United States Oil Fund, LP USO
- Expense Ratio (TER) 0.86% · Fair — moderate costs
- AUM (Fund Size) 1.88B · Large — good liquidity & low tracking error
- Distribution Yield 0.00% · Growth-focused (no yield)
- Long-Term Track Record 3Y avg +21.2%/yr · 5Y avg +19.3%/yr
- Annual Volatility 45.0% · Very High
- Worst 1-Year Drawdown -32.5% · Significant — prepare for deep dips
- Risk-Adjusted Return Sharpe 1.30 · Good — earns well per unit of risk
Auto-generated from fund data and price history. Not investment advice — verify with the fund issuer's factsheet before investing.
About This Fund
USO seeks to achieve its investment objective by investing primarily in futures contracts for light, sweet crude oil, other types of crude oil, diesel-heating oil, gasoline, natural gas, and other petroleum-based fuels.
Investment Strategy & Highlights
- Theme: Tracks Crude Oil.
- Category: Commodities Focused · managed by USCF Investments.
- Cost: Expense ratio of 0.86% — moderate for this category.
- Track record: 3Y avg +21.22% · 5Y avg +19.31% per year.
- Trading: Listed on PCX, denominated in USD.
Curated from issuer disclosures, fund factsheets, and public market data. Figures are illustrative and not investment advice.
Key Facts
Performance Returns
Total price return over each window. 3Y/5Y use weekly close history; shorter windows use daily closes.
Risk & Volatility
Volatility = stdev of daily returns × √252. Sharpe-like = annualized mean / annualized vol (rf = 0%). Educational estimates from 1-year price history.
Technical Trend
Signal: Mildly bullish (50/200 in uptrend)
Computed from daily close history. SMA-50 above SMA-200 is the classic “golden cross” trend regime. RSI > 70 overbought · RSI < 30 oversold.
PROS
- Attractive risk-adjusted return (Sharpe~1.30).
CONS
- High volatility (~45% annualized) — significant drawdown risk.
- Large 1-year drawdown (-32.5%).
- Overbought short-term (RSI 70).
* The pros and cons are auto-generated from fund metrics.
Price Chart
🔄 Similar Funds to Compare
This fund is in the Commodities Focused category. Compare with other funds in the same category on the Funds & ETFs page to find the best fit for your strategy.
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- Check 1Y/3Y/5Y returns — consistency matters
- Review AUM — larger funds have better liquidity
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Top Holdings
Holdings data not available for this fund.
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