Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DBE (Invesco DB Energy Fund) | 3.23% | -4.28% | -4.39% | 17.46% | 3.43% | -0.11% | NA | -0.24% |
Data as of 07/03/2025, AR inception is 01/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DBE (Invesco DB Energy Fund) | 01/05/2007 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.19 | -4.28 | -4.39 | 17.46 | 3.43 | -0.11 | NA | -0.24 | 3.23 | 2.96 | -12.14 | 33.76 | 57.56 | -25.91 | 19.72 | -12.92 | 5.21 | 23.30 | -35.89 | -40.07 | 4.33 | 1.16 | 2.75 | 2.63 | 30.36 | -41.90 | 49.80 |
| Sharpe Ratio | NA | -0.34 | -0.47 | 0.57 | 0.03 | NA | NA | -0.05 | -0.08 | -0.17 | -0.64 | 0.90 | 1.96 | -0.67 | 0.79 | -0.64 | 0.25 | 0.74 | -1.13 | -2.27 | 0.32 | 0.05 | 0.11 | 0.11 | 0.80 | -0.99 | 2.08 |
| Standard Deviation(%) | NA | 25.23 | 25.89 | 28.10 | 28.36 | NA | NA | 27.94 | 26.51 | 20.75 | 25.63 | 36.33 | 29.31 | 39.12 | 23.12 | 22.42 | 18.75 | 31.41 | 31.69 | 17.66 | 13.61 | 20.36 | 25.38 | 23.08 | 37.64 | 43.13 | 23.02 |
| Draw Down(%) | NA | 17.40 | 33.01 | 38.74 | 60.83 | NA | NA | 86.68 | 17.40 | 17.38 | 19.79 | 29.74 | 18.00 | 52.67 | 17.59 | 34.00 | 21.87 | 20.54 | 40.87 | 44.70 | 10.77 | 25.21 | 24.42 | 20.65 | 26.72 | 66.59 | 8.93 |
| Yield(%) | 0.00 | 5.50 | 2.85 | 4.37 | 1.62 | 0.76 | 0.81 | 0.89 | 0.00 | 6.14 | 3.41 | 0.99 | 0.00 | 0.00 | 2.09 | 1.43 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.21 | 3.72 |
Data as of 07/03/2025, AR inception is 01/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DBE (Invesco DB Energy Fund) |
-29.57%
Jan 2013 - Jan 2016 |
-19.96%
Feb 2011 - Feb 2016 |
-11.67%
Apr 2010 - Apr 2020 |
-6.14%
Jun 2008 - Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DBE (Invesco DB Energy Fund) |
38.96%
Apr 2020 - Apr 2023 |
21.88%
Mar 2020 - Mar 2025 |
3.60%
Mar 2015 - Mar 2025 |
1.06%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart