Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DBO (Invesco DB Oil Fund) | -9.64% | -14.48% | -6.73% | 22.31% | -0.10% | -4.39% | NA | -2.50% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DBO (Invesco DB Oil Fund) | 01/05/2007 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 01/05/2007.
AR inception is since 01/05/2007.
| 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 (%) | 1.25 | -14.48 | -6.73 | 22.31 | -0.10 | -4.39 | NA | -2.50 | -9.64 | 7.85 | -4.44 | 13.04 | 60.74 | -20.99 | 28.04 | -15.17 | 4.86 | 6.96 | -42.36 | -43.32 | 6.78 | -9.21 | 1.24 | 2.36 | 42.92 | -44.10 | 48.58 |
| Sharpe Ratio | NA | -0.69 | -0.36 | 0.59 | -0.06 | NA | NA | -0.11 | -0.81 | 0.05 | -0.30 | 0.30 | 1.90 | -0.48 | 0.97 | -0.60 | 0.20 | 0.18 | -1.13 | -1.90 | 0.42 | -0.41 | 0.04 | 0.09 | 1.10 | -0.97 | 1.84 |
| Standard Deviation(%) | NA | 30.15 | 30.91 | 32.20 | 32.48 | NA | NA | 31.63 | 37.70 | 23.34 | 29.44 | 38.82 | 32.03 | 44.22 | 27.57 | 27.68 | 21.45 | 37.41 | 37.48 | 22.79 | 16.02 | 23.01 | 30.26 | 25.54 | 38.89 | 46.29 | 25.28 |
| Draw Down(%) | NA | 23.87 | 37.42 | 37.42 | 64.91 | NA | NA | 90.18 | 23.87 | 17.48 | 21.19 | 33.06 | 21.85 | 52.77 | 18.62 | 41.13 | 23.14 | 25.03 | 44.39 | 49.42 | 12.39 | 28.42 | 34.12 | 22.83 | 27.95 | 68.33 | 9.74 |
| Yield(%) | 0.00 | 4.23 | 2.67 | 5.41 | 1.15 | 0.40 | 0.64 | 0.71 | 0.00 | 4.85 | 4.32 | 0.73 | 0.00 | 0.00 | 2.02 | 1.32 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.34 | 5.27 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DBO (Invesco DB Oil Fund) |
-35.98%
Jun 2014 - Jun 2017 |
-24.78%
Mar 2011 - Mar 2016 |
-15.13%
Apr 2010 - Apr 2020 |
-8.15%
Jun 2008 - Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DBO (Invesco DB Oil Fund) |
38.92%
Apr 2020 - Apr 2023 |
20.86%
Mar 2020 - Mar 2025 |
2.11%
Jan 2015 - Jan 2025 |
-0.87%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart