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INTU vs. ICOP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

INTU vs. ICOP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Intuit Inc. (INTU) and iShares Copper and Metals Mining ETF (ICOP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, INTU achieves a -52.75% return, which is significantly lower than ICOP's 27.29% return.


INTU

1D
-3.32%
1M
-23.48%
YTD
-52.75%
6M
-51.68%
1Y
-58.94%
3Y*
-9.60%
5Y*
-6.96%
10Y*
12.09%

ICOP

1D
-3.29%
1M
17.09%
YTD
27.29%
6M
37.08%
1Y
102.60%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

INTU vs. ICOP - Yearly Performance Comparison


2026 (YTD)202520242023
INTU
Intuit Inc.
-52.75%6.09%1.16%38.55%
ICOP
iShares Copper and Metals Mining ETF
27.29%78.01%1.10%8.08%

Correlation

The correlation between INTU and ICOP is -0.12, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.12

Correlation (All Time)
Calculated using the full available price history since Jun 26, 2023

0.10

The correlation between INTU and ICOP shifts across timeframes, from -0.12 (1 year) to 0.10 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

INTU vs. ICOP — Risk / Return Rank

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

INTU
INTU Risk / Return Rank: 22
Overall Rank
INTU Sharpe Ratio Rank: 11
Sharpe Ratio Rank
INTU Sortino Ratio Rank: 22
Sortino Ratio Rank
INTU Omega Ratio Rank: 22
Omega Ratio Rank
INTU Calmar Ratio Rank: 33
Calmar Ratio Rank
INTU Martin Ratio Rank: 22
Martin Ratio Rank

ICOP
ICOP Risk / Return Rank: 7474
Overall Rank
ICOP Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
ICOP Sortino Ratio Rank: 6666
Sortino Ratio Rank
ICOP Omega Ratio Rank: 6868
Omega Ratio Rank
ICOP Calmar Ratio Rank: 7777
Calmar Ratio Rank
ICOP Martin Ratio Rank: 7575
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.

INTU vs. ICOP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Intuit Inc. (INTU) and iShares Copper and Metals Mining ETF (ICOP). 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.


INTUICOPDifference
Sharpe ratioReturn per unit of total volatility

-4.11

Sortino ratioReturn per unit of downside risk

-5.25

Omega ratioGain probability vs. loss probability

0.71

1.42

-0.71

Calmar ratioReturn relative to maximum drawdown

-0.95

3.95

-4.90

Martin ratioReturn relative to average drawdown

-1.83

14.50

-16.33

INTU vs. ICOP - Sharpe Ratio Comparison

The current INTU Sharpe Ratio is -1.35, which is lower than the ICOP Sharpe Ratio of 2.77. The chart below compares the historical Sharpe Ratios of INTU and ICOP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


INTUICOPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.35

2.77

-4.11

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.19

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.36

Sharpe Ratio (All Time)

Calculated using the full available price history

0.36

1.08

-0.72

Drawdowns

INTU vs. ICOP - Drawdown Comparison

The maximum INTU drawdown since its inception was -75.29%, which is greater than ICOP's maximum drawdown of -38.67%. Use the drawdown chart below to compare losses from any high point for INTU and ICOP.


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Drawdown Indicators


INTUICOPDifference

Max Drawdown

Largest peak-to-trough decline

-75.29%

-38.67%

-36.62%

Max Drawdown (1Y)

Largest decline over 1 year

-62.05%

-26.13%

-35.92%

Max Drawdown (3Y)

Largest decline over 3 years

-62.05%

Max Drawdown (5Y)

Largest decline over 5 years

-62.05%

Max Drawdown (10Y)

Largest decline over 10 years

-62.05%

Current Drawdown

Current decline from peak

-61.17%

-3.29%

-57.88%

Average Drawdown

Average peak-to-trough decline

-24.11%

-11.67%

-12.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

32.21%

7.10%

+25.11%

Volatility

INTU vs. ICOP - Volatility Comparison

Intuit Inc. (INTU) has a higher volatility of 28.71% compared to iShares Copper and Metals Mining ETF (ICOP) at 13.69%. This indicates that INTU's price experiences larger fluctuations and is considered to be riskier than ICOP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


INTUICOPDifference

Volatility (1M)

Calculated over the trailing 1-month period

28.71%

13.69%

+15.02%

Volatility (6M)

Calculated over the trailing 6-month period

42.35%

32.28%

+10.07%

Volatility (1Y)

Calculated over the trailing 1-year period

43.91%

37.29%

+6.62%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

37.44%

33.77%

+3.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.91%

33.77%

+0.14%

Dividends

INTU vs. ICOP - Dividend Comparison

INTU's dividend yield for the trailing twelve months is around 1.49%, less than ICOP's 1.63% yield.


PositionTTM20252024202320222021202020192018201720162015
ICOP
iShares Copper and Metals Mining ETF
1.63%2.08%1.87%2.15%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
INTU
Intuit Inc.
1.49%0.65%0.60%0.52%0.72%0.38%0.57%0.74%0.83%0.89%1.08%1.09%

Frequently Asked Questions


INTU and ICOP have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

INTU has higher volatility (28.71%) compared to ICOP (13.69%). In terms of maximum drawdown, INTU dropped -75.29% vs ICOP's -38.67%.

ICOP currently has the higher Sharpe Ratio (2.77 vs -1.35), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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