CPER vs. SCCO

In the year-to-date period, CPER achieves a 10.25% return, which is significantly higher than SCCO's -6.00% return. Over the past 10 years, CPER has underperformed SCCO with an annualized return of 4.28%, while SCCO has yielded a comparatively higher 15.45% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for United States Copper Index Fund (CPER) and Southern Copper Corporation (SCCO). 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 0.12, which is higher than the SCCO Sharpe Ratio of -0.55. The chart below compares the historical Sharpe Ratios of CPER and SCCO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CPER has not paid dividends to shareholders, while SCCO's dividend yield for the trailing twelve months is around 2.35%.

The maximum CPER drawdown since its inception was -54.04%, smaller than the maximum SCCO drawdown of -78.60%. Use the drawdown chart below to compare losses from any high point for CPER and SCCO. For additional features, visit the drawdowns tool.

The current volatility for United States Copper Index Fund (CPER) is 14.76%, while Southern Copper Corporation (SCCO) has a volatility of 19.87%. This indicates that CPER experiences smaller price fluctuations and is considered to be less risky than SCCO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.