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United States Copper Index Fund, LP CPER

Copper · USCF Investments · PCX · USD
$38.63
+0.09 (+0.23%) day
Day 38.32 — 38.80
Vol 349,820 · avg 304,020
+8.34% YTD
📊 Investment Snapshot Caution
52-Week Range 84% of range — Near 52W High
$27.08 $40.78
Performance Returns
1M -2.3%
3M +3.7%
6M +4.7%
YTD +10.4%
3Y +58.8%
5Y +41.1%
Fund Quality
  • Expense Ratio (TER) 0.88% · Fair — moderate costs
  • AUM (Fund Size) 737.9M · Mid-size fund
  • Distribution Yield 0.00% · Growth-focused (no yield)
  • Long-Term Track Record 3Y avg +16.8%/yr · 5Y avg +8.1%/yr
Risk Assessment
  • Annual Volatility 34.2% · Very High
  • Worst 1-Year Drawdown -24.8% · Significant — prepare for deep dips
  • Risk-Adjusted Return Sharpe 0.54 · Fair

Auto-generated from fund data and price history. Not investment advice — verify with the fund issuer's factsheet before investing.

About This Fund

The fund seeks to achieve its investment objective by investing in the Benchmark Component Copper Futures Contracts. The SCI is designed to reflect the performance of the investment returns from a portfolio of copper futures contracts on the Commodity Exchange, Inc. exchange ("COMEX").

Investment Strategy & Highlights

Curated from issuer disclosures, fund factsheets, and public market data. Figures are illustrative and not investment advice.

Key Facts

Expense Ratio
0.88%
Total Assets (AUM)
737.94 M
NAV
38.57
Yield
0.00%
52W High / Low
40.78 / 27.08
3Y Avg Return
16.78%
5Y Avg Return
8.10%
Category
Commodities Focused

Performance Returns

1M
-2.33%
3M
+3.68%
6M
+4.75%
YTD
+10.43%
3Y
+58.78%
5Y
+41.09%

Total price return over each window. 3Y/5Y use weekly close history; shorter windows use daily closes.

Risk & Volatility

Volatility (ann.)
34.2%
Max Drawdown (1Y)
-24.8%
Sharpe-like
0.54
Beta
0.52

Volatility = stdev of daily returns × √252. Sharpe-like = annualized mean / annualized vol (rf = 0%). Educational estimates from 1-year price history.

Technical Trend

SMA 20
37.82
SMA 50
38.36
SMA 200
35.15
RSI (14)
72.3

Signal: Bullish (price > SMA50 > SMA200)

Computed from daily close history. SMA-50 above SMA-200 is the classic “golden cross” trend regime. RSI > 70 overbought · RSI < 30 oversold.

PROS

No notable strengths flagged.

CONS

  • Overbought short-term (RSI 72).

* The pros and cons are auto-generated from fund metrics.

Price Chart

Robinhood TradingView

🔄 Similar Funds to Compare

This fund is in the Commodities Focused category. Compare with other funds in the same category on the Funds & ETFs page to find the best fit for your strategy.

💡 Pro Tips
  • Compare expense ratios — lower TER saves money
  • Check 1Y/3Y/5Y returns — consistency matters
  • Review AUM — larger funds have better liquidity
  • Look at holdings overlap — avoid duplication
✓ This Fund
Expense Ratio: 0.88%
Category: Commodities Focused
Manager: USCF Investments
YTD Return: +8.34%

Top Holdings

Holdings data not available for this fund.

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