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MicroSectors Oil & Gas Exploration & Production 3X...
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

ISIN
US0636795835
Issuer
BMO
Inception Date
Mar 24, 2017
Leveraged
3x
Distribution Policy
Accumulating
Asset Class
Commodity

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in MicroSectors Oil & Gas Exploration & Production 3X Leveraged ETN, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

MicroSectors Oil & Gas Exploration & Production 3X Leveraged ETN (OILU) has returned 137.69% so far this year and 64.88% over the past 12 months.


MicroSectors Oil & Gas Exploration & Production 3X Leveraged ETN

1D
-4.17%
1M
33.09%
YTD
137.69%
6M
126.29%
1Y
64.88%
3Y*
11.21%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Nov 9, 2021, OILU's average daily return is +0.20%, while the average monthly return is +4.08%. At this rate, your investment would double in approximately 1.4 years.

Historically, 55% of months were positive and 45% were negative. The best month was Oct 2022 with a return of +76.8%, while the worst month was Jun 2022 at -48.1%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 4 months.

On a daily basis, OILU closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +24.2%, while the worst single day was Apr 4, 2025 at -28.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202642.29%25.51%33.09%137.69%
20253.88%6.42%8.89%-44.37%5.09%11.64%5.94%7.50%-1.99%-7.19%8.73%-5.65%-16.50%
2024-5.77%8.71%31.20%-5.39%-3.45%-6.84%2.43%-12.46%-13.13%-2.39%20.73%-25.37%-21.65%
20235.18%-23.04%-5.71%3.19%-28.15%19.08%25.07%1.59%3.61%-16.19%-6.96%-2.41%-32.50%
202258.64%24.13%29.80%-7.69%49.34%-48.11%28.36%7.08%-30.21%76.75%-2.75%-16.72%151.08%
2021-24.16%8.29%-17.87%

Benchmark Metrics

MicroSectors Oil & Gas Exploration & Production 3X Leveraged ETN has an annualized alpha of 38.47%, beta of 2.04, and R² of 0.20 versus S&P 500 Index. Calculated based on daily prices since November 10, 2021.

  • This ETF captured 254.74% of S&P 500 Index gains and 155.70% of its losses — amplifying both gains and losses, but participating more in upside than downside.
  • R² of 0.20 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
38.47%
Beta
2.04
0.20
Upside Capture
254.74%
Downside Capture
155.70%

Expense Ratio

OILU has a high expense ratio of 0.95%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

OILU ranks 45 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


OILU Risk / Return Rank: 4545
Overall Rank
OILU Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
OILU Sortino Ratio Rank: 5252
Sortino Ratio Rank
OILU Omega Ratio Rank: 5454
Omega Ratio Rank
OILU Calmar Ratio Rank: 5050
Calmar Ratio Rank
OILU Martin Ratio Rank: 2727
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 MicroSectors Oil & Gas Exploration & Production 3X Leveraged ETN (OILU) and compare them to a chosen benchmark (S&P 500 Index).


OILUBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.86

0.90

-0.04

Sortino ratio

Return per unit of downside risk

1.43

1.39

+0.04

Omega ratio

Gain probability vs. loss probability

1.21

1.21

0.00

Calmar ratio

Return relative to maximum drawdown

1.36

1.40

-0.04

Martin ratio

Return relative to average drawdown

2.31

6.61

-4.30

Explore OILU risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History


MicroSectors Oil & Gas Exploration & Production 3X Leveraged ETN doesn't pay dividends

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 MicroSectors Oil & Gas Exploration & Production 3X Leveraged ETN. 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 MicroSectors Oil & Gas Exploration & Production 3X Leveraged ETN was 81.00%, occurring on Apr 10, 2025. The portfolio has not yet recovered.

The current MicroSectors Oil & Gas Exploration & Production 3X Leveraged ETN drawdown is 36.07%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-81%Jun 8, 2022713Apr 10, 2025
-29.87%Nov 10, 202128Dec 20, 202112Jan 6, 202240
-26.6%Apr 19, 20225Apr 25, 20227May 4, 202212
-25.46%May 9, 20221May 9, 202212May 25, 202213
-21.96%Mar 11, 20224Mar 16, 20225Mar 23, 20229

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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