United States Copper Index Fund (CPER): Rolling Returns

Data Source: from August 1988 to January 2024 (~36 years)
Consolidated Returns as of 31 January 2024

Holding the United States Copper Index Fund (CPER) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~36 years), the longest period with a negative return lasted 242 months (from December 1988 to January 2009).

This means that every rolling period of 243 months or above has always granted a positive return.

To obtain comprehensive information, please consult the United States Copper Index Fund (CPER) ETF: Historical Returns page.

Previous vs subsequent Returns

Considering all 10-year rolling periods, is there a relationship between past and future returns, at a given date?

In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related.

Neighboring data is aggregated and occurrences are indicated. It is possible to zoom by clicking or drawing the desired area

UNITED STATES COPPER INDEX FUND (CPER) ETF
Previous vs Next Returns - 10 Years annualized
Updated to January 2024

The annualized return of the last 10 years has been 1.20% (updated at Jan 31, 2024).

Rolling Returns

A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.

UNITED STATES COPPER INDEX FUND (CPER) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 February 1994 - 31 January 2024 (30 Years)
Data Source: 1 August 1988 - 31 January 2024 (~36 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -60.38 03/2008
02/2009
0.39$ -20.45 0.79$ 1.20 1.01$ 37.72 1.37$ 146.94 06/2005
05/2006
2.46$ -5.66 48.71%
2Y -30.09 01/2007
12/2008
0.48$ -14.08 0.73$ -0.65 0.98$ 32.89 1.76$ 78.39 01/2009
12/2010
3.18$ -4.46 51.63%
3Y -19.55 02/2013
01/2016
0.52$ -11.70 0.68$ 1.92 1.05$ 26.40 2.01$ 68.27 06/2003
05/2006
4.76$ 3.35 45.23%
4Y -18.28 04/1995
03/1999
0.44$ -9.35 0.67$ 1.78 1.07$ 16.98 1.87$ 51.93 08/2002
07/2006
5.32$ 11.27 44.41%
5Y -15.26 02/2011
01/2016
0.43$ -7.80 0.66$ 2.19 1.11$ 16.59 2.15$ 40.63 10/2002
09/2007
5.50$ 6.85 44.19%
6Y -11.41 11/1995
10/2001
0.48$ -6.75 0.65$ 2.84 1.18$ 18.84 2.81$ 33.34 10/2001
09/2007
5.61$ 2.84 44.98%
7Y -10.01 01/1995
12/2001
0.47$ -5.78 0.65$ 3.05 1.23$ 21.36 3.87$ 29.03 06/1999
05/2006
5.95$ 4.50 42.24%
8Y -8.34 01/1995
12/2002
0.49$ -5.76 0.62$ 3.42 1.30$ 20.21 4.36$ 26.00 01/2003
12/2010
6.35$ 7.44 38.49%
9Y -8.46 04/2011
03/2020
0.45$ -3.85 0.70$ 2.64 1.26$ 17.94 4.41$ 23.36 01/2002
12/2010
6.61$ 4.22 33.99%
10Y -6.25 06/2006
05/2016
0.52$ -2.38 0.78$ 4.52 1.55$ 15.87 4.36$ 20.77 08/2001
07/2011
6.59$ 1.20 29.88%
11Y -4.40 07/2008
06/2019
0.60$ -1.28 0.86$ 5.15 1.73$ 14.63 4.48$ 17.14 04/1999
03/2010
5.70$ -0.71 27.51%
12Y -5.57 04/2008
03/2020
0.50$ -1.77 0.80$ 6.45 2.11$ 12.94 4.30$ 17.86 03/1999
02/2011
7.18$ -0.97 22.12%
13Y -3.96 05/2007
04/2020
0.59$ -0.22 0.97$ 7.35 2.51$ 11.79 4.26$ 14.95 03/1999
02/2012
6.11$ -1.93 16.59%
14Y -3.76 06/2006
05/2020
0.58$ 0.58 1.08$ 7.50 2.75$ 10.37 3.97$ 13.25 02/1999
01/2013
5.71$ 0.76 9.33%
15Y -1.57 10/2007
09/2022
0.78$ 1.66 1.27$ 6.56 2.59$ 9.50 3.90$ 11.08 03/1999
02/2014
4.83$ 5.82 6.63%
16Y -1.17 10/2006
09/2022
0.82$ 3.20 1.65$ 6.96 2.93$ 8.68 3.78$ 9.83 11/2001
10/2017
4.48$ 0.18 7.69%
17Y -0.93 06/2006
05/2023
0.85$ 5.46 2.46$ 6.57 2.95$ 7.56 3.45$ 10.17 03/1994
02/2011
5.18$ 1.61 3.82%
18Y 2.34 02/2006
01/2024
1.51$ 4.58 2.23$ 6.01 2.85$ 7.64 3.76$ 9.71 05/2003
04/2021
5.29$ 2.34 0.00%
19Y 2.65 06/1997
05/2016
1.64$ 4.21 2.18$ 5.73 2.88$ 8.14 4.42$ 9.55 08/2002
07/2021
5.66$ 4.52 0.00%
20Y 1.87 12/1995
11/2015
1.44$ 3.45 1.97$ 5.90 3.14$ 7.87 4.54$ 9.41 11/2001
10/2021
6.04$ 5.69 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -60.39 03/2008
02/2009
0.39$ -22.28 0.77$ -1.09 0.98$ 33.89 1.33$ 137.50 06/2005
05/2006
2.37$ -8.50 51.58%
2Y -31.47 01/2007
12/2008
0.46$ -15.76 0.70$ -3.32 0.93$ 28.96 1.66$ 74.68 01/2009
12/2010
3.05$ -8.77 56.38%
3Y -21.03 01/1996
12/1998
0.49$ -13.07 0.65$ -0.70 0.97$ 22.99 1.86$ 62.98 06/2003
05/2006
4.32$ -2.18 51.69%
4Y -20.03 04/1995
03/1999
0.40$ -11.34 0.61$ -0.25 0.98$ 15.08 1.75$ 47.45 08/2002
07/2006
4.72$ 6.40 50.80%
5Y -16.47 02/2011
01/2016
0.40$ -9.64 0.60$ -0.26 0.98$ 13.70 1.90$ 36.67 10/2002
09/2007
4.76$ 2.58 50.83%
6Y -13.55 10/1995
09/2001
0.41$ -8.79 0.57$ -0.14 0.99$ 15.86 2.41$ 29.88 10/2001
09/2007
4.79$ -0.84 50.17%
7Y -12.13 01/1995
12/2001
0.40$ -7.24 0.59$ 0.95 1.06$ 18.27 3.23$ 25.53 06/1999
05/2006
4.91$ 0.97 46.21%
8Y -10.51 01/1995
12/2002
0.41$ -7.36 0.54$ 1.00 1.08$ 17.09 3.53$ 22.99 01/2003
12/2010
5.23$ 3.95 44.91%
9Y -9.93 04/2011
03/2020
0.39$ -5.61 0.59$ 0.35 1.03$ 15.04 3.52$ 20.42 01/2002
12/2010
5.32$ 1.06 49.01%
10Y -7.86 06/2006
05/2016
0.44$ -4.10 0.65$ 2.03 1.22$ 13.09 3.42$ 17.91 08/2001
07/2011
5.19$ -1.54 44.81%
11Y -5.79 08/2011
07/2022
0.51$ -3.41 0.68$ 2.77 1.35$ 11.85 3.42$ 14.32 03/2000
02/2011
4.35$ -3.29 36.68%
12Y -7.06 04/2008
03/2020
0.41$ -3.97 0.61$ 4.31 1.65$ 10.27 3.23$ 14.97 03/1999
02/2011
5.33$ -3.47 27.19%
13Y -5.56 05/2007
04/2020
0.47$ -2.36 0.73$ 5.12 1.91$ 9.08 3.09$ 12.10 03/1999
02/2012
4.41$ -4.44 28.78%
14Y -5.40 06/2006
05/2020
0.45$ -1.40 0.82$ 5.10 2.00$ 7.76 2.84$ 10.53 02/1999
01/2013
4.06$ -1.75 25.39%
15Y -3.85 10/2007
09/2022
0.55$ -0.60 0.91$ 4.31 1.88$ 7.02 2.76$ 8.47 01/1999
12/2013
3.38$ 3.18 16.02%
16Y -3.49 10/2006
09/2022
