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DBO: Invesco DB Oil Fund (ETF)
Basic Info 15.91 0.06(0.38%) April 26
Asset Class: | Commodities Energy |
MyPlanIQ Rating: | (87%) |
Start Date: | 01/05/2007 |
Last Dividend Date: | 12/18/2023 |
12-Mo. Yield | 4.37% |
Expenses | 0.75% |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/05/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.9 | 14.4 | 16.2 | 14.9 | 8.9 | -5.1 | -0.9 | -1.7 | -4.4 | 13.0 | 60.7 | -21.0 | 28.0 | -15.2 | 4.9 | 7.0 | -42.4 | -43.3 | 6.8 | -9.2 | 1.2 | 2.4 | 42.9 | -44.1 | 48.6 |
Sharpe Ratio | NA | 2.68 | 0.17 | 0.35 | 0.21 | -0.2 | NA | -0.08 | -0.3 | 0.3 | 1.9 | -0.48 | 0.97 | -0.6 | 0.2 | 0.18 | -1.13 | -1.9 | 0.42 | -0.41 | 0.04 | 0.09 | 1.1 | -0.97 | 1.84 |
Draw Down(%) | NA | 5.8 | 21.2 | 37.4 | 52.8 | 82.6 | NA | 90.2 | 21.2 | 33.1 | 21.9 | 52.8 | 18.6 | 41.1 | 23.1 | 25.0 | 44.4 | 49.4 | 12.4 | 28.4 | 34.1 | 22.8 | 27.9 | 68.3 | 9.7 |
Standard Deviation(%) | NA | 16.0 | 26.7 | 32.4 | 34.8 | 32.7 | NA | 31.7 | 29.4 | 38.8 | 32.0 | 44.2 | 27.6 | 27.7 | 21.4 | 37.4 | 37.5 | 22.8 | 16.0 | 23.0 | 30.3 | 25.5 | 38.9 | 46.3 | 25.3 |
Treynor Ratio | NA | 0.33 | 0.03 | 0.08 | 0.05 | -0.04 | NA | -0.02 | -0.05 | 0.09 | 0.41 | -0.12 | 0.14 | -0.09 | 0.03 | 0.04 | -0.22 | -0.26 | 0.06 | -0.07 | 0.01 | 0.02 | 0.33 | -0.4 | 0.37 |
Alpha | NA | 0.05 | 0.03 | 0.0 | -0.01 | -0.01 | NA | 0.0 | 0.05 | -0.03 | -0.01 | -0.01 | 0.03 | 0.03 | 0.0 | -0.09 | 0.04 | 0.0 | 0.06 | -0.05 | 0.03 | -0.04 | 0.08 | -0.04 | 0.0 |
Beta | NA | 1.31 | 1.69 | 1.45 | 1.58 | 1.67 | NA | 1.43 | 1.69 | 1.36 | 1.5 | 1.82 | 1.92 | 1.75 | 1.57 | 1.91 | 1.89 | 1.68 | 1.14 | 1.37 | 1.31 | 1.19 | 1.29 | 1.12 | 1.26 |
RSquared | NA | 0.81 | 0.83 | 0.85 | 0.84 | 0.82 | NA | 0.78 | 0.83 | 0.87 | 0.86 | 0.83 | 0.88 | 0.85 | 0.82 | 0.83 | 0.81 | 0.73 | 0.56 | 0.78 | 0.81 | 0.83 | 0.83 | 0.72 | 0.75 |
Yield(%) | N/A | 0.0 | 4.5 | 2.2 | 1.7 | 0.4 | 0.4 | N/A | 4.3 | 0.7 | 0.0 | 0.0 | 2.0 | 1.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.3 | 5.3 |
Dividend Growth(%) | N/A | -100.0 | 540.0 | 146.7 | 600.0 | N/A | N/A | N/A | 540.0 | N/A | N/A | -100.0 | 30.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -90.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/05/2007
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