CPER vs PEO

Comparison between United States Copper Index Fund (CPER, ETF) and Adams Natural Resources Fund Inc (PEO, ETF).

5-Year PerformancePEO has outperformed CPER, delivering a return of +18.2% compared to +7.1%

CPER vs PEO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CPER(ETF)	PEO(ETF)
Net Assets	$800M	$797M
Expense Ratio	0.88%	N/A
Max Drawdown	54.04%	86.24%
Sharpe Ratio	0.87	1.49
5Y Beta	0.75	0.53
5Y Dividends CAGR	N/A	28.22%

Net Assets

Winner

CPER

$800M

PEO

$797M

Expense Ratio

CPER

0.88%

PEO

N/A

Max Drawdown

Winner

CPER

54.04%

PEO

86.24%

Sharpe Ratio

CPER

0.87

Winner

PEO

1.49

5Y Beta

CPER

0.75

Winner

PEO

0.53

5Y Dividends CAGR

CPER

N/A

PEO

28.22%

CPER vs PEO - Historical Returns

Returns include dividend reinvestment.

Period	CPER	PEO
1 month	-2.20%	-0.96%
3 months	+11.19%	-1.31%
6 months	+20.47%	+23.81%
1 year	+30.70%	+31.88%
5 years(CAGR)	+7.15%	+18.25%
10 years(CAGR)	+11.37%	+10.18%
Max(CAGR)	+3.15%	+7.83%

CPER

-2.20%

Winner

PEO

-0.96%

Winner

CPER

+11.19%

PEO

-1.31%

CPER

+20.47%

Winner

PEO

+23.81%

CPER

+30.70%

Winner

PEO

+31.88%

5Y(CAGR)

CPER

+7.15%

Winner

PEO

+18.25%

10Y(CAGR)

Winner

CPER

+11.37%

PEO

+10.18%

Max(CAGR)

CPER

+3.15%

Winner

PEO

+7.83%

CPER vs PEO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CPER	PEO
2026	+13.06%	+22.01%
2025	+38.07%	+8.90%
2024	+5.05%	+11.91%
2023	+5.92%	+3.91%
2022	-14.35%	+39.27%
2021	+23.46%	+53.52%
2020	+22.81%	-27.08%
2019	+7.74%	+18.97%
2018	-21.40%	-24.05%
2017	+29.67%	+3.47%
2016	+17.97%	+21.94%
2015	-24.97%	-20.12%
2014	-16.53%	-5.87%
2013	-11.96%	+19.97%
2012	-0.59%	+1.70%
2011	-2.70%	-2.82%
2010	N/A	+16.74%
2009	N/A	+22.89%
2008	N/A	-42.98%
2007	N/A	+32.34%
2006	N/A	+12.95%
2005	N/A	+34.04%
2004	N/A	+15.02%
2003	N/A	+29.79%
2002	N/A	-12.73%
2001	N/A	-9.45%
2000	N/A	+35.62%
1999	N/A	-2.66%

CPER vs PEO Drawdown Comparison

The maximum drawdown for CPER was -54.04%, occurring on Jan 15, 2016. Recovery took 2324 trading sessions.

The maximum drawdown for PEO was -71.90%, occurring on Mar 18, 2020. Recovery took 1896 trading sessions.

The current CPER drawdown is -2.59%. The current PEO drawdown is -7.08%.

Rank	CPER	PEO
#1	-54.04% Feb 9, 2012 - May 6, 2021	-71.90% Jul 24, 2014 - Feb 2, 2022
#2	-34.75% Mar 4, 2022 - May 15, 2024	-59.45% May 20, 2008 - Apr 3, 2014
#3	-24.77% Jul 24, 2025 - Jan 5, 2026	-40.24% May 22, 2001 - Oct 6, 2004
#4	-21.47% Mar 26, 2025 - Jul 8, 2025	-24.30% Jun 8, 2022 - Jan 26, 2023
#5	-21.26% May 21, 2024 - Mar 19, 2025	-18.84% Nov 22, 2024 - Dec 1, 2025
#6	-16.49% May 11, 2021 - Mar 4, 2022	-16.37% Jan 26, 2023 - Aug 9, 2023
#7	-16.43% Jan 29, 2026 - May 11, 2026	-15.32% May 10, 2006 - Aug 9, 2006
#8	-8.18% Dec 9, 2011 - Jan 12, 2012	-15.27% Dec 26, 2007 - Apr 15, 2008
#9	-7.09% Jun 2, 2026 - Jun 10, 2026	-15.23% Sep 19, 2005 - Dec 12, 2005
#10	-6.95% May 12, 2026 - Jun 2, 2026	-14.93% Nov 17, 1999 - Mar 31, 2000
#11	-6.71% Nov 16, 2011 - Nov 30, 2011	-13.35% Jul 19, 2007 - Sep 21, 2007
#12	-4.91% Jan 14, 2026 - Jan 29, 2026	-12.60% Aug 9, 2006 - Nov 9, 2006
#13	-4.27% Jan 6, 2026 - Jan 14, 2026	-12.23% Mar 4, 2005 - Jun 20, 2005
#14	-3.19% Jan 27, 2012 - Feb 3, 2012	-11.80% Sep 5, 2023 - Mar 13, 2024
#15	-1.87% Jul 10, 2025 - Jul 21, 2025	-11.79% Oct 12, 2000 - Jan 25, 2001