TAGS vs. DODIX

In the year-to-date period, TAGS achieves a -2.19% return, which is significantly lower than DODIX's 2.46% return. Over the past 10 years, TAGS has underperformed DODIX with an annualized return of -1.30%, while DODIX has yielded a comparatively higher 2.66% annualized return.

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TAGS has a 0.21% expense ratio, which is lower than DODIX's 0.41% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Teucrium Agricultural Fund (TAGS) and Dodge & Cox Income Fund (DODIX). 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 TAGS Sharpe Ratio is -1.05, which is lower than the DODIX Sharpe Ratio of 1.10. The chart below compares the historical Sharpe Ratios of TAGS and DODIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TAGS has not paid dividends to shareholders, while DODIX's dividend yield for the trailing twelve months is around 4.19%.

The maximum TAGS drawdown since its inception was -76.40%, which is greater than DODIX's maximum drawdown of -16.37%. Use the drawdown chart below to compare losses from any high point for TAGS and DODIX.

Teucrium Agricultural Fund (TAGS) has a higher volatility of 2.79% compared to Dodge & Cox Income Fund (DODIX) at 1.50%. This indicates that TAGS's price experiences larger fluctuations and is considered to be riskier than DODIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.