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Upturn AI SWOT - About
United States Copper Index Fund LP (CPER)
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Upturn Advisory Summary
10/24/2025: CPER (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 1.15% | Avg. Invested days 42 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.1 | 52 Weeks Range 24.70 - 33.11 | Updated Date 06/29/2025 |
52 Weeks Range 24.70 - 33.11 | Updated Date 06/29/2025 |
Upturn AI SWOT
United States Copper Index Fund LP
ETF Overview
Overview
The United States Copper Index Fund LP (CPER) is designed to track the performance of copper, offering investors exposure to the price movements of this industrial metal. It aims to reflect the returns of physical copper through futures contracts.
Reputation and Reliability
United States Commodity Funds LLC is a well-known issuer of commodity-based ETFs and ETNs with a track record of providing commodity exposure.
Management Expertise
The management team has experience in managing commodity-focused investment products, utilizing futures contracts to achieve their investment objectives.
Investment Objective
Goal
The fund's goal is to track the daily changes in percentage terms of its shares' per share net asset value (NAV) to reflect the daily changes in percentage terms of the SummerHaven Copper Index Total Return.
Investment Approach and Strategy
Strategy: The ETF aims to track the SummerHaven Copper Index Total Return by investing in copper futures contracts.
Composition The ETF's assets primarily consist of copper futures contracts.
Market Position
Market Share: CPER has a substantial market share in the copper ETF sector, but faces competition.
Total Net Assets (AUM): 146830000
Competitors
Key Competitors
- JJCB
- COPR
Competitive Landscape
The competitive landscape for copper ETFs is relatively concentrated, with CPER holding a dominant position. Advantages of CPER include its first-mover status and significant AUM. Disadvantages include potential tracking error and the costs associated with rolling futures contracts. Competitors may offer alternative hedging strategies or access to different parts of the copper market.
Financial Performance
Historical Performance: Historical performance can vary depending on copper prices, with volatile swings. Past performance is not indicative of future results.
Benchmark Comparison: CPER's performance is typically compared to the SummerHaven Copper Index Total Return, with deviations possible due to futures contract rolling and expenses.
Expense Ratio: 0.85
Liquidity
Average Trading Volume
CPER has moderate trading volume, ensuring relatively easy entry and exit for most investors.
Bid-Ask Spread
The bid-ask spread is typically small, making it cost-effective to trade.
Market Dynamics
Market Environment Factors
Factors such as global economic growth, industrial production, infrastructure spending, and supply disruptions impact copper prices, affecting CPER's value.
Growth Trajectory
The growth trajectory depends on global demand for copper and investor sentiment regarding the metal, it also depends on any change in the holdings strategy or the way the fund is traded.
Moat and Competitive Advantages
Competitive Edge
CPER's primary competitive advantage lies in its first-mover status and established market presence in the copper ETF space. Its ability to efficiently track the SummerHaven Copper Index Total Return provides investors direct exposure to copper price movements. A well-established trading history contributes to liquidity. Its established market position and significant AUM allow economies of scale, leading to lower expenses compared to emerging competitors. However, the fund is still exposed to risks involved in tracking indices based on copper prices.
Risk Analysis
Volatility
CPER's volatility can be high, reflecting the inherent volatility of copper prices.
Market Risk
Market risk includes price fluctuations in the copper market due to supply and demand imbalances, economic conditions, and geopolitical events.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking direct exposure to copper prices for diversification or hedging purposes, and understands commodity futures markets.
Market Risk
CPER is better suited for investors with a medium-term to long-term horizon who are comfortable with commodity price volatility and the complexities of futures contracts.
Summary
CPER provides investors with a convenient way to gain exposure to copper price movements through futures contracts. Its success is tied to the economic climate and the global demand for copper. However, CPER carries inherent risks related to commodity investing, including price volatility and the costs associated with rolling futures contracts. CPER has the largest market share in the copper ETF industry, but investors should consider the potential downsides of volatility and tracking error before investing. It is ideal for investors seeking a way to make an informed bet on copper and its future.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- United States Commodity Funds LLC
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About United States Copper Index Fund LP
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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).
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