FTGC vs. KOLD

In the year-to-date period, FTGC achieves a 2.33% return, which is significantly higher than KOLD's -41.95% return. Over the past 10 years, FTGC has outperformed KOLD with an annualized return of 2.36%, while KOLD has yielded a comparatively lower -20.09% annualized return.

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Both FTGC and KOLD have an expense ratio of 0.95%.

This table presents a comparison of risk-adjusted performance metrics for First Trust Global Tactical Commodity Strategy Fund (FTGC) and ProShares UltraShort Bloomberg Natural Gas (KOLD). 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 FTGC Sharpe Ratio is 0.27, which is higher than the KOLD Sharpe Ratio of -0.48. The chart below compares the historical Sharpe Ratios of FTGC and KOLD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FTGC's dividend yield for the trailing twelve months is around 2.91%, while KOLD has not paid dividends to shareholders.

The maximum FTGC drawdown since its inception was -59.47%, smaller than the maximum KOLD drawdown of -99.45%. Use the drawdown chart below to compare losses from any high point for FTGC and KOLD. For additional features, visit the drawdowns tool.

The current volatility for First Trust Global Tactical Commodity Strategy Fund (FTGC) is 3.43%, while ProShares UltraShort Bloomberg Natural Gas (KOLD) has a volatility of 26.78%. This indicates that FTGC experiences smaller price fluctuations and is considered to be less risky than KOLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.