Last Update: 31 Dec 2020

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.

Capital Growth:
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Period Returns
Dec 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+1.88%
0.00%
1 - 0
3M
+16.20%
0.00%
3 - 0
6M
+27.30%
-1.37%
Sep 2020 - Sep 2020
5 - 1
YTD
+23.89%
24.82%
-20.98%
Jan 2020 - Mar 2020
9 - 3
1Y
+23.89%
24.82%
-20.98%
Jan 2020 - Mar 2020
9 - 3
3Y
+1.05%
annualized
19.18%
-34.19%
Jan 2018 - Mar 2020
20 - 16
5Y
+8.77%
annualized
19.21%
-34.19%
Jan 2018 - Mar 2020
33 - 27
MAX
01 Jan 2012
-1.32%
annualized
18.68%
-49.98%
Mar 2012 - Jan 2016
55 - 53

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns

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
-3.21% +44.53%
Sep 2016 - Aug 2017
-29.10%
Dec 2014 - Nov 2015
68.04%
2 Years
-3.96% +22.54%
Feb 2016 - Jan 2018
-21.06%
Jan 2014 - Dec 2015
67.06%
3 Years
-4.03% +9.32%
Mar 2016 - Feb 2019
-19.55%
Feb 2013 - Jan 2016
63.01%
5 Years
-3.38% +9.27%
Dec 2015 - Nov 2020
-8.92%
May 2012 - Apr 2017
87.76%
7 Years
-4.66% -0.34%
Dec 2013 - Nov 2020
-7.55%
Apr 2013 - Mar 2020
100.00%

* Annualized rolling and average returns over full calendar month periods

Seasonality and Yearly/Monthly Returns

United States Copper Index Fund (CPER) ETF Seasonality

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average -0.7 1.1 -2.3 0.5 -2.7 0.7 0.5 -0.6 0.9 -0.2 1.8 1.3
Best 11.0
2012
7.8
2015
3.4
2015
7.9
2020
3.8
2020
10.1
2020
6.8
2017
6.2
2017
6.9
2012
5.0
2017
16.9
2016
7.1
2017
Worst -12.3
2015
-5.1
2013
-12.7
2020
-8.4
2013
-12.1
2012
-7.0
2013
-8.7
2015
-6.6
2018
-6.2
2014
-5.1
2018
-11.2
2015
-5.6
2018
Gain
Frequency
44 67 22 44 44 56 67 44 56 56 56 56

Detail of Monthly Returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
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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