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USL: United States 12 Month Oil Fund LP (ETF)
Basic Info 40.84 0.09(0.22%) April 26
Asset Class: | Commodities Energy |
MyPlanIQ Rating: | (80%) |
Start Date: | 12/06/2007 |
Last Dividend Date: | 06/07/2017 |
12-Mo. Yield | 0.00% |
Expenses | 0.85% |
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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 12/06/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.9 | 16.3 | 22.9 | 23.1 | 11.1 | -0.9 | 2.0 | -1.4 | -1.1 | 27.1 | 62.5 | -25.2 | 28.0 | -14.1 | 2.5 | 19.9 | -36.5 | -37.5 | 8.1 | -8.8 | 0.9 | 6.5 | 35.4 | -44.7 | 5.1 |
Sharpe Ratio | NA | 2.79 | 0.42 | 0.6 | 0.25 | -0.07 | NA | -0.07 | -0.19 | 0.65 | 1.99 | -0.45 | 0.98 | -0.56 | 0.09 | 0.57 | -1.04 | -1.93 | 0.55 | -0.39 | 0.03 | 0.26 | 0.94 | -1.0 | 5.07 |
Draw Down(%) | NA | 6.6 | 16.5 | 33.8 | 60.6 | 79.8 | NA | 89.1 | 17.1 | 30.2 | 17.9 | 59.3 | 20.0 | 39.2 | 24.1 | 20.1 | 41.6 | 44.0 | 12.1 | 27.5 | 33.0 | 21.0 | 25.3 | 67.9 | 2.6 |
Standard Deviation(%) | NA | 18.5 | 25.2 | 32.2 | 38.1 | 33.7 | NA | 32.4 | 28.6 | 39.5 | 31.3 | 56.6 | 27.2 | 27.4 | 21.4 | 34.5 | 35.1 | 19.4 | 14.7 | 22.9 | 29.9 | 25.2 | 37.6 | 45.3 | 23.0 |
Treynor Ratio | NA | 0.34 | 0.07 | 0.13 | 0.06 | -0.01 | NA | -0.02 | -0.04 | 0.18 | 0.42 | -0.12 | 0.15 | -0.09 | 0.01 | 0.11 | -0.2 | -0.26 | 0.07 | -0.07 | 0.01 | 0.05 | 0.29 | -0.5 | 1.53 |
Alpha | NA | 0.06 | 0.05 | 0.02 | 0.0 | 0.01 | NA | 0.01 | 0.02 | 0.01 | 0.0 | -0.01 | 0.05 | 0.05 | -0.01 | -0.04 | 0.07 | 0.01 | 0.07 | -0.05 | 0.02 | -0.02 | 0.06 | -0.07 | 0.34 |
Beta | NA | 1.51 | 1.6 | 1.46 | 1.64 | 1.67 | NA | 1.39 | 1.47 | 1.4 | 1.47 | 2.05 | 1.83 | 1.72 | 1.56 | 1.8 | 1.82 | 1.44 | 1.13 | 1.36 | 1.29 | 1.18 | 1.2 | 0.91 | 0.76 |
RSquared | NA | 0.81 | 0.84 | 0.86 | 0.76 | 0.79 | NA | 0.72 | 0.76 | 0.89 | 0.86 | 0.65 | 0.84 | 0.84 | 0.82 | 0.87 | 0.85 | 0.74 | 0.66 | 0.78 | 0.81 | 0.84 | 0.77 | 0.5 | 0.56 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/06/2007
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