest decline over 5 years

-31.21%

-22.53%

-8.68%

Max Drawdown (10Y)

Largest decline over 10 years

-45.76%

-23.93%

-21.83%

Current Drawdown

Current decline from peak

-19.60%

-7.24%

-12.36%

Average Drawdown

Average peak-to-trough decline

-15.20%

-4.66%

-10.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.68%

1.97%

+4.71%

Volatility

CUT vs. FPURX - Volatility Comparison

Invesco MSCI Global Timber ETF (CUT) has a higher volatility of 6.60% compared to Fidelity Puritan Fund (FPURX) at 3.89%. This indicates that CUT's price experiences larger fluctuations and is considered to be riskier than FPURX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CUTFPURXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.60%

3.89%

+2.71%

Volatility (6M)

Calculated over the trailing 6-month period

13.02%

7.54%

+5.48%

Volatility (1Y)

Calculated over the trailing 1-year period

19.97%

12.46%

+7.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.29%

13.24%

+5.05%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.19%

13.03%

+7.16%