COPXGlobal X Copper Miners ETF

Grow my money16y track recordRanked #468 of 2,960 in this goal

Seeks to provide investment results that correspond generally to the price and yield performance of the Solactive Global Copper Miners Total Return Index.

By Global X Funds · Launched 2010

Annual Cost

0.65%

#3,297 of 5,562 · average

Fund Size

$8.0B

#319 of 5,562 · large

Return (1Y)Goal

+104.7%

Track Record

16 years

#779 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$21,995+119.9%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global ex-US

Strategy

Index tracking

Sector

Materials

Index tracked

Solactive Global Copper Miners Total Return Index

What it actually holds

By weight

Concentration

Top 10 holdings = 49.0% of fundmoderately concentrated

Lundin Mining Corporation

5.9%

Hudbay Minerals Inc.

5.3%

Zijin Mining Group Company Limited

5.3%

ANTOFAGASTA PLC

5.0%

KGHM POLSKA MIEDZ SPOLKA AKCYJNA

4.9%

FIRST QUANTUM MINERALS LTD.

4.9%

Sumitomo Metal Mining Co., Ltd.

4.7%

SOUTHERN COPPER CORPORATION

4.6%

Boliden AB

4.4%

CAPSTONE COPPER CORP

4.1%

Asset allocation

Stocks

100.0%

By sector

Basic Materials

96.7%

Industrials

3.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

44.0%High

Year-on-year price swings

Max drawdown

-65.4%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.87Decent risk-adjusted returns

Sortino (3Y)

1.26Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to provide investment results that correspond generally to the price and yield performance of the Solactive Global Copper Miners Total Return Index.
Strategy: Invests primarily in securities of the Solactive Global Copper Miners Total Return Index and companies economically tied to the copper mining industry. Uses a replication strategy to achieve investment results that correspond to the Underlying Index's performance.
Inception date: April 19, 2010
Fund family: Global X Funds