0.56$ 1.00 1.17$ 4.51 2.02$ 6.28 2.65$ 7.60 11/2001
10/2017
3.22$ -2.16 13.02%
17Y -3.30 06/2006
05/2023
0.56$ 3.04 1.66$ 4.30 2.04$ 5.31 2.40$ 7.52 03/1994
02/2011
3.43$ -0.87 7.64%
18Y -0.14 02/2006
01/2024
0.97$ 2.20 1.48$ 3.71 1.92$ 5.42 2.58$ 7.44 05/2003
04/2021
3.63$ -0.14 0.69%
19Y 0.49 06/1997
05/2016
1.09$ 1.87 1.42$ 3.46 1.90$ 5.82 2.92$ 7.20 08/2002
07/2021
3.74$ 1.91 0.00%
20Y -0.33 12/1995
11/2015
0.93$ 1.15 1.25$ 3.61 2.03$ 5.31 2.81$ 7.02 11/2001
10/2021
3.88$ 3.04 0.83%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -60.38 03/2008
02/2009
0.39$ -20.45 0.79$ -0.70 0.99$ 34.09 1.34$ 146.94 06/2005
05/2006
2.46$ -5.66 51.08%
2Y -30.09 01/2007
12/2008
0.48$ -13.55 0.74$ -2.44 0.95$ 29.55 1.67$ 78.39 01/2009
12/2010
3.18$ -4.46 54.34%
3Y -19.55 02/2013
01/2016
0.52$ -11.28 0.69$ 1.89 1.05$ 19.59 1.71$ 68.27 06/2003
05/2006
4.76$ 3.35 45.52%
4Y -18.28 04/1995
03/1999
0.44$ -9.20 0.67$ 1.78 1.07$ 13.21 1.64$ 51.93 08/2002
07/2006
5.32$ 11.27 44.85%
5Y -15.26 02/2011
01/2016
0.43$ -7.66 0.67$ 1.29 1.06$ 14.58 1.97$ 40.63 10/2002
09/2007
5.50$ 6.85 46.59%
6Y -11.41 11/1995
10/2001
0.48$ -6.46 0.66$ 0.57 1.03$ 17.63 2.64$ 33.34 10/2001
09/2007
5.61$ 2.84 48.45%
7Y -10.01 01/1995
12/2001
0.47$ -5.67 0.66$ 0.18 1.01$ 19.32 3.44$ 29.03 06/1999
05/2006
5.95$ 4.50 49.85%
8Y -8.34 01/1995
12/2002
0.49$ -5.60 0.63$ 0.09 1.00$ 18.65 3.92$ 26.00 01/2003
12/2010
6.35$ 7.44 49.85%
9Y -8.46 04/2011
03/2020
0.45$ -4.84 0.63$ 0.51 1.04$ 16.77 4.03$ 23.36 01/2002
12/2010
6.61$ 4.22 47.34%
10Y -8.16 01/1989
12/1998
0.42$ -3.54 0.69$ 0.91 1.09$ 14.70 3.93$ 20.77 08/2001
07/2011
6.59$ 1.20 43.65%
11Y -5.93 10/1990
09/2001
0.51$ -3.11 0.70$ 2.72 1.34$ 13.87 4.17$ 17.14 04/1999
03/2010
5.70$ -0.71 39.32%
12Y -5.61 09/1989
08/2001
0.50$ -3.07 0.68$ 3.92 1.58$ 12.47 4.09$ 17.86 03/1999
02/2011
7.18$ -0.97 31.45%
13Y -6.26 01/1989
12/2001
0.43$ -2.06 0.76$ 5.60 2.02$ 11.33 4.03$ 14.95 03/1999
02/2012
6.11$ -1.93 23.62%
14Y -5.55 01/1989
12/2002
0.44$ 0.11 1.01$ 6.60 2.44$ 10.28 3.93$ 13.25 02/1999
01/2013
5.71$ 0.76 14.29%
15Y -3.20 12/1988
11/2003
0.61$ 0.74 1.11$ 6.42 2.54$ 9.41 3.85$ 11.08 03/1999
02/2014
4.83$ 5.82 8.91%
16Y -1.17 10/2006
09/2022
0.82$ 2.10 1.39$ 6.73 2.83$ 8.52 3.70$ 9.83 11/2001
10/2017
4.48$ 0.18 7.23%
17Y -0.93 06/2006
05/2023
0.85$ 3.67 1.84$ 6.53 2.92$ 7.60 3.47$ 10.37 01/1994
12/2010
5.35$ 1.61 2.69%
18Y 0.92 01/1991
12/2008
1.17$ 4.54 2.22$ 6.19 2.94$ 7.93 3.95$ 9.71 05/2003
04/2021
5.29$ 2.34 0.00%
19Y 1.41 01/1990
12/2008
1.30$ 4.13 2.15$ 5.97 3.01$ 7.93 4.26$ 9.55 08/2002
07/2021
5.66$ 4.52 0.00%
20Y -0.54 01/1989
12/2008
0.89$ 3.50 1.98$ 6.07 3.25$ 7.58 4.30$ 9.41 11/2001
10/2021
