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DBO: Invesco DB Oil Fund (ETF)
Basic Info 21.49 0.45(2.05%) June 05
| Asset Class: | Commodities Energy |
| MyPlanIQ Rating: | (87%) |
| Start Date: | 01/05/2007 |
| Last Dividend Date: | 12/22/2025 |
| 12-Mo. Yield | 3.42% |
| Expenses | 0.75% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/05/2007 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.7 | 76.1 | 72.3 | 20.0 | 14.9 | 10.8 | -1.1 | 0.5 | -11.7 | 7.9 | -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 | 6.44 | 2.01 | 0.55 | 0.38 | 0.29 | NA | -0.02 | -0.48 | 0.18 | -0.28 | 0.3 | 1.9 | -0.48 | 0.96 | -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 | 11.2 | 18.2 | 28.2 | 37.7 | 61.7 | NA | 90.2 | 25.0 | 17.5 | 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 | 42.3 | 34.6 | 30.2 | 32.5 | 32.0 | NA | 31.8 | 30.8 | 23.3 | 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 | 1.76 | 0.43 | 0.1 | 0.08 | 0.06 | NA | 0.0 | -0.08 | 0.03 | -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 | 0.17 | 0.02 | 0.01 | 0.0 | 0.0 | NA | 0.0 | -0.09 | 0.03 | 0.04 | -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 | 1.54 | 1.6 | 1.64 | 1.52 | 1.62 | NA | 1.45 | 1.75 | 1.53 | 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 | 0.75 | 0.76 | 0.78 | 0.82 | 0.82 | NA | 0.78 | 0.76 | 0.84 | 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 | 3.3 | 4.1 | 3.0 | 2.3 | 0.5 | N/A | 2.9 | 4.8 | 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 | -36.1 | 1637.0 | 496.4 | N/A | N/A | N/A | -36.1 | 4.9 | 539.0 | N/A | N/A | -100.0 | 29.9 | 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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