COPLX vs. CPER

In the year-to-date period, COPLX achieves a 2.47% return, which is significantly lower than CPER's 13.71% return. Over the past 10 years, COPLX has outperformed CPER with an annualized return of 10.20%, while CPER has yielded a comparatively lower 4.28% annualized return.

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COPLX has a 2.37% expense ratio, which is higher than CPER's 0.80% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Copley Fund (COPLX) and United States Copper Index Fund (CPER). 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 COPLX Sharpe Ratio is 0.70, which is higher than the CPER Sharpe Ratio of -0.17. The chart below compares the historical Sharpe Ratios of COPLX and CPER, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither COPLX nor CPER has paid dividends to shareholders.

The maximum COPLX drawdown since its inception was -44.70%, smaller than the maximum CPER drawdown of -54.04%. Use the drawdown chart below to compare losses from any high point for COPLX and CPER. For additional features, visit the drawdowns tool.

The current volatility for Copley Fund (COPLX) is 4.86%, while United States Copper Index Fund (CPER) has a volatility of 8.26%. This indicates that COPLX experiences smaller price fluctuations and is considered to be less risky than CPER based on this measure. The chart below showcases a comparison of their rolling one-month volatility.