Data Source: from January 2012 to September 2021

Last Update: 30 Sep 2021

Category: Commodities
ETF: United States Copper Index Fund (CPER)

The ETF is related to the following investment themes:

  • Asset Class: Commodity
  • Commodity: Copper

Capital Growth and Historical Returns

Capital growth, returns, stats are calculated assuming a reinvestment of dividends.

Time Range:
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Period Returns
Sep 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-6.18%
-6.18%
Sep 2021 - Sep 2021
0 - 1
3M
-4.50%
-8.51%
Aug 2021 - Sep 2021
1 - 2
6M
+1.75%
-13.17%
Jun 2021 - Sep 2021
3 - 3
YTD
+15.28%
-13.17%
Jun 2021 - Sep 2021
5 - 4
1Y
+33.96%
24.46%
-13.17%
Jun 2021 - Sep 2021
8 - 4
3Y
+12.53%
annualized
21.88%
-24.70%
Mar 2019 - Mar 2020
22 - 14
5Y
+11.55%
annualized
20.65%
-34.19%
Jan 2018 - Mar 2020
32 - 28
MAX
01 Jan 2012
+0.23%
annualized
19.37%
-49.98%
Mar 2012 - Jan 2016
60 - 57
* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

United States Copper Index Fund (CPER) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+2.02% +86.01%
Jun 2020 - May 2021
-29.10%
Dec 2014 - Nov 2015
62.26%
2 Years
-1.38% +32.35%
Jun 2019 - May 2021
-21.06%
Jan 2014 - Dec 2015
60.64%
3 Years
-2.35% +16.89%
Sep 2018 - Aug 2021
-19.55%
Feb 2013 - Jan 2016
56.10%
5 Years
-0.89% +15.69%
Jun 2016 - May 2021
-8.92%
May 2012 - Apr 2017
74.14%
7 Years
-2.65% +4.58%
Jun 2014 - May 2021
-7.55%
Apr 2013 - Mar 2020
73.53%

* Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the United States Copper Index Fund (CPER) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the United States Copper Index Fund (CPER) ETF, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.

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Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
-0.52
50%
2.43
70%
-2.22
20%
1.61
50%
-1.89
50%
-0.26
50%
0.90
70%
-0.83
40%
0.15
50%
-0.15
56%
1.78
56%
1.35
56%
Best
Year
11.0
2012
14.6
2021
3.4
2015
11.4
2021
5.2
2021
10.1
2020
6.8
2017
6.2
2017
6.9
2012
5.0
2017
16.9
2016
7.1
2017
Worst
Year
-12.3
2015
-5.1
2013
-12.7
2020
-8.4
2013
-12.1
2012
-9.1
2021
-8.7
2015
-6.6
2018
-6.2
2021
-5.1
2018
-11.2
2015
-5.6
2018
Statistics calculated for the period Jan 2012 - Sep 2021

For further information about the seasonality, check the Asset Class Seasonality page.

Monthly Returns of United States Copper Index Fund (CPER) ETF:

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+15.28% 0.8 14.6 -1.9 11.4 5.2 -9.1 4.4 -2.5 -6.2
2020
+23.89% -10.0 0.6 -12.7 7.9 3.8 10.1 5.2 5.6 -1.4 1.2 12.7 1.9
2019
+6.69% 5.7 6.0 -0.5 -0.8 -9.4 3.0 -1.5 -4.2 0.8 2.5 0.7 5.4
2018
-21.94% -2.9 -2.4 -3.8 1.6 0.3 -4.3 -4.3 -6.6 5.1 -5.1 4.4 -5.6
2017
+28.81% 8.8 -1.1 -1.6 -2.4 -0.8 4.2 6.8 6.2 -4.3 5.0 -1.2 7.1
2016
+14.58% -4.6 3.5 3.1 3.7 -7.6 4.2 0.8 -6.2 5.8 -0.3 16.9 -3.2
2015
-24.97% -12.3 7.8 3.4 4.2 -4.5 -4.4 -8.7 -2.5 -0.9 -1.2 -11.2 4.2
2014
-16.94% -6.3 0.3 -4.6 -0.4 3.1 1.6 2.5 -1.5 -6.2 1.0 -5.9 -1.5
2013
-8.44% 4.6 -5.1 -3.3 -8.4 3.1 -7.0 1.1 3.4 1.7 0.3 -2.9 4.8
2012
+2.08% 11.0 0.1 -0.4 -0.6 -12.1 -0.8 2.9 0.0 6.9 -4.8 2.4 -1.0
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