DPG vs. USD=X
DPG (Duff & Phelps Utility and Infrastructure Fund Inc) is Utilities Equities fund managed by Duff & Phelps, while USD=X (USD Cash) is a currency. Over the past 10 years, DPG returned 7.72%/yr vs 0.00%/yr for USD=X.
Performance
DPG vs. USD=X - Performance Comparison
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Returns By Period
DPG
- 1D
- 0.43%
- 1M
- -4.51%
- YTD
- 14.09%
- 6M
- 13.20%
- 1Y
- 23.82%
- 3Y*
- 12.41%
- 5Y*
- 7.70%
- 10Y*
- 7.72%
USD=X
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- 0.00%
- 1Y
- 0.00%
- 3Y*
- 0.00%
- 5Y*
- 0.00%
- 10Y*
- 0.00%
DPG vs. USD=X - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DPG Duff & Phelps Utility and Infrastructure Fund Inc | 14.09% | 16.33% | 38.22% | -25.07% | 3.15% | 30.37% | -8.91% | 40.68% | -15.84% | 9.12% |
USD=X USD Cash | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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Return for Risk
DPG vs. USD=X — Risk / Return Rank
DPG
USD=X
DPG vs. USD=X - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Duff & Phelps Utility and Infrastructure Fund Inc (DPG) and USD Cash (USD=X). 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.
| DPG | USD=X | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.34 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 4.09 | — | — |
| Martin ratioReturn relative to average drawdown | 11.12 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DPG | USD=X | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.96 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | — | — |
Drawdowns
DPG vs. USD=X - Drawdown Comparison
The maximum DPG drawdown since its inception was -64.61%, which is greater than USD=X's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for DPG and USD=X.
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Drawdown Indicators
| DPG | USD=X | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.61% | 0.00% | -64.61% |
Max Drawdown (1Y)Largest decline over 1 year | -5.85% | 0.00% | -5.85% |
Max Drawdown (3Y)Largest decline over 3 years | -35.48% | 0.00% | -35.48% |
Max Drawdown (5Y)Largest decline over 5 years | -41.11% | 0.00% | -41.11% |
Max Drawdown (10Y)Largest decline over 10 years | -64.61% | 0.00% | -64.61% |
Current DrawdownCurrent decline from peak | -5.27% | 0.00% | -5.27% |
Average DrawdownAverage peak-to-trough decline | -10.40% | 0.00% | -10.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.15% | 0.00% | +2.15% |
Volatility
DPG vs. USD=X - Volatility Comparison
Duff & Phelps Utility and Infrastructure Fund Inc (DPG) has a higher volatility of 4.11% compared to USD Cash (USD=X) at 0.00%. This indicates that DPG's price experiences larger fluctuations and is considered to be riskier than USD=X based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DPG | USD=X | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.11% | 0.00% | +4.11% |
Volatility (6M)Calculated over the trailing 6-month period | 9.91% | 0.00% | +9.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.27% | 0.00% | +12.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.05% | 0.00% | +21.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.00% | 0.00% | +29.00% |
Frequently Asked Questions
DPG has higher volatility (4.11%) compared to USD=X (0.00%). In terms of maximum drawdown, DPG dropped -64.61% vs USD=X's 0.00%.
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