CPER vs. COPLX

In the year-to-date period, CPER achieves a 21.66% return, which is significantly higher than COPLX's -5.49% return. Over the past 10 years, CPER has underperformed COPLX with an annualized return of 5.23%, while COPLX has yielded a comparatively higher 9.32% annualized return.

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

This table presents a comparison of risk-adjusted performance metrics for United States Copper Index Fund (CPER) and Copley Fund (COPLX). 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 CPER Sharpe Ratio is 0.32, which is comparable to the COPLX Sharpe Ratio of 0.33. The chart below compares the historical Sharpe Ratios of CPER and COPLX, 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 CPER nor COPLX has paid dividends to shareholders.

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

United States Copper Index Fund (CPER) has a higher volatility of 15.16% compared to Copley Fund (COPLX) at 12.96%. This indicates that CPER's price experiences larger fluctuations and is considered to be riskier than COPLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.