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USEUSCF Energy Commodity Strategy Absolute Return Fund

Diversifier3y track recordRanked #228 of 281 in this goal

Seeks long-term total return.

By USCF Investments · Launched 2023

Annual Cost

0.79%

#4,370 of 6,040 · expensive

Fund Size

$7M

#5,169 of 6,040 · small

Return (1Y)

+29.2%

Track Record

3 years

#2,942 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$12,996+30.0%

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

What's inside

How Beacon categorizes this fund

Asset class

Commodity

Holdings

By weight

Concentration

Top 4 holdings = 49.2% of fundmoderately concentrated

United States Treasury Bills
43.0%
NEW YORK MERCANTILE EXCHANGE, INC.CLM6
5.5%
NEW YORK MERCANTILE EXCHANGE, INC.RBM6
1.4%
NEW YORK MERCANTILE EXCHANGE, INC.NGH27
-0.7%

Asset allocation

Cash
79.6%
Other
20.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
35.8%High

Year-on-year price swings

Max drawdown
-28.2%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.44Below average
Sortino (3Y)
0.65Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks long-term total return.
Strategy
Actively manages a portfolio of energy-related derivative instruments, including futures contracts on oil, natural gas, and clean energy sources. The Fund aims for long-term total return through a proprietary quantitative methodology, investing in both U.S. and non-U.S. energy instruments.
Inception date
May 3, 2023
Fund family
USCF Investments

Next steps

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Data updated on 2026-09-18