HBR.L vs. USO
Compare and contrast key facts about Harbour Energy plc (HBR.L) and United States Oil Fund LP (USO).
USO is a passively managed fund by Concierge Technologies that tracks the performance of the Front Month Light Sweet Crude Oil. It was launched on Apr 10, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HBR.L or USO.
Correlation
The correlation between HBR.L and USO is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
HBR.L vs. USO - Performance Comparison
Key characteristics
HBR.L:
-0.01
USO:
0.36
HBR.L:
0.23
USO:
0.69
HBR.L:
1.03
USO:
1.08
HBR.L:
-0.00
USO:
0.10
HBR.L:
-0.02
USO:
1.09
HBR.L:
13.27%
USO:
8.69%
HBR.L:
33.28%
USO:
26.43%
HBR.L:
-97.89%
USO:
-98.19%
HBR.L:
-97.31%
USO:
-91.67%
Returns By Period
In the year-to-date period, HBR.L achieves a -6.07% return, which is significantly lower than USO's 3.60% return. Over the past 10 years, HBR.L has underperformed USO with an annualized return of -22.08%, while USO has yielded a comparatively higher -6.74% annualized return.
HBR.L
-6.07%
-10.38%
-14.30%
-1.49%
-32.71%
-22.08%
USO
3.60%
-2.94%
0.81%
8.54%
-2.04%
-6.74%
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Risk-Adjusted Performance
HBR.L vs. USO — Risk-Adjusted Performance Rank
HBR.L
USO
HBR.L vs. USO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbour Energy plc (HBR.L) and United States Oil Fund LP (USO). 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.
Dividends
HBR.L vs. USO - Dividend Comparison
HBR.L's dividend yield for the trailing twelve months is around 8.55%, while USO has not paid dividends to shareholders.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
HBR.L Harbour Energy plc | 8.55% | 8.04% | 6.25% | 5.90% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.03% |
USO United States Oil Fund LP | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HBR.L vs. USO - Drawdown Comparison
The maximum HBR.L drawdown since its inception was -97.89%, roughly equal to the maximum USO drawdown of -98.19%. Use the drawdown chart below to compare losses from any high point for HBR.L and USO. For additional features, visit the drawdowns tool.
Volatility
HBR.L vs. USO - Volatility Comparison
Harbour Energy plc (HBR.L) has a higher volatility of 11.70% compared to United States Oil Fund LP (USO) at 6.22%. This indicates that HBR.L's price experiences larger fluctuations and is considered to be riskier than USO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.