IGR vs CPER

Comparison between CBRE Global Real Estate Income Fund (IGR, ETF) and United States Copper Index Fund (CPER, ETF).

5-Year PerformanceCPER has outperformed IGR, delivering a return of +6.5% compared to -1.0%

IGR vs CPER - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGR(ETF)	CPER(ETF)
Net Assets	$710M	$701M
Expense Ratio	N/A	0.88%
Max Drawdown	90.88%	54.04%
Sharpe Ratio	0.06	0.72
5Y Beta	0.63	0.74
5Y Dividends CAGR	5.39%	N/A

Net Assets

Winner

IGR

$710M

CPER

$701M

Expense Ratio

IGR

N/A

CPER

0.88%

Max Drawdown

IGR

90.88%

Winner

CPER

54.04%

Sharpe Ratio

IGR

0.06

Winner

CPER

0.72

5Y Beta

Winner

IGR

0.63

CPER

0.74

5Y Dividends CAGR

IGR

5.39%

CPER

N/A

IGR vs CPER - Historical Returns

Returns include dividend reinvestment.

Period	IGR	CPER
1 month	-2.99%	+4.82%
3 months	-2.49%	+7.03%
6 months	+10.74%	+14.18%
1 year	+2.85%	+23.80%
5 years(CAGR)	-0.96%	+6.47%
10 years(CAGR)	+4.91%	+10.50%
Max(CAGR)	+4.76%	+2.88%

IGR

-2.99%

Winner

CPER

+4.82%

IGR

-2.49%

Winner

CPER

+7.03%

IGR

+10.74%

Winner

CPER

+14.18%

IGR

+2.85%

Winner

CPER

+23.80%

5Y(CAGR)

IGR

-0.96%

Winner

CPER

+6.47%

10Y(CAGR)

IGR

+4.91%

Winner

CPER

+10.50%

Max(CAGR)

Winner

IGR

+4.76%

CPER

+2.88%

IGR vs CPER - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	IGR	CPER
2026	+10.20%	+8.86%
2025	+5.54%	+38.07%
2024	+0.51%	+5.05%
2023	+5.89%	+5.92%
2022	-35.42%	-14.35%
2021	+57.03%	+23.46%
2020	-5.27%	+22.81%
2019	+40.56%	+7.74%
2018	-15.50%	-21.40%
2017	+16.07%	+29.67%
2016	+5.06%	+17.97%
2015	-9.35%	-24.97%
2014	+20.54%	-16.53%
2013	-7.17%	-11.96%
2012	+36.46%	-0.59%
2011	-6.85%	-2.70%
2010	+30.16%	N/A
2009	+68.60%	N/A
2008	-68.50%	N/A
2007	-29.63%	N/A
2006	+74.71%	N/A
2005	+19.84%	N/A
2004	+6.49%	N/A

IGR vs CPER Drawdown Comparison

The maximum drawdown for IGR was -87.09%, occurring on Mar 9, 2009. Recovery took 3206 trading sessions.

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

The current IGR drawdown is -17.44%. The current CPER drawdown is -6.21%.

Rank	IGR	CPER
#1	-87.09% Dec 29, 2006 - Sep 26, 2019	-54.04% Feb 9, 2012 - May 6, 2021
#2	-54.29% Feb 18, 2020 - Mar 26, 2021	-34.75% Mar 4, 2022 - May 15, 2024
#3	-50.87% Dec 31, 2021 - Oct 27, 2023	-24.77% Jul 24, 2025 - Jan 5, 2026
#4	-25.36% Mar 5, 2004 - Dec 2, 2004	-21.47% Mar 26, 2025 - Jul 8, 2025
#5	-10.92% May 10, 2006 - Jul 25, 2006	-21.26% May 21, 2024 - Mar 19, 2025
#6	-10.76% Sep 3, 2021 - Nov 8, 2021	-16.49% May 11, 2021 - Mar 4, 2022
#7	-10.29% Aug 3, 2005 - Dec 8, 2005	-16.43% Jan 29, 2026 - May 11, 2026
#8	-8.84% Apr 6, 2006 - May 10, 2006	-8.18% Dec 9, 2011 - Jan 12, 2012
#9	-8.51% Nov 1, 2006 - Nov 29, 2006	-6.95% May 12, 2026 - Jun 2, 2026
#10	-8.39% Mar 4, 2005 - Apr 27, 2005	-6.71% Nov 16, 2011 - Nov 30, 2011
#11	-6.68% Dec 31, 2004 - Feb 15, 2005	-6.21% Jun 2, 2026 - Jun 5, 2026
#12	-4.60% Nov 12, 2021 - Dec 7, 2021	-4.91% Jan 14, 2026 - Jan 29, 2026
#13	-4.57% Jan 9, 2006 - Feb 2, 2006	-4.27% Jan 6, 2026 - Jan 14, 2026
#14	-4.45% Apr 29, 2021 - May 20, 2021	-3.19% Jan 27, 2012 - Feb 3, 2012
#15	-3.96% Jun 14, 2021 - Jul 12, 2021	-1.87% Jul 10, 2025 - Jul 21, 2025