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Performance analysis of DBO (Invesco DB Oil Fund)

Annual Return

Over the past 3 years, DBO has had an average annual return of +21.84%, underperforming the benchmark SPY, which returned +22.45% annual.

Over the past 5 years, DBO has had an average annual return of +15.98%, outperforming the benchmark SPY, which returned +13.88% annual.

Over the past 10 years, DBO has had an average annual return of +11.36%, underperforming the benchmark SPY, which returned +15.44% annual.

Since Jan 5, 2007, DBO has had an average annual return of +0.70%, underperforming the benchmark SPY, which returned +11.05% annual.

202620252024202320222021202020192018201720162015
+84.75%-11.77%+7.85%-4.49%+13.02%+60.75%-20.99%+28.03%-15.17%+4.85%+6.95%-42.35%
20142013201220112010200920082007
-43.33%+6.80%-9.20%+1.24%+2.36%+42.91%-44.10%+48.58%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+15%+2.92%+36.21%+13.73%-5.50%+6.63%+84.75%
2025+2.86%-3.59%+0.98%-16.19%+3.26%+6.61%+8.54%-5.09%-1.24%-1.64%-1.90%-2.73%-11.77%
2024+4.18%+0.83%+6.36%+0.26%-2.39%+4.22%-2.47%-5.05%-4.83%+3.95%-1.66%+5.06%+7.85%
2023-0.66%-2.78%-0.82%+1.24%-9.35%+5.61%+14.43%+2.42%+6.65%-6.29%-6.53%-6.04%-4.49%
2022+11.58%+4.70%+9.41%+2.71%+9.33%-6.22%-1.92%-5.25%-10.44%+9.42%-5.06%-2.88%+13.02%
2021+7.60%+16.53%-0.47%+6.84%+5.16%+9.05%+1.46%-4.28%+9.59%+10.27%-18.71%+10.18%+60.75%
2020-14.90%-10.57%-24.50%-9.64%+17.33%+7.54%+4.89%+4.91%-6.52%-10.69%+23.21%+6.56%-20.99%
2019+17.13%+4.21%+1.66%+3.89%-14.38%+7.38%+1.30%-7.08%+0.10%+1.28%+2.81%+10.09%+28.03%
2018+7.99%-4.28%+6.46%+5.82%+0.84%+4.54%-2.01%+3.52%+6.65%-9.72%-22.10%-9.19%-15.17%
2017-3.41%-0.45%-5.56%-2.85%-2.94%-2.63%+5.81%-2.45%+5.52%+5.10%+4.78%+4.85%+4.85%

Drawdown analysis of DBO (Invesco DB Oil Fund)

The maximum drawdown for the DBO was -90.18%, occurring on Apr 28, 2020. This drawdown has not yet recovered.

The current DBO drawdown is -51.42%.

Since Jan 5, 2007 DBO has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 1 time
  • 30% or more: 1 time
  • 20% or more: 1 time
  • 10% or more: 2 times
DepthStartTo BottomBottomTo RecoverEndTotal
-90.18%Jul 14, 20082968Apr 28, 2020OngoingOngoingOngoing
-11.30%Jan 3, 200813Jan 23, 200818Feb 19, 200831
-9.75%Jan 8, 20077Jan 18, 20079Jan 31, 200716
-8.94%May 21, 20089Jun 4, 20082Jun 6, 200811
-8.34%Nov 20, 200710Dec 5, 200715Dec 27, 200725
-8.15%Aug 2, 200714Aug 22, 200714Sep 12, 200728
-7.65%Mar 12, 20087Mar 24, 200810Apr 7, 200817
-6.06%Mar 29, 200714Apr 19, 200741Jun 18, 200755
-5.83%Apr 28, 20083May 1, 20082May 5, 20085
-5.61%Jul 3, 20083Jul 9, 20082Jul 11, 20085
-5.39%Mar 7, 20077Mar 16, 20078Mar 28, 200715
-5.36%Nov 9, 20072Nov 13, 20075Nov 20, 20077
-4.73%Jun 23, 20082Jun 25, 20084Jul 1, 20086
-3.79%Feb 28, 20073Mar 5, 20072Mar 7, 20075
-3.54%Oct 29, 20071Oct 30, 20073Nov 2, 20074
-3.30%Feb 8, 20075Feb 15, 20074Feb 22, 20079
-3.25%Jun 6, 20082Jun 10, 20081Jun 11, 20083
-3.18%Sep 21, 20078Oct 3, 20076Oct 11, 200714
-3.04%Jun 18, 20081Jun 19, 20082Jun 23, 20083
-2.98%Feb 28, 20083Mar 4, 20081Mar 5, 20084
-2.48%Jun 18, 20077Jun 27, 20075Jul 5, 200712
-2.44%Jul 19, 20073Jul 24, 20077Aug 2, 200710
-2.44%Feb 20, 20081Feb 21, 20083Feb 26, 20084
-2.35%Apr 23, 20081Apr 24, 20082Apr 28, 20083
-2.32%Feb 26, 20071Feb 27, 20071Feb 28, 20072