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DBEInvesco DB Energy Fund

Beat inflation19y track recordRanked #75 of 109 in this goal

The index Commodities consist of Light, Sweet Crude Oil (WTI), Heating Oil, Brent Crude Oil, RBOB Gasoline and Natural Gas. The fund invests in futures contracts in an attempt to track its index.

By Invesco · Launched 2007

Annual Cost

0.75%

#3,925 of 5,861 · average

Fund Size

$85M

#3,148 of 5,861 · mid-size

Return (1Y)Goal

+62.0%

Track Record

19 years

#391 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$19,757+97.6%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Commodity

Index tracked

DBIQ Optimum Yield Energy Index Excess Return

What it actually holds

By weight

Concentration

Top 3 holdings = 59.7% of fundmoderately concentrated

Invesco Shrt-Trm Inv Gov&Agcy InstlAGPXX
40.7%
Brent Crude Future Oct 26BRNZ26
15.5%
Mini Ibovespa Future Dec 26WINZ26
3.4%

Asset allocation

Cash
53.2%
Other
43.4%
Stocks
3.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
37.5%High

Year-on-year price swings

Max drawdown
-60.8%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.60Decent risk-adjusted returns
Sortino (3Y)
0.87Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
The index Commodities consist of Light, Sweet Crude Oil (WTI), Heating Oil, Brent Crude Oil, RBOB Gasoline and Natural Gas. The fund invests in futures contracts in an attempt to track its index.
Strategy
The Fund's principal investment strategy involves trading futures contracts on commodities in the energy sector to track the performance of the Index. It also holds Treasury Securities, money market mutual funds, and T-Bill ETFs primarily for margin and cash management purposes, while its performance is primarily driven by its futures trading activities.
Inception date
January 5, 2007
Fund family
Invesco

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Data updated on 2026-08-04