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Performance
CPER Performance Chart
United States Copper Index Fund (CPER) is up 10.4% since the beginning of the year. CPER is currently trading at $39 per share. Investors who bought $1,000 worth of CPER shares 5 years ago would now be looking at an investment worth $1,395.
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Returns By Period
United States Copper Index Fund (CPER) has returned 10.41% so far this year and 25.81% over the past 12 months. Over the last ten years, CPER has returned 11.09% per year, falling short of the S&P 500 Index benchmark, which averaged 13.42% annually.
United States Copper Index Fund
- 1D
- 0.13%
- 1M
- 0.86%
- YTD
- 10.41%
- 6M
- 18.22%
- 1Y
- 25.81%
- 3Y*
- 18.36%
- 5Y*
- 6.89%
- 10Y*
- 11.09%
Benchmark (S&P 500 Index)
- 1D
- -0.26%
- 1M
- -0.17%
- YTD
- 7.91%
- 6M
- 7.98%
- 1Y
- 22.99%
- 3Y*
- 19.77%
- 5Y*
- 11.75%
- 10Y*
- 13.42%
CPER Monthly Returns History
Based on dividend-adjusted daily data since Nov 15, 2011, CPER's average daily return is +0.02%, while the average monthly return is +0.41%. At this rate, an investment would double in approximately 14.1 years.
Historically, 53% of months were positive and 47% were negative. The best month was Nov 2016 with a return of +16.9%, while the worst month was Jun 2022 at -14.4%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 7 months.
On a daily basis, CPER closed higher 46% of trading days. The best single day was Jan 19, 2016 with a return of +11.0%, while the worst single day was Jul 30, 2025 at -19.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.20% | 1.24% | -6.64% | 6.10% | 6.38% | -0.67% | 10.41% | ||||||
| 2025 | 6.72% | 5.70% | 11.35% | -9.68% | 2.87% | 7.77% | -13.24% | 2.48% | 6.65% | 5.10% | 2.38% | 8.30% | 38.95% |
| 2024 | 0.21% | -1.24% | 5.15% | 12.70% | 0.39% | -4.26% | -3.64% | 0.34% | 7.75% | -3.49% | -5.70% | -2.48% | 4.23% |
| 2023 | 11.04% | -3.12% | 0.40% | -4.37% | -5.16% | 2.56% | 6.98% | -5.16% | -2.21% | -1.39% | 4.85% | 1.43% | 4.55% |
| 2022 | -2.61% | 3.40% | 4.78% | -7.87% | -1.81% | -14.44% | -2.34% | -2.63% | -3.22% | -0.49% | 12.14% | 1.18% | -15.14% |
| 2021 | 0.82% | 14.56% | -1.91% | 11.41% | 5.18% | -9.08% | 4.38% | -2.48% | -6.18% | 7.15% | -2.35% | 3.82% | 25.21% |
Benchmark Metrics
United States Copper Index Fund has an annualized alpha of -0.74%, beta of 0.48, and R2 of 0.11 versus S&P 500 Index. Calculated based on daily prices since November 15, 2011.
- This ETF participated in 75.16% of S&P 500 Index downside but only 44.21% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.48 may look defensive, but with R2 of 0.11 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
- R2 of 0.11 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- -0.74%
- Beta
- 0.48
- R²
- 0.11
- Upside Capture
- 44.21%
- Downside Capture
- 75.16%
Expense Ratio
CPER has a high expense ratio of 1.06%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
CPER ranks 24 for risk / return — below 24% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for United States Copper Index Fund (CPER) and compare them to S&P 500 Index.
| CPER | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.15 | ||
| Sortino ratioReturn per unit of downside risk | -1.49 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.35 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.05 | 2.54 | -1.49 |
| Martin ratioReturn relative to average drawdown | 2.17 | 11.58 | -9.41 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the United States Copper Index Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the United States Copper Index Fund was 54.04%, occurring on Jan 15, 2016. Recovery took 1335 trading sessions.
The current United States Copper Index Fund drawdown is 4.93%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2016 bear market2016 | -54.04%Jan 2016 | 3y 11mo | 5y 3mo | 9y 2moFeb 2012 - May 2021 |
Bear market2022 | -34.75%Jul 2022 | 4mo 9d | 1y 10mo | 2y 2moMar 2022 - May 2024 |
2025 bear market2025 | -24.77%Aug 2025 | 11d | 5mo 3d | 5mo 14dJul 2025 - Jan 2026 |
2025 selloff2025 | -21.47%Apr 2025 | 12d | 3mo 1d | 3mo 13dMar 2025 - Jul 2025 |
2024 bear market2024 | -21.26%Aug 2024 | 2mo 17d | 7mo 14d | 10mo 1dMay 2024 - Mar 2025 |
Drawdown Indicators
| CPER | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.04% | -56.78% | +2.74% |
Max Drawdown (1Y)Largest decline over 1 year | -24.77% | -9.10% | -15.67% |
Max Drawdown (3Y)Largest decline over 3 years | -24.77% | -18.90% | -5.87% |
Max Drawdown (5Y)Largest decline over 5 years | -34.75% | -25.43% | -9.32% |
Max Drawdown (10Y)Largest decline over 10 years | -38.42% | -33.92% | -4.50% |
Current DrawdownCurrent decline from peak | -4.93% | -2.93% | -2.00% |
Average DrawdownAverage peak-to-trough decline | -25.38% | -10.72% | -14.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.94% | 1.99% | +9.95% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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