United States Oil Fund (USO)

69.50 -2.02%
Jan 29 close; Powered by Koyfin
Pros

None for now.

Cons
3-year return below the benchmark
5-year return below the benchmark
10-year return below the benchmark
High expense ratio

Pros

None that we could think of.

Cons

  1. USO 3-year return is -28.3%, which is lower than the 3-year return of the benchmark index (Morningstar Long-Only Commodity TR USD), -3.26%.
  2. USO 5-year return is -25.06%, which is lower than the 5-year return of the benchmark index (Morningstar Long-Only Commodity TR USD), -3.77%.
  3. USO 10-year return is -19.98%, which is lower than the 10-year return of the benchmark index (Morningstar Long-Only Commodity TR USD), -4.53%.
  4. USO expense ratio is 0.79%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?