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DBOInvesco DB Oil Fund

Beat inflation19y track recordRanked #47 of 114 in this goal

The single index Commodity consists of Light, Sweet Crude Oil (WTI). The fund invests in futures contracts in an attempt to track its corresponding index.

By Invesco · Launched 2007

Annual Cost

0.75%

#3,765 of 5,562 · expensive

Fund Size

$281M

#1,997 of 5,562 · mid-size

Return (1Y)Goal

+33.2%

Track Record

19 years

#399 of 5,562 · established

Performance

Total-return NAV · USD
Growth of $10,000
$13,066+30.7%

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

Classification

How Beacon categorizes this fund

Asset class

Commodity

Index tracked

DBIQ Optimum Yield Crude Oil Index Excess Return

What it actually holds

By weight

Concentration

Top 2 holdings = 51.6% of fundmoderately concentrated

Invesco Shrt-Trm Inv Gov&Agcy InstlAGPXX
41.2%
Invesco Short Term Treasury ETFTBLL
10.4%

Asset allocation

Other
53.0%
Cash
42.1%
Bonds
4.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
34.8%High

Year-on-year price swings

Max drawdown
-61.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.52Decent risk-adjusted returns
Sortino (3Y)
0.75Moderate downside risk

Where to buy

Listing

Exchange
NYSE Arca

Full fund details

Objective
The single index Commodity consists of Light, Sweet Crude Oil (WTI). The fund invests in futures contracts in an attempt to track its corresponding index.
Strategy
The Fund's principal investment strategy involves investing in exchange-traded futures contracts on Light, Sweet Crude Oil (WTI) to track 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 trading futures contracts.
Inception date
January 5, 2007
Fund family
Invesco

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Data updated on 2026-06-19