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KO vs. DBA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

KO vs. DBA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Coca-Cola Company (KO) and Invesco DB Agriculture Fund (DBA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, KO achieves a 14.56% return, which is significantly higher than DBA's 3.17% return. Over the past 10 years, KO has outperformed DBA with an annualized return of 8.99%, while DBA has yielded a comparatively lower 3.00% annualized return.


KO

1D
0.08%
1M
1.43%
YTD
14.56%
6M
14.00%
1Y
14.71%
3Y*
12.88%
5Y*
10.72%
10Y*
8.99%

DBA

1D
-0.27%
1M
-5.86%
YTD
3.17%
6M
3.33%
1Y
-0.73%
3Y*
11.90%
5Y*
9.41%
10Y*
3.00%
*Multi-year figures are annualized to reflect compound growth (CAGR)

KO vs. DBA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
KO
The Coca-Cola Company
14.56%15.60%8.88%-4.43%10.61%11.37%2.47%20.60%6.77%14.38%
DBA
Invesco DB Agriculture Fund
3.17%-0.56%33.45%7.64%2.53%22.37%-2.54%-0.71%-8.74%-6.06%

Correlation

The correlation between KO and DBA 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 (3Y)
Calculated over the trailing 3-year period

-0.01

Correlation (5Y)
Calculated over the trailing 5-year period

0.04

Correlation (10Y)
Calculated over the trailing 10-year period

0.06

Correlation (All Time)
Calculated using the full available price history since Jan 5, 2007

0.11

The correlation between KO and DBA shifts across timeframes, from -0.12 (1 year) to 0.11 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

KO vs. DBA — Risk / Return Rank

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

KO
KO Risk / Return Rank: 6969
Overall Rank
KO Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
KO Sortino Ratio Rank: 6666
Sortino Ratio Rank
KO Omega Ratio Rank: 6161
Omega Ratio Rank
KO Calmar Ratio Rank: 7474
Calmar Ratio Rank
KO Martin Ratio Rank: 7171
Martin Ratio Rank

DBA
DBA Risk / Return Rank: 88
Overall Rank
DBA Sharpe Ratio Rank: 99
Sharpe Ratio Rank
DBA Sortino Ratio Rank: 88
Sortino Ratio Rank
DBA Omega Ratio Rank: 88
Omega Ratio Rank
DBA Calmar Ratio Rank: 88
Calmar Ratio Rank
DBA Martin Ratio Rank: 99
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.

KO vs. DBA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Coca-Cola Company (KO) and Invesco DB Agriculture Fund (DBA). 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.


KODBADifference
Sharpe ratioReturn per unit of total volatility

+0.97

Sortino ratioReturn per unit of downside risk

+1.51

Omega ratioGain probability vs. loss probability

1.16

1.00

+0.17

Calmar ratioReturn relative to maximum drawdown

1.87

-0.09

+1.96

Martin ratioReturn relative to average drawdown

3.66

-0.18

+3.83

KO vs. DBA - Sharpe Ratio Comparison

The current KO Sharpe Ratio is 0.90, which is higher than the DBA Sharpe Ratio of -0.07. The chart below compares the historical Sharpe Ratios of KO and DBA, 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


KODBADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.90

-0.07

+0.97

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.67

0.67

0.00

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.50

0.23

+0.27

Sharpe Ratio (All Time)

Calculated using the full available price history

0.53

0.07

+0.46

Drawdowns

KO vs. DBA - Drawdown Comparison

The maximum KO drawdown since its inception was -68.23%, roughly equal to the maximum DBA drawdown of -67.97%. Use the drawdown chart below to compare losses from any high point for KO and DBA.


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Drawdown Indicators


KODBADifference

Max Drawdown

Largest peak-to-trough decline

-68.23%

-67.97%

-0.26%

Max Drawdown (1Y)

Largest decline over 1 year

-7.89%

-8.35%

+0.46%

Max Drawdown (3Y)

Largest decline over 3 years

-16.26%

-12.36%

-3.90%

Max Drawdown (5Y)

Largest decline over 5 years

-17.27%

-15.94%

-1.33%

Max Drawdown (10Y)

Largest decline over 10 years

-36.99%

-40.72%

+3.73%

Current Drawdown

Current decline from peak

-2.91%

-27.37%

+24.46%

Average Drawdown

Average peak-to-trough decline

-16.09%

-41.10%

+25.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.03%

4.16%

-0.13%

Volatility

KO vs. DBA - Volatility Comparison

The Coca-Cola Company (KO) has a higher volatility of 5.81% compared to Invesco DB Agriculture Fund (DBA) at 4.09%. This indicates that KO's price experiences larger fluctuations and is considered to be riskier than DBA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


KODBADifference

Volatility (1M)

Calculated over the trailing 1-month period

5.81%

4.09%

+1.72%

Volatility (6M)

Calculated over the trailing 6-month period

12.37%

6.58%

+5.79%

Volatility (1Y)

Calculated over the trailing 1-year period

16.37%

10.73%

+5.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.10%

14.09%

+2.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.21%

13.07%

+5.14%

Dividends

KO vs. DBA - Dividend Comparison

KO's dividend yield for the trailing twelve months is around 2.59%, less than DBA's 3.47% yield.


PositionTTM20252024202320222021202020192018201720162015
DBA
Invesco DB Agriculture Fund
3.47%3.58%4.08%4.63%0.48%0.00%0.00%1.55%1.06%0.00%0.00%0.00%
KO
The Coca-Cola Company
2.59%2.92%3.12%3.12%2.77%2.84%2.99%2.89%3.29%3.23%3.38%3.07%

Frequently Asked Questions


KO and DBA 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.

KO has higher volatility (5.81%) compared to DBA (4.09%). In terms of maximum drawdown, KO dropped -68.23% vs DBA's -67.97%.

KO currently has the higher Sharpe Ratio (0.90 vs -0.07), 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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