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INIVX vs. COPX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

INIVX vs. COPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VanEck International Investors Gold Fund (INIVX) and Global X Copper Miners ETF (COPX). The values are adjusted to include any dividend payments, if applicable.

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INIVX vs. COPX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
INIVX
VanEck International Investors Gold Fund
2.42%165.88%14.37%9.67%-13.77%-14.23%40.91%38.15%-16.01%13.06%
COPX
Global X Copper Miners ETF
6.35%93.50%3.57%8.38%-0.76%23.39%51.66%12.48%-31.31%38.92%

Returns By Period

In the year-to-date period, INIVX achieves a 2.42% return, which is significantly lower than COPX's 6.35% return. Over the past 10 years, INIVX has underperformed COPX with an annualized return of 17.97%, while COPX has yielded a comparatively higher 20.82% annualized return.


INIVX

1D
-0.11%
1M
-24.75%
YTD
2.42%
6M
22.49%
1Y
102.28%
3Y*
45.74%
5Y*
24.89%
10Y*
17.97%

COPX

1D
7.92%
1M
-20.22%
YTD
6.35%
6M
30.65%
1Y
101.10%
3Y*
28.34%
5Y*
18.72%
10Y*
20.82%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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INIVX vs. COPX - Expense Ratio Comparison

INIVX has a 1.42% expense ratio, which is higher than COPX's 0.65% expense ratio.


Return for Risk

INIVX vs. COPX — Risk / Return Rank

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

INIVX
INIVX Risk / Return Rank: 9393
Overall Rank
INIVX Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
INIVX Sortino Ratio Rank: 9090
Sortino Ratio Rank
INIVX Omega Ratio Rank: 8989
Omega Ratio Rank
INIVX Calmar Ratio Rank: 9696
Calmar Ratio Rank
INIVX Martin Ratio Rank: 9595
Martin Ratio Rank

COPX
COPX Risk / Return Rank: 9494
Overall Rank
COPX Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
COPX Sortino Ratio Rank: 9393
Sortino Ratio Rank
COPX Omega Ratio Rank: 9191
Omega Ratio Rank
COPX Calmar Ratio Rank: 9494
Calmar Ratio Rank
COPX Martin Ratio Rank: 9494
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.

INIVX vs. COPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VanEck International Investors Gold Fund (INIVX) and Global X Copper Miners ETF (COPX). 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.


INIVXCOPXDifference

Sharpe ratio

Return per unit of total volatility

2.30

2.41

-0.12

Sortino ratio

Return per unit of downside risk

2.51

2.75

-0.25

Omega ratio

Gain probability vs. loss probability

1.39

1.38

+0.01

Calmar ratio

Return relative to maximum drawdown

3.51

3.46

+0.05

Martin ratio

Return relative to average drawdown

13.36

13.40

-0.03

INIVX vs. COPX - Sharpe Ratio Comparison

The current INIVX Sharpe Ratio is 2.30, which is comparable to the COPX Sharpe Ratio of 2.41. The chart below compares the historical Sharpe Ratios of INIVX and COPX, 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


INIVXCOPXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.30

2.41

-0.12

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.75

0.52

+0.22

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.53

0.59

-0.06

Sharpe Ratio (All Time)

Calculated using the full available price history

0.26

0.16

+0.10

Correlation

The correlation between INIVX and COPX is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

INIVX vs. COPX - Dividend Comparison

INIVX's dividend yield for the trailing twelve months is around 5.87%, more than COPX's 2.52% yield.


TTM20252024202320222021202020192018201720162015
INIVX
VanEck International Investors Gold Fund
5.87%6.01%7.45%0.10%0.00%6.40%11.70%3.66%2.87%3.76%6.40%0.00%
COPX
Global X Copper Miners ETF
2.52%2.68%1.80%2.39%3.14%1.48%1.30%1.37%2.59%1.57%0.60%1.20%

Drawdowns

INIVX vs. COPX - Drawdown Comparison

The maximum INIVX drawdown since its inception was -78.96%, smaller than the maximum COPX drawdown of -83.16%. Use the drawdown chart below to compare losses from any high point for INIVX and COPX.


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Drawdown Indicators


INIVXCOPXDifference

Max Drawdown

Largest peak-to-trough decline

-78.96%

-83.16%

+4.20%

Max Drawdown (1Y)

Largest decline over 1 year

-29.60%

-27.82%

-1.78%

Max Drawdown (5Y)

Largest decline over 5 years

-45.06%

-42.12%

-2.94%

Max Drawdown (10Y)

Largest decline over 10 years

-51.20%

-65.41%

+14.21%

Current Drawdown

Current decline from peak

-24.84%

-20.22%

-4.62%

Average Drawdown

Average peak-to-trough decline

-37.84%

-39.60%

+1.76%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.78%

7.20%

+0.58%

Volatility

INIVX vs. COPX - Volatility Comparison

The current volatility for VanEck International Investors Gold Fund (INIVX) is 15.12%, while Global X Copper Miners ETF (COPX) has a volatility of 18.96%. This indicates that INIVX experiences smaller price fluctuations and is considered to be less risky than COPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


INIVXCOPXDifference

Volatility (1M)

Calculated over the trailing 1-month period

15.12%

18.96%

-3.84%

Volatility (6M)

Calculated over the trailing 6-month period

37.88%

33.75%

+4.13%

Volatility (1Y)

Calculated over the trailing 1-year period

45.31%

42.22%

+3.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.53%

36.05%

-2.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.12%

35.51%

-1.39%