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USL vs. DBO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

USL vs. DBO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in United States 12 Month Oil Fund LP (USL) and Invesco DB Oil Fund (DBO). The values are adjusted to include any dividend payments, if applicable.

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USL vs. DBO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
USL
United States 12 Month Oil Fund LP
44.67%-12.37%8.30%-1.11%27.10%62.48%-25.23%28.01%-14.15%2.55%
DBO
Invesco DB Oil Fund
61.23%-11.71%7.85%-4.44%13.04%60.74%-20.99%28.05%-15.22%4.86%

Returns By Period

In the year-to-date period, USL achieves a 44.67% return, which is significantly lower than DBO's 61.23% return. Both investments have delivered pretty close results over the past 10 years, with USL having a 11.83% annualized return and DBO not far ahead at 11.99%.


USL

1D
-4.21%
1M
25.68%
YTD
44.67%
6M
35.39%
1Y
26.16%
3Y*
12.64%
5Y*
17.35%
10Y*
11.83%

DBO

1D
-5.52%
1M
36.22%
YTD
61.23%
6M
51.46%
1Y
42.16%
3Y*
15.27%
5Y*
15.55%
10Y*
11.99%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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USL vs. DBO - Expense Ratio Comparison

USL has a 0.88% expense ratio, which is higher than DBO's 0.78% expense ratio.


Return for Risk

USL vs. DBO — Risk / Return Rank

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

USL
USL Risk / Return Rank: 5252
Overall Rank
USL Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
USL Sortino Ratio Rank: 5454
Sortino Ratio Rank
USL Omega Ratio Rank: 4747
Omega Ratio Rank
USL Calmar Ratio Rank: 7070
Calmar Ratio Rank
USL Martin Ratio Rank: 3535
Martin Ratio Rank

DBO
DBO Risk / Return Rank: 6868
Overall Rank
DBO Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
DBO Sortino Ratio Rank: 7373
Sortino Ratio Rank
DBO Omega Ratio Rank: 6363
Omega Ratio Rank
DBO Calmar Ratio Rank: 8686
Calmar Ratio Rank
DBO Martin Ratio Rank: 5050
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.

USL vs. DBO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for United States 12 Month Oil Fund LP (USL) and Invesco DB Oil Fund (DBO). 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.


USLDBODifference

Sharpe ratio

Return per unit of total volatility

0.92

1.18

-0.26

Sortino ratio

Return per unit of downside risk

1.37

1.77

-0.40

Omega ratio

Gain probability vs. loss probability

1.17

1.22

-0.05

Calmar ratio

Return relative to maximum drawdown

1.72

2.52

-0.80

Martin ratio

Return relative to average drawdown

3.06

4.52

-1.45

USL vs. DBO - Sharpe Ratio Comparison

The current USL Sharpe Ratio is 0.92, which is comparable to the DBO Sharpe Ratio of 1.18. The chart below compares the historical Sharpe Ratios of USL and DBO, 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


USLDBODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.92

1.18

-0.26

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.59

0.49

+0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.37

0.38

-0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.01

-0.00

-0.01

Correlation

The correlation between USL and DBO is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

USL vs. DBO - Dividend Comparison

USL has not paid dividends to shareholders, while DBO's dividend yield for the trailing twelve months is around 2.18%.


TTM20252024202320222021202020192018
USL
United States 12 Month Oil Fund LP
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
DBO
Invesco DB Oil Fund
2.18%3.51%4.68%4.59%0.66%0.00%0.00%1.63%1.58%

Drawdowns

USL vs. DBO - Drawdown Comparison

The maximum USL drawdown since its inception was -89.06%, roughly equal to the maximum DBO drawdown of -90.18%. Use the drawdown chart below to compare losses from any high point for USL and DBO.


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Drawdown Indicators


USLDBODifference

Max Drawdown

Largest peak-to-trough decline

-89.06%

-90.18%

+1.12%

Max Drawdown (1Y)

Largest decline over 1 year

-17.26%

-18.19%

+0.93%

Max Drawdown (5Y)

Largest decline over 5 years

-33.82%

-37.68%

+3.86%

Max Drawdown (10Y)

Largest decline over 10 years

-66.02%

-61.69%

-4.33%

Current Drawdown

Current decline from peak

-45.13%

-57.57%

+12.44%

Average Drawdown

Average peak-to-trough decline

-61.65%

-62.32%

+0.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.70%

10.15%

-0.45%

Volatility

USL vs. DBO - Volatility Comparison

The current volatility for United States 12 Month Oil Fund LP (USL) is 12.82%, while Invesco DB Oil Fund (DBO) has a volatility of 15.71%. This indicates that USL experiences smaller price fluctuations and is considered to be less risky than DBO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


USLDBODifference

Volatility (1M)

Calculated over the trailing 1-month period

12.82%

15.71%

-2.89%

Volatility (6M)

Calculated over the trailing 6-month period

20.34%

25.15%

-4.81%

Volatility (1Y)

Calculated over the trailing 1-year period

28.76%

35.96%

-7.20%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.77%

31.74%

-1.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.24%

31.52%

+0.72%