6.04$ 5.69 1.07%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -60.39 03/2008
02/2009
0.39$ -22.53 0.77$ -3.58 0.96$ 30.25 1.30$ 137.50 06/2005
05/2006
2.37$ -8.50 54.22%
2Y -31.47 01/2007
12/2008
0.46$ -15.44 0.71$ -4.88 0.90$ 25.38 1.57$ 74.68 01/2009
12/2010
3.05$ -8.77 58.56%
3Y -21.03 01/1996
12/1998
0.49$ -13.27 0.65$ -0.82 0.97$ 16.99 1.60$ 62.98 06/2003
05/2006
4.32$ -2.18 52.94%
4Y -20.03 04/1995
03/1999
0.40$ -11.39 0.61$ -0.52 0.97$ 10.82 1.50$ 47.45 08/2002
07/2006
4.72$ 6.40 51.19%
5Y -16.47 02/2011
01/2016
0.40$ -9.51 0.60$ -1.88 0.90$ 12.27 1.78$ 36.67 10/2002
09/2007
4.76$ 2.58 57.49%
6Y -13.55 10/1995
09/2001
0.41$ -8.35 0.59$ -1.91 0.89$ 14.71 2.27$ 29.88 10/2001
09/2007
4.79$ -0.84 58.87%
7Y -12.13 01/1995
12/2001
0.40$ -7.44 0.58$ -2.26 0.85$ 16.31 2.87$ 25.53 06/1999
05/2006
4.91$ 0.97 55.69%
8Y -10.51 01/1995
12/2002
0.41$ -7.69 0.52$ -2.28 0.83$ 15.60 3.18$ 22.99 01/2003
12/2010
5.23$ 3.95 55.89%
9Y -10.49 01/1989
12/1997
0.36$ -6.87 0.52$ -1.87 0.84$ 14.06 3.26$ 20.42 01/2002
12/2010
5.32$ 1.06 59.56%
10Y -10.96 01/1989
12/1998
0.31$ -5.87 0.54$ -1.52 0.85$ 11.80 3.05$ 17.91 08/2001
07/2011
5.19$ -1.54 56.35%
11Y -8.43 10/1990
09/2001
0.37$ -5.34 0.54$ 0.64 1.07$ 11.25 3.23$ 14.32 03/2000
02/2011
4.35$ -3.29 47.12%
12Y -8.37 10/1989
09/2001
0.35$ -4.91 0.54$ 1.87 1.24$ 9.80 3.07$ 14.97 03/1999
02/2011
5.33$ -3.47 38.87%
13Y -9.00 01/1989
12/2001
0.29$ -4.15 0.57$ 3.30 1.52$ 8.60 2.92$ 12.10 03/1999
02/2012
4.41$ -4.44 36.53%
14Y -8.27 01/1989
12/2002
0.29$ -2.17 0.73$ 3.88 1.70$ 7.64 2.80$ 10.53 02/1999
01/2013
4.06$ -1.75 32.05%
15Y -5.94 12/1988
11/2003
0.39$ -1.52 0.79$ 4.01 1.80$ 6.94 2.73$ 8.47 01/1999
12/2013
3.38$ 3.18 22.67%
16Y -3.49 10/2006
09/2022
0.56$ -0.56 0.91$ 4.22 1.93$ 6.04 2.55$ 7.60 11/2001
10/2017
3.22$ -2.16 16.60%
17Y -3.30 06/2006
05/2023
0.56$ 1.00 1.18$ 4.04 1.96$ 5.31 2.40$ 7.74 01/1994
12/2010
3.55$ -0.87 9.42%
18Y -1.60 01/1991
12/2008
0.74$ 2.08 1.44$ 3.65 1.90$ 5.57 2.65$ 7.44 05/2003
04/2021
3.63$ -0.14 2.84%
19Y -1.30 01/1990
12/2008
0.77$ 1.69 1.37$ 3.53 1.93$ 5.53 2.78$ 7.20 08/2002
07/2021
3.74$ 1.91 3.02%
20Y -3.29 01/1989
12/2008
0.51$ 1.11 1.24$ 3.63 2.04$ 4.96 2.63$ 7.02 11/2001
10/2021
3.88$ 3.04 4.28%
Annualized rolling and percentiles/median returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return -0.70% +146.94%
Jun 2005 - May 2006
-60.38%
Mar 2008 - Feb 2009
51.08%
212 out of 415
US Inflation Adjusted -3.58% +137.50%
Jun 2005 - May 2006
-60.39%
Mar 2008 - Feb 2009
54.22%
225 out of 415
1 Year Annualized Rolling Returns
Timeframes ending in every month
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 2 Years (24 months)

