Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPER (United States Copper Index Fund) | 13.64% | 30.22% | 19.73% | 7.38% | 10.97% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/15/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPER (United States Copper Index Fund) | 11/15/2011 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.72 | 30.22 | 19.73 | 7.38 | 10.97 | NA | NA | … | … | 13.64 | 42.33 | 6.84 | 4.55 | -15.14 | 25.22 | 23.89 | 6.66 | -21.91 | 28.80 | 14.58 | -24.96 | -16.96 | -8.45 | 2.09 | -2.70 |
| Sharpe Ratio | NA | 0.86 | 0.59 | 0.13 | 0.37 | NA | NA | … | … | 0.84 | 1.13 | 0.01 | 0.02 | -0.60 | 0.98 | 0.97 | 0.34 | -1.17 | 1.39 | 0.55 | -0.73 | -1.00 | -0.35 | 0.08 | -0.63 |
| Standard Deviation(%) | NA | 35.62 | 28.17 | 27.25 | 24.40 | NA | NA | … | … | 32.34 | 35.75 | 22.41 | 19.00 | 27.85 | 25.65 | 24.29 | 15.65 | 19.85 | 20.30 | 26.11 | 34.19 | 16.99 | 24.16 | 25.08 | 31.74 |
| Draw Down(%) | NA | 24.77 | 24.77 | 34.75 | 38.42 | NA | NA | … | … | 16.43 | 24.77 | 21.26 | 15.49 | 34.75 | 16.49 | 27.53 | 14.67 | 22.50 | 11.86 | 12.07 | 32.29 | 17.42 | 21.00 | 17.93 | 8.18 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/15/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPER (United States Copper Index Fund) |
-19.55%
Jan 2013 – Jan 2016 |
-8.92%
Apr 2012 – Apr 2017 |
-2.33%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPER (United States Copper Index Fund) |
21.63%
Mar 2020 – Mar 2023 |
17.92%
Mar 2020 – Mar 2025 |
10.82%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart