DRESX vs. COBYX
Compare and contrast key facts about Driehaus Emerging Markets Small Cap Growth Fund (DRESX) and The Cook & Bynum Fund (COBYX).
DRESX is managed by Driehaus. It was launched on Aug 21, 2011. COBYX is managed by Cook & Bynum. It was launched on Jun 30, 2009.
Performance
DRESX vs. COBYX - Performance Comparison
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DRESX vs. COBYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DRESX Driehaus Emerging Markets Small Cap Growth Fund | 6.35% | 24.08% | 14.86% | 10.30% | -21.17% | 15.93% | 33.56% | 33.70% | -24.00% | 33.30% |
COBYX The Cook & Bynum Fund | 3.01% | 20.50% | -10.32% | 16.73% | 9.28% | 9.05% | -10.97% | 9.40% | -13.40% | 15.12% |
Returns By Period
In the year-to-date period, DRESX achieves a 6.35% return, which is significantly higher than COBYX's 3.01% return. Over the past 10 years, DRESX has outperformed COBYX with an annualized return of 10.12%, while COBYX has yielded a comparatively lower 3.93% annualized return.
DRESX
- 1D
- 1.41%
- 1M
- -8.20%
- YTD
- 6.35%
- 6M
- 9.70%
- 1Y
- 37.67%
- 3Y*
- 17.18%
- 5Y*
- 8.06%
- 10Y*
- 10.12%
COBYX
- 1D
- 1.85%
- 1M
- -3.87%
- YTD
- 3.01%
- 6M
- 7.66%
- 1Y
- 7.10%
- 3Y*
- 7.06%
- 5Y*
- 7.72%
- 10Y*
- 3.93%
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DRESX vs. COBYX - Expense Ratio Comparison
DRESX has a 1.24% expense ratio, which is lower than COBYX's 1.49% expense ratio.
Return for Risk
DRESX vs. COBYX — Risk / Return Rank
DRESX
COBYX
DRESX vs. COBYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Driehaus Emerging Markets Small Cap Growth Fund (DRESX) and The Cook & Bynum Fund (COBYX). 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.
| DRESX | COBYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.55 | 0.62 | +1.93 |
Sortino ratioReturn per unit of downside risk | 3.34 | 0.92 | +2.42 |
Omega ratioGain probability vs. loss probability | 1.47 | 1.14 | +0.34 |
Calmar ratioReturn relative to maximum drawdown | 3.56 | 1.05 | +2.51 |
Martin ratioReturn relative to average drawdown | 12.73 | 3.15 | +9.58 |
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
| DRESX | COBYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.55 | 0.62 | +1.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.56 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.29 | +0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.35 | +0.19 |
Correlation
The correlation between DRESX and COBYX is 0.39, 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.
Dividends
DRESX vs. COBYX - Dividend Comparison
DRESX's dividend yield for the trailing twelve months is around 2.11%, more than COBYX's 1.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
DRESX Driehaus Emerging Markets Small Cap Growth Fund | 2.11% | 2.25% | 0.68% | 1.09% | 0.00% | 0.04% | 0.65% | 0.41% | 0.00% | 0.00% | 0.00% |
COBYX The Cook & Bynum Fund | 1.14% | 1.18% | 0.00% | 1.01% | 1.16% | 2.18% | 0.32% | 0.69% | 12.60% | 1.88% | 5.09% |
Drawdowns
DRESX vs. COBYX - Drawdown Comparison
The maximum DRESX drawdown since its inception was -33.38%, roughly equal to the maximum COBYX drawdown of -34.18%. Use the drawdown chart below to compare losses from any high point for DRESX and COBYX.
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Drawdown Indicators
| DRESX | COBYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.38% | -34.18% | +0.80% |
Max Drawdown (1Y)Largest decline over 1 year | -10.16% | -8.95% | -1.21% |
Max Drawdown (5Y)Largest decline over 5 years | -25.88% | -17.10% | -8.78% |
Max Drawdown (10Y)Largest decline over 10 years | -33.38% | -34.18% | +0.80% |
Current DrawdownCurrent decline from peak | -8.89% | -6.21% | -2.68% |
Average DrawdownAverage peak-to-trough decline | -9.99% | -6.86% | -3.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.84% | 2.99% | -0.15% |
Volatility
DRESX vs. COBYX - Volatility Comparison
Driehaus Emerging Markets Small Cap Growth Fund (DRESX) has a higher volatility of 6.89% compared to The Cook & Bynum Fund (COBYX) at 5.20%. This indicates that DRESX's price experiences larger fluctuations and is considered to be riskier than COBYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DRESX | COBYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.89% | 5.20% | +1.69% |
Volatility (6M)Calculated over the trailing 6-month period | 11.15% | 8.42% | +2.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.29% | 14.59% | +0.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.43% | 13.98% | +0.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.68% | 13.55% | +2.13% |