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BNO vs. NRGU
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BNO vs. NRGU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in United States Brent Oil Fund LP (BNO) and MicroSectors U.S. Big Oil Index 3X Leveraged ETN (NRGU). The values are adjusted to include any dividend payments, if applicable.

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BNO vs. NRGU - Yearly Performance Comparison


Returns By Period

In the year-to-date period, BNO achieves a 77.72% return, which is significantly lower than NRGU's 139.49% return.


BNO

1D
-3.23%
1M
34.79%
YTD
77.72%
6M
69.06%
1Y
62.25%
3Y*
23.72%
5Y*
25.28%
10Y*
15.62%

NRGU

1D
-10.75%
1M
24.81%
YTD
139.49%
6M
107.68%
1Y
69.15%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BNO vs. NRGU - Expense Ratio Comparison

BNO has a 0.90% expense ratio, which is lower than NRGU's 0.95% expense ratio.


Return for Risk

BNO vs. NRGU — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BNO
BNO Risk / Return Rank: 7979
Overall Rank
BNO Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
BNO Sortino Ratio Rank: 8585
Sortino Ratio Rank
BNO Omega Ratio Rank: 7777
Omega Ratio Rank
BNO Calmar Ratio Rank: 9191
Calmar Ratio Rank
BNO Martin Ratio Rank: 5959
Martin Ratio Rank

NRGU
NRGU Risk / Return Rank: 4545
Overall Rank
NRGU Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
NRGU Sortino Ratio Rank: 5454
Sortino Ratio Rank
NRGU Omega Ratio Rank: 5454
Omega Ratio Rank
NRGU Calmar Ratio Rank: 4747
Calmar Ratio Rank
NRGU Martin Ratio Rank: 3030
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.

BNO vs. NRGU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for United States Brent Oil Fund LP (BNO) and MicroSectors U.S. Big Oil Index 3X Leveraged ETN (NRGU). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


BNONRGUDifference

Sharpe ratio

Return per unit of total volatility

1.70

0.79

+0.91

Sortino ratio

Return per unit of downside risk

2.33

1.48

+0.85

Omega ratio

Gain probability vs. loss probability

1.30

1.21

+0.09

Calmar ratio

Return relative to maximum drawdown

3.34

1.29

+2.05

Martin ratio

Return relative to average drawdown

6.02

2.64

+3.39

BNO vs. NRGU - Sharpe Ratio Comparison

The current BNO Sharpe Ratio is 1.70, which is higher than the NRGU Sharpe Ratio of 0.79. The chart below compares the historical Sharpe Ratios of BNO and NRGU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


BNONRGUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.70

0.79

+0.91

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.75

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.43

Sharpe Ratio (All Time)

Calculated using the full available price history

0.13

0.61

-0.48

Correlation

The correlation between BNO and NRGU is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

BNO vs. NRGU - Dividend Comparison

Neither BNO nor NRGU has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

BNO vs. NRGU - Drawdown Comparison

The maximum BNO drawdown since its inception was -87.06%, which is greater than NRGU's maximum drawdown of -57.50%. Use the drawdown chart below to compare losses from any high point for BNO and NRGU.


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Drawdown Indicators


BNONRGUDifference

Max Drawdown

Largest peak-to-trough decline

-87.06%

-57.50%

-29.56%

Max Drawdown (1Y)

Largest decline over 1 year

-18.48%

-55.24%

+36.76%

Max Drawdown (5Y)

Largest decline over 5 years

-33.70%

Max Drawdown (10Y)

Largest decline over 10 years

-75.18%

Current Drawdown

Current decline from peak

-6.78%

-17.40%

+10.62%

Average Drawdown

Average peak-to-trough decline

-40.52%

-25.38%

-15.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.26%

27.12%

-16.86%

Volatility

BNO vs. NRGU - Volatility Comparison

The current volatility for United States Brent Oil Fund LP (BNO) is 20.48%, while MicroSectors U.S. Big Oil Index 3X Leveraged ETN (NRGU) has a volatility of 23.31%. This indicates that BNO experiences smaller price fluctuations and is considered to be less risky than NRGU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BNONRGUDifference

Volatility (1M)

Calculated over the trailing 1-month period

20.48%

23.31%

-2.83%

Volatility (6M)

Calculated over the trailing 6-month period

27.96%

50.27%

-22.31%

Volatility (1Y)

Calculated over the trailing 1-year period

36.84%

88.18%

-51.34%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.91%

87.12%

-53.21%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.11%

87.12%

-51.01%