United States Copper Index Fund (CPER)
CPER is a passive ETF by Concierge Technologies tracking the investment results of the SummerHaven Copper Index Total Return. CPER launched on Nov 15, 2011 and has a 0.80% expense ratio.
ETF Info
US9117181043
911718104
Nov 15, 2011
1x
SummerHaven Copper Index Total Return
Expense Ratio
CPER has an expense ratio of 0.80%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
United States Copper Index Fund (CPER) returned 16.34% year-to-date (YTD) and -2.79% over the past 12 months. Over the past 10 years, CPER returned 4.22% annually, underperforming the S&P 500 benchmark at 10.79%.
CPER
16.34%
0.90%
13.76%
-2.79%
14.58%
4.22%
^GSPC (Benchmark)
0.60%
9.64%
-0.54%
11.47%
15.67%
10.79%
Monthly Returns
The table below presents the monthly returns of CPER, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 6.72% | 5.70% | 11.35% | -9.68% | 2.56% | 16.34% | |||||||
| 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% |
| 2020 | -10.03% | 0.63% | -12.72% | 7.86% | 3.75% | 10.06% | 5.16% | 5.63% | -1.37% | 1.18% | 12.74% | 1.88% | 23.90% |
| 2019 | 5.63% | 5.98% | -0.48% | -0.73% | -9.43% | 2.98% | -1.56% | -4.16% | 0.78% | 2.55% | 0.71% | 5.33% | 6.66% |
| 2018 | -2.89% | -2.40% | -3.83% | 1.59% | 0.26% | -4.29% | -4.35% | -6.57% | 5.14% | -5.12% | 4.44% | -5.60% | -21.91% |
| 2017 | 8.75% | -1.07% | -1.59% | -2.37% | -0.81% | 4.16% | 6.74% | 6.25% | -4.30% | 4.99% | -1.19% | 7.12% | 28.80% |
| 2016 | -4.56% | 3.45% | 3.10% | 3.67% | -7.60% | 4.20% | 0.79% | -6.26% | 5.84% | -0.34% | 16.89% | -3.20% | 14.58% |
| 2015 | -12.28% | 7.79% | 3.39% | 4.20% | -4.49% | -4.39% | -8.68% | -2.55% | -0.89% | -1.22% | -11.17% | 4.25% | -24.96% |
| 2014 | -6.29% | 0.29% | -4.57% | -0.43% | 3.13% | 1.61% | 2.47% | -1.51% | -6.14% | 1.03% | -5.85% | -1.52% | -16.96% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of CPER is 15, meaning it’s performing worse than 85% of other ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for United States Copper Index Fund (CPER) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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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 1289 trading sessions.
The current United States Copper Index Fund drawdown is 10.63%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.04% | Feb 10, 2012 | 717 | Jan 15, 2016 | 1289 | May 6, 2021 | 2006 |
| -34.75% | Mar 7, 2022 | 90 | Jul 14, 2022 | 462 | May 15, 2024 | 552 |
| -21.47% | Mar 27, 2025 | 9 | Apr 8, 2025 | — | — | — |
| -21.26% | May 22, 2024 | 53 | Aug 7, 2024 | 153 | Mar 19, 2025 | 206 |
| -16.49% | May 12, 2021 | 70 | Aug 19, 2021 | 136 | Mar 4, 2022 | 206 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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