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PSR vs. BNO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PSR vs. BNO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Active U.S. Real Estate Fund (PSR) and United States Brent Oil Fund LP (BNO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PSR achieves a 19.20% return, which is significantly lower than BNO's 77.90% return. Over the past 10 years, PSR has underperformed BNO with an annualized return of 5.33%, while BNO has yielded a comparatively higher 15.06% annualized return.


PSR

1D
-0.54%
1M
2.19%
6M
16.42%
YTD
19.20%
1Y
20.90%
3Y*
9.54%
5Y*
2.39%
10Y*
5.33%
ALL TIME*
12.63%

BNO

1D
1.45%
1M
27.00%
6M
52.90%
YTD
77.90%
1Y
62.83%
3Y*
20.31%
5Y*
20.89%
10Y*
15.06%
ALL TIME*
4.31%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$107.13M$97.34M$147.52M
$173.38K$178.32K$328.98K

PSR vs. BNO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PSR
Invesco Active U.S. Real Estate Fund
19.20%2.63%1.79%8.34%-25.52%41.71%-6.04%28.76%-4.58%11.95%
BNO
United States Brent Oil Fund LP
77.90%-5.44%9.67%-3.43%35.25%62.34%-38.23%36.01%-15.30%15.43%

Correlation

The correlation between PSR and BNO is -0.19, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

-0.19

Correlation (3Y)
Balances recent behavior with more history.

-0.12

Correlation (5Y)
Shows whether the relationship held over a longer period.

-0.01

Correlation (10Y)
Provides a long-term view across more market conditions.

0.05

Correlation (All Time)
Calculated using the full available price history since Jun 2, 2010

0.09

The correlation between PSR and BNO shifts across timeframes, from -0.19 (1 year) to 0.09 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

PSR vs. BNO — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

PSR
PSR Risk / Return Rank: 6767
Overall Rank
PSR Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
PSR Sortino Ratio Rank: 6464
Sortino Ratio Rank
PSR Omega Ratio Rank: 6464
Omega Ratio Rank
PSR Calmar Ratio Rank: 7272
Calmar Ratio Rank
PSR Martin Ratio Rank: 7070
Martin Ratio Rank

BNO
BNO Risk / Return Rank: 5252
Overall Rank
BNO Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
BNO Sortino Ratio Rank: 5555
Sortino Ratio Rank
BNO Omega Ratio Rank: 5555
Omega Ratio Rank
BNO Calmar Ratio Rank: 4747
Calmar Ratio Rank
BNO Martin Ratio Rank: 4545
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

PSR vs. BNO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco Active U.S. Real Estate Fund (PSR) and United States Brent Oil Fund LP (BNO). 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.

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.


PSRBNODifference
Sharpe ratioReturn per unit of total volatility

+0.20

Sortino ratioReturn per unit of downside risk

+0.22

Omega ratioGain probability vs. loss probability

1.27

1.24

+0.03

Calmar ratioReturn relative to maximum drawdown

2.51

1.70

+0.82

Martin ratioReturn relative to average drawdown

8.61

5.15

+3.46

PSR vs. BNO - Sharpe Ratio Comparison

The current PSR Sharpe Ratio is 1.52, which is comparable to the BNO Sharpe Ratio of 1.32. The chart below compares the historical Sharpe Ratios of PSR and BNO, 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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Drawdowns

PSR vs. BNO - Drawdown Comparison

The maximum PSR drawdown since its inception was -42.31%, smaller than the maximum BNO drawdown of -87.06%. Use the drawdown chart below to compare losses from any high point for PSR and BNO.


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Drawdown Indicators


PSRBNODifference

Max Drawdown

Largest peak-to-trough decline

-42.31%

-87.06%

+44.75%

Max Drawdown (1Y)

Largest decline over 1 year

-8.33%

-34.46%

+26.13%

Max Drawdown (3Y)

Largest decline over 3 years

-16.58%

-34.46%

+17.88%

Max Drawdown (5Y)

Largest decline over 5 years

-34.81%

-34.46%

-0.35%

Max Drawdown (10Y)

Largest decline over 10 years

-42.31%

-75.18%

+32.87%

Current Drawdown

Current decline from peak

-2.12%

-16.21%

+14.09%

Average Drawdown

Average peak-to-trough decline

-9.26%

-39.99%

+30.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.43%

11.86%

-9.43%

Volatility

PSR vs. BNO - Volatility Comparison

The current volatility for Invesco Active U.S. Real Estate Fund (PSR) is 4.68%, while United States Brent Oil Fund LP (BNO) has a volatility of 17.47%. This indicates that PSR experiences smaller price fluctuations and is considered to be less risky than BNO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PSRBNODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.68%

17.47%

-12.79%

Volatility (6M)

Calculated over the trailing 6-month period

11.02%

40.96%

-29.94%

Volatility (1Y)

Calculated over the trailing 1-year period

13.92%

44.54%

-30.62%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.62%

36.41%

-17.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.37%

36.98%

-16.61%

PSR vs. BNO - Expense Ratio Comparison

PSR has a 0.35% expense ratio, which is lower than BNO's 1.00% expense ratio.


Dividends

PSR vs. BNO - Dividend Comparison

PSR's dividend yield for the trailing twelve months is around 2.48%, while BNO has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
BNO
United States Brent 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%
PSR
Invesco Active U.S. Real Estate Fund
2.48%2.56%3.06%2.93%2.95%2.12%3.09%2.55%2.64%0.14%3.60%3.20%

Frequently Asked Questions


PSR and BNO have a correlation of -0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BNO has higher volatility (17.47%) compared to PSR (4.68%). In terms of maximum drawdown, PSR dropped -42.31% vs BNO's -87.06%.

On 10-year performance, BNO leads with 15.06% vs 5.33% for PSR. On fees, PSR is cheaper at 0.35% per year. On volatility, PSR has been the lower-risk option at 4.68%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, BNO has performed better with a 15.06% return vs 5.33%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

PSR is cheaper with a 0.35% expense ratio, compared with 1.00% for BNO.

PSR has the higher dividend yield at 2.48%, compared with 0.00% for BNO.

PSR is categorized as REIT, while BNO is Oil & Gas. They also come from different issuers: Invesco and USCF. Their fees differ too: 0.35% for PSR and 1.00% for BNO.

PSR currently has the higher Sharpe Ratio (1.52 vs 1.32), 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

Find the right allocation for PSR and BNO

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