CPER copper fund assets surge 281% to $730M; futures holdings triple amid strong 2025 returns

Filed May 8, 2026 · Period ending March 31, 2026 · Compared to 10-Q May 9, 2025 · ~1 min read

Key Changes

• high

  CPER's assets under management grew from $192M to $730M (281% increase), with futures contract holdings tripling from 1,575 to 5,037 on COMEX, reflecting substantial investor demand for copper exposure.

  MD&A: Fund Assets verify on EDGAR →
• high

  The SCI copper index delivered 39.49% returns in 2025, up from 25.23% YTD through Q1 2025, though pulled back 1.32% in Q1 2026. Long-term risk-adjusted returns declined with Sharpe ratio falling from 0.65 to 0.47.

  MD&A: Performance verify on EDGAR →
• medium

  Court dismissed Lucas class action complaint without prejudice in September 2025; plaintiff filed motion to amend in November 2025 which defendants opposed and remains pending before the court.

  Legal Proceedings verify on EDGAR →