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Inception Date
Dec 20, 2023
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
Alerian Texas Weighted Oil and Gas Index - Benchmark TR Gross
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Mid-Cap
Asset Class Style
Value
Assets Under Management
$14M

Share Price Chart


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Performance

OILT Performance Chart

Texas Capital Texas Oil Index ETF (OILT) is up 23.2% since the beginning of the year. OILT is currently trading at $28 per share.


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S&P 500 Index

Returns By Period

Texas Capital Texas Oil Index ETF (OILT) has returned 23.24% so far this year and 23.29% over the past 12 months.


Texas Capital Texas Oil Index ETF

1D
1.90%
1M
-9.61%
YTD
23.24%
6M
24.93%
1Y
23.29%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

OILT Monthly Returns History

Based on dividend-adjusted daily data since Dec 21, 2023, OILT's average daily return is +0.05%, while the average monthly return is +0.84%. At this rate, an investment would double in approximately 6.9 years.

Historically, 52% of months were positive and 48% were negative. The best month was Mar 2026 with a return of +17.6%, while the worst month was Apr 2025 at -18.4%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 3 months.

On a daily basis, OILT closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +11.6%, while the worst single day was Apr 4, 2025 at -11.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202610.96%11.01%17.56%-2.53%-9.17%-3.86%23.24%
20250.20%-0.50%1.42%-18.35%2.75%5.89%4.91%5.53%-2.87%-4.58%6.72%-1.70%-3.30%
2024-3.45%6.10%11.19%-0.61%-0.12%-3.21%0.37%-2.23%-7.92%2.15%6.61%-6.34%0.87%
20230.13%0.13%

Benchmark Metrics

Texas Capital Texas Oil Index ETF has an annualized alpha of -1.12%, beta of 0.64, and R2 of 0.12 versus S&P 500 Index. Calculated based on daily prices since December 21, 2023.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (27.24%) than losses (16.37%) - typical of diversified or defensive assets.
  • Beta of 0.64 may look defensive, but with R2 of 0.12 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.12 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
-1.12%
Beta
0.64
0.12
Upside Capture
27.24%
Downside Capture
16.37%

Expense Ratio

OILT has an expense ratio of 0.35%, placing it in the medium range.


Return for Risk

Risk / Return Rank

OILT ranks 25 for risk / return — below 25% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


OILT Risk / Return Rank: 2525
Overall Rank
OILT Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
OILT Sortino Ratio Rank: 2323
Sortino Ratio Rank
OILT Omega Ratio Rank: 2222
Omega Ratio Rank
OILT Calmar Ratio Rank: 2727
Calmar Ratio Rank
OILT Martin Ratio Rank: 2828
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Texas Capital Texas Oil Index ETF (OILT) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


OILTBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.20

Sortino ratioReturn per unit of downside risk

-1.49

Omega ratioGain probability vs. loss probability

1.15

1.37

-0.22

Calmar ratioReturn relative to maximum drawdown

1.27

2.78

-1.51

Martin ratioReturn relative to average drawdown

3.75

12.44

-8.69

Dividends

Dividend History

Texas Capital Texas Oil Index ETF provided a 2.67% dividend yield over the last twelve months, with an annual payout of $0.75 per share.


2.60%2.70%2.80%2.90%3.00%3.10%$0.00$0.20$0.40$0.60$0.8020242025
Dividends
Dividend Yield
PeriodTTM20252024
Dividend$0.75$0.72$0.64

Dividend yield

2.67%3.12%2.63%

Monthly Dividends

The table displays the monthly dividend distributions for Texas Capital Texas Oil Index ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.18$0.00$0.00$0.00$0.18
2025$0.00$0.00$0.15$0.00$0.00$0.18$0.00$0.00$0.19$0.00$0.00$0.20$0.72
2024$0.18$0.00$0.00$0.16$0.00$0.00$0.17$0.00$0.00$0.13$0.64

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Texas Capital Texas Oil Index ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Texas Capital Texas Oil Index ETF was 35.21%, occurring on Apr 8, 2025. Recovery took 223 trading sessions.

The current Texas Capital Texas Oil Index ETF drawdown is 16.83%.


Related event

Drawdown

Fall

Recovery

Underwater

2025 selloff2025
-35.21%Apr 2025
12mo 2d10mo 25d
1y 10moApr 2024 - Feb 2026
2026 correction2026
-18.38%Jun 2026
2mo 20d
2mo 25dMar 2026 - now
2024 pullback2024
-9.40%Jan 2024
23d1mo 12d
2mo 5dDec 2023 - Mar 2024
2026 pullback2026
-2.46%Mar 2026
0s1d
1dMar 2026 - Mar 2026
2024 pullback2024
-1.43%Mar 2024
0s2d
2dMar 2024 - Mar 2024

Drawdown Indicators


OILTBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-35.21%

-56.78%

+21.57%

Max Drawdown (1Y)

Largest decline over 1 year

-18.38%

-9.10%

-9.28%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-16.83%

-1.80%

-15.03%

Average Drawdown

Average peak-to-trough decline

-12.92%

-10.71%

-2.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.34%

2.03%

+4.31%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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Add Texas Capital Texas Oil Index ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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