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Median Best Worst Negative Periods
Annualized Rolling Return -2.44% +78.39%
Jan 2009 - Dec 2010
-30.09%
Jan 2007 - Dec 2008
54.34%
219 out of 403
US Inflation Adjusted -4.88% +74.68%
Jan 2009 - Dec 2010
-31.47%
Jan 2007 - Dec 2008
58.56%
236 out of 403
2 Years Annualized Rolling Returns
Timeframes ending in every month
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 3 Years (36 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +1.89% +68.27%
Jun 2003 - May 2006
-19.55%
Feb 2013 - Jan 2016
45.52%
178 out of 391
US Inflation Adjusted -0.82% +62.98%
Jun 2003 - May 2006
-21.03%
Jan 1996 - Dec 1998
52.94%
207 out of 391
3 Years Annualized Rolling Returns
Timeframes ending in every month
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 4 Years (48 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +1.78% +51.93%
Aug 2002 - Jul 2006
-18.28%
Apr 1995 - Mar 1999
44.85%
170 out of 379
US Inflation Adjusted -0.52% +47.45%
Aug 2002 - Jul 2006
-20.03%
Apr 1995 - Mar 1999
51.19%
194 out of 379
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 5 Years (60 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +1.29% +40.63%
Oct 2002 - Sep 2007
-15.26%
Feb 2011 - Jan 2016
46.59%
171 out of 367
US Inflation Adjusted -1.88% +36.67%
Oct 2002 - Sep 2007
-16.47%
Feb 2011 - Jan 2016
57.49%
211 out of 367
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 6 Years (72 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +0.57% +33.34%
Oct 2001 - Sep 2007
-11.41%
Nov 1995 - Oct 2001
48.45%
172 out of 355
US Inflation Adjusted -1.91% +29.88%
Oct 2001 - Sep 2007
-13.55%
Oct 1995 - Sep 2001
58.87%
209 out of 355
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 7 Years (84 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +0.18% +29.03%
Jun 1999 - May 2006
-10.01%
Jan 1995 - Dec 2001
49.85%
171 out of 343
US Inflation Adjusted -2.26% +25.53%
Jun 1999 - May 2006
-12.13%
Jan 1995 - Dec 2001
55.69%
191 out of 343
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 8 Years (96 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +0.09% +26.00%
Jan 2003 - Dec 2010
-8.34%
Jan 1995 - Dec 2002
49.85%
165 out of 331
US Inflation Adjusted -2.28% +22.99%
Jan 2003 - Dec 2010
-10.51%
Jan 1995 - Dec 2002
55.89%
185 out of 331
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 9 Years (108 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +0.51% +23.36%
Jan 2002 - Dec 2010
-8.46%
Apr 2011 - Mar 2020
47.34%
151 out of 319
US Inflation Adjusted -1.87% +20.42%
Jan 2002 - Dec 2010
-10.49%
Jan 1989 - Dec 1997
59.56%
190 out of 319
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 10 Years (120 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +0.91% +20.77%
Aug 2001 - Jul 2011
-8.16%
Jan 1989 - Dec 1998
43.65%
134 out of 307
US Inflation Adjusted -1.52% +17.91%
Aug 2001 - Jul 2011
-10.96%
Jan 1989 - Dec 1998
56.35%
173 out of 307
10 Years Annualized Rolling Returns
Timeframes ending in every month
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 11 Years (132 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +2.72% +17.14%
Apr 1999 - Mar 2010
-5.93%
Oct 1990 - Sep 2001
39.32%
116 out of 295
US Inflation Adjusted +0.64% +14.32%
Mar 2000 - Feb 2011
-8.43%
Oct 1990 - Sep 2001
47.12%
139 out of 295
11 Years Annualized Rolling Returns
Timeframes ending in every month
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 12 Years (144 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +3.92% +17.86%
Mar 1999 - Feb 2011
-5.61%
Sep 1989 - Aug 2001
31.45%
89 out of 283
US Inflation Adjusted +1.87% +14.97%
Mar 1999 - Feb 2011
-8.37%
Oct 1989 - Sep 2001
38.87%
110 out of 283
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 13 Years (156 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.60% +14.95%
Mar 1999 - Feb 2012
-6.26%
Jan 1989 - Dec 2001
23.62%
64 out of 271
US Inflation Adjusted +3.30% +12.10%
Mar 1999 - Feb 2012
-9.00%
Jan 1989 - Dec 2001
36.53%
99 out of 271
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 14 Years (168 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.60% +13.25%
Feb 1999 - Jan 2013
-5.55%
Jan 1989 - Dec 2002
14.29%
37 out of 259
US Inflation Adjusted +3.88% +10.53%
Feb 1999 - Jan 2013
-8.27%
Jan 1989 - Dec 2002
32.05%
83 out of 259
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 15 Years (180 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.42% +11.08%
Mar 1999 - Feb 2014
-3.20%
Dec 1988 - Nov 2003
8.91%
22 out of 247
US Inflation Adjusted +4.01% +8.47%
Jan 1999 - Dec 2013
-5.94%
Dec 1988 - Nov 2003
22.67%
56 out of 247
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 16 Years (192 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.73% +9.83%
Nov 2001 - Oct 2017
-1.17%
Oct 2006 - Sep 2022
7.23%
17 out of 235
US Inflation Adjusted +4.22% +7.60%
Nov 2001 - Oct 2017
-3.49%
Oct 2006 - Sep 2022
16.60%
39 out of 235
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 17 Years (204 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.53% +10.37%
Jan 1994 - Dec 2010
-0.93%
Jun 2006 - May 2023
2.69%
6 out of 223
US Inflation Adjusted +4.04% +7.74%
Jan 1994 - Dec 2010
-3.30%
Jun 2006 - May 2023
9.42%
21 out of 223
17 Years Annualized Rolling Returns
Timeframes ending in every month
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 18 Years (216 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.19% +9.71%
May 2003 - Apr 2021
+0.92%
Jan 1991 - Dec 2008
0.00%
0 out of 211
US Inflation Adjusted +3.65% +7.44%
May 2003 - Apr 2021
-1.60%
Jan 1991 - Dec 2008
2.84%
6 out of 211
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 19 Years (228 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.97% +9.55%
Aug 2002 - Jul 2021
+1.41%
Jan 1990 - Dec 2008
0.00%
0 out of 199
US Inflation Adjusted +3.53% +7.20%
Aug 2002 - Jul 2021
-1.30%
Jan 1990 - Dec 2008
3.02%
6 out of 199
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 20 Years (240 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.07% +9.41%
Nov 2001 - Oct 2021
-0.54%
Jan 1989 - Dec 2008
1.07%
2 out of 187
US Inflation Adjusted +3.63% +7.02%
Nov 2001 - Oct 2021
-3.29%
Jan 1989 - Dec 2008
4.28%
8 out of 187
20 Years Annualized Rolling Returns
Timeframes ending in every month
20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the United States Copper Index Fund (CPER) ETF: Historical Returns page.