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DBE vs. DBB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DBE vs. DBB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco DB Energy Fund (DBE) and Invesco DB Base Metals Fund (DBB). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, DBE achieves a 79.50% return, which is significantly higher than DBB's 16.09% return. Over the past 10 years, DBE has outperformed DBB with an annualized return of 11.78%, while DBB has yielded a comparatively lower 9.70% annualized return.


DBE

1D
0.80%
1M
-3.65%
YTD
79.50%
6M
72.59%
1Y
82.31%
3Y*
22.48%
5Y*
19.20%
10Y*
11.78%

DBB

1D
0.83%
1M
7.55%
YTD
16.09%
6M
24.96%
1Y
46.44%
3Y*
19.75%
5Y*
8.84%
10Y*
9.70%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DBE vs. DBB - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DBE
Invesco DB Energy Fund
79.50%-2.17%2.96%-12.14%33.77%57.56%-25.91%19.72%-12.95%5.21%
DBB
Invesco DB Base Metals Fund
16.09%25.01%7.90%1.15%-11.80%28.97%15.53%-1.17%-19.47%30.09%

Correlation

The correlation between DBE and DBB is -0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.07

Correlation (3Y)
Calculated over the trailing 3-year period

0.15

Correlation (5Y)
Calculated over the trailing 5-year period

0.25

Correlation (10Y)
Calculated over the trailing 10-year period

0.26

Correlation (All Time)
Calculated using the full available price history since Jan 8, 2007

0.35

The correlation between DBE and DBB shifts across timeframes, from -0.07 (1 year) to 0.35 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

DBE vs. DBB — Risk / Return Rank

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

DBE
DBE Risk / Return Rank: 7171
Overall Rank
DBE Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
DBE Sortino Ratio Rank: 6161
Sortino Ratio Rank
DBE Omega Ratio Rank: 6464
Omega Ratio Rank
DBE Calmar Ratio Rank: 9292
Calmar Ratio Rank
DBE Martin Ratio Rank: 6565
Martin Ratio Rank

DBB
DBB Risk / Return Rank: 7878
Overall Rank
DBB Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
DBB Sortino Ratio Rank: 7474
Sortino Ratio Rank
DBB Omega Ratio Rank: 7474
Omega Ratio Rank
DBB Calmar Ratio Rank: 8383
Calmar Ratio Rank
DBB Martin Ratio Rank: 8383
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.

DBE vs. DBB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco DB Energy Fund (DBE) and Invesco DB Base Metals Fund (DBB). 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.


DBEDBBDifference

Sharpe ratio

Return per unit of total volatility

2.37

2.61

-0.24

Sortino ratio

Return per unit of downside risk

2.91

3.38

-0.47

Omega ratio

Gain probability vs. loss probability

1.39

1.45

-0.05

Calmar ratio

Return relative to maximum drawdown

6.10

4.43

+1.67

Martin ratio

Return relative to average drawdown

11.98

17.00

-5.01

DBE vs. DBB - Sharpe Ratio Comparison

The current DBE Sharpe Ratio is 2.37, which is comparable to the DBB Sharpe Ratio of 2.61. The chart below compares the historical Sharpe Ratios of DBE and DBB, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


DBEDBBDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.37

2.61

-0.24

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.66

0.44

+0.22

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.42

0.53

-0.11

Sharpe Ratio (All Time)

Calculated using the full available price history

0.09

0.09

0.00

Drawdowns

DBE vs. DBB - Drawdown Comparison

The maximum DBE drawdown since its inception was -86.69%, which is greater than DBB's maximum drawdown of -60.20%. Use the drawdown chart below to compare losses from any high point for DBE and DBB.


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Drawdown Indicators


DBEDBBDifference

Max Drawdown

Largest peak-to-trough decline

-86.69%

-60.20%

-26.49%

Max Drawdown (1Y)

Largest decline over 1 year

-14.41%

-11.00%

-3.41%

Max Drawdown (3Y)

Largest decline over 3 years

-23.89%

-16.59%

-7.30%

Max Drawdown (5Y)

Largest decline over 5 years

-38.74%

-35.00%

-3.74%

Max Drawdown (10Y)

Largest decline over 10 years

-60.84%

-37.98%

-22.86%

Current Drawdown

Current decline from peak

-31.85%

0.00%

-31.85%

Average Drawdown

Average peak-to-trough decline

-57.31%

-30.90%

-26.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.34%

2.87%

+4.47%

Volatility

DBE vs. DBB - Volatility Comparison

Invesco DB Energy Fund (DBE) has a higher volatility of 13.47% compared to Invesco DB Base Metals Fund (DBB) at 5.70%. This indicates that DBE's price experiences larger fluctuations and is considered to be riskier than DBB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DBEDBBDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.47%

5.70%

+7.77%

Volatility (6M)

Calculated over the trailing 6-month period

30.80%

15.63%

+15.17%

Volatility (1Y)

Calculated over the trailing 1-year period

35.02%

17.96%

+17.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.37%

20.27%

+9.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.33%

18.47%

+9.86%

DBE vs. DBB - Expense Ratio Comparison

DBE has a 0.78% expense ratio, which is lower than DBB's 0.80% expense ratio.


Dividends

DBE vs. DBB - Dividend Comparison

DBE's dividend yield for the trailing twelve months is around 2.15%, less than DBB's 2.25% yield.


PositionTTM20252024202320222021202020192018
DBB
Invesco DB Base Metals Fund
2.25%2.61%4.75%7.21%0.94%0.00%0.00%1.83%1.59%
DBE
Invesco DB Energy Fund
2.15%3.86%6.32%3.87%0.75%0.00%0.00%1.79%1.67%

Frequently Asked Questions


DBE and DBB have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DBE has higher volatility (13.47%) compared to DBB (5.70%). In terms of maximum drawdown, DBE dropped -86.69% vs DBB's -60.20%.

On 10-year performance, DBE leads with 11.78% vs 9.70% for DBB. On fees, DBE is cheaper at 0.78% per year. On volatility, DBB has been the lower-risk option at 5.70%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, DBE has performed better with a 11.78% return vs 9.70%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

DBE is cheaper with a 0.78% expense ratio, compared with 0.80% for DBB.

DBB has the higher dividend yield at 2.25%, compared with 2.15% for DBE.

DBE is categorized as Oil & Gas, while DBB is Metals. DBE tracks DBIQ Optimum Yield Energy Index, while DBB tracks DBIQ Optimum Yield Industrial Metals Index Excess Return. Their fees differ too: 0.78% for DBE and 0.80% for DBB.

DBB currently has the higher Sharpe Ratio (2.61 vs 2.37), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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