USLUnited States 12 Month Oil Fund, LP

Beat inflation18y track recordRanked #94 of 114 in this goal

The investment objective of USL is for the daily changes in percentage terms of its NAV to reflect the daily changes in the price of light, sweet crude oil.

By USCF Investments · Launched 2007

Annual Cost

1.01%

#4,997 of 5,562 · expensive

Fund Size

$54M

#3,504 of 5,562 · mid-size

Return (1Y)Goal

+26.8%

Track Record

18 years

#554 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$11,995+20.0%

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

Classification

How Beacon categorizes this fund

Asset class

Commodity

Index tracked

Benchmark Oil Futures Contracts

What it actually holds

By weight

Asset allocation

Other

53.5%

Preferred

28.4%

Cash

18.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

29.0%High

Year-on-year price swings

Max drawdown

-66.0%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.54Decent risk-adjusted returns

Sortino (3Y)

0.76Moderate downside risk

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: The investment objective of USL is for the daily changes in percentage terms of its NAV to reflect the daily changes in the price of light, sweet crude oil.
Strategy: Invests primarily in futures contracts for light, sweet crude oil and other petroleum-based fuels traded on the NYMEX and other exchanges to track the price of the Benchmark Oil Futures Contracts.
Inception date: December 6, 2007
Fund family: USCF Investments