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DBE: Invesco DB Energy Fund (ETF)
Basic Info 18.72 0.09(0.48%) March 17
| Asset Class: | Commodities Energy |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 01/05/2007 |
| Last Dividend Date: | 12/23/2024 |
| 12-Mo. Yield | 5.70% |
| Expenses | 0.75% |
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Performance Analytics (As of 03/14/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/05/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 0.9 | -3.0 | -3.0 | 17.8 | 2.7 | -1.2 | -0.4 | 3.0 | -12.1 | 33.8 | 57.6 | -25.9 | 19.7 | -12.9 | 5.2 | 23.3 | -35.9 | -40.1 | 4.3 | 1.2 | 2.8 | 2.6 | 30.4 | -41.9 | 49.8 |
| Sharpe Ratio | NA | -0.04 | -0.47 | -0.22 | 0.5 | 0.05 | NA | -0.05 | -0.17 | -0.64 | 0.9 | 1.96 | -0.67 | 0.79 | -0.64 | 0.25 | 0.74 | -1.13 | -2.27 | 0.32 | 0.05 | 0.11 | 0.11 | 0.8 | -0.99 | 2.08 |
| Draw Down(%) | NA | 9.4 | 17.4 | 38.7 | 38.7 | 60.8 | NA | 86.7 | 17.4 | 19.8 | 29.7 | 18.0 | 52.7 | 17.6 | 34.0 | 21.9 | 20.5 | 40.9 | 44.7 | 10.8 | 25.2 | 24.4 | 20.7 | 26.7 | 66.6 | 8.9 |
| Standard Deviation(%) | NA | 19.2 | 20.9 | 26.7 | 29.7 | 28.3 | NA | 27.9 | 20.8 | 25.6 | 36.3 | 29.3 | 39.1 | 23.1 | 22.4 | 18.8 | 31.4 | 31.7 | 17.7 | 13.6 | 20.4 | 25.4 | 23.1 | 37.6 | 43.1 | 23.0 |
| Treynor Ratio | NA | -0.01 | -0.07 | -0.04 | 0.1 | 0.01 | NA | -0.01 | -0.03 | -0.11 | 0.25 | 0.44 | -0.15 | 0.11 | -0.1 | 0.03 | 0.14 | -0.22 | -0.29 | 0.04 | 0.01 | 0.02 | 0.02 | 0.24 | -0.38 | 0.41 |
| Alpha | NA | -0.06 | -0.01 | 0.01 | 0.0 | 0.0 | NA | 0.0 | -0.02 | 0.0 | 0.03 | 0.01 | -0.05 | 0.01 | 0.02 | 0.0 | -0.02 | 0.05 | -0.02 | 0.05 | -0.01 | 0.03 | -0.04 | 0.04 | -0.03 | 0.01 |
| Beta | NA | 1.43 | 1.37 | 1.38 | 1.42 | 1.49 | NA | 1.32 | 1.18 | 1.52 | 1.32 | 1.31 | 1.69 | 1.64 | 1.46 | 1.42 | 1.66 | 1.67 | 1.38 | 1.15 | 1.27 | 1.16 | 1.09 | 1.24 | 1.12 | 1.15 |
| RSquared | NA | 0.88 | 0.86 | 0.9 | 0.87 | 0.88 | NA | 0.84 | 0.73 | 0.88 | 0.94 | 0.78 | 0.9 | 0.91 | 0.89 | 0.89 | 0.89 | 0.88 | 0.82 | 0.8 | 0.86 | 0.9 | 0.84 | 0.81 | 0.83 | 0.75 |
| Yield(%) | N/A | 0.0 | 5.6 | 3.1 | 5.0 | 1.6 | 0.7 | N/A | 6.1 | 3.4 | 1.0 | 0.0 | 0.0 | 2.1 | 1.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.2 | 3.7 |
| Dividend Growth(%) | N/A | -100.0 | 58.0 | 695.8 | 343.6 | N/A | N/A | N/A | 58.0 | 333.9 | N/A | N/A | -100.0 | 26.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -51.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/05/2007
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