USL vs OCTT

Comparison between United States 12 Month Oil Fund LP (USL, ETF) and ALLIANZIM U.S. EQUITY BUFFER10 OCT ETF (OCTT, ETF).

5-Year PerformanceUSL has outperformed OCTT, delivering a return of +16.5% compared to +10.2%

USL vs OCTT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USL(ETF)	OCTT(ETF)
Net Assets	$59M	$59M
Expense Ratio	1.01%	0.74%
Max Drawdown	89.06%	13.49%
Sharpe Ratio	1.51	1.71
5Y Beta	0.16	0.60

Net Assets

Winner

USL

$59M

OCTT

$59M

Expense Ratio

USL

1.01%

Winner

OCTT

0.74%

Max Drawdown

USL

89.06%

Winner

OCTT

13.49%

Sharpe Ratio

USL

1.51

Winner

OCTT

1.71

5Y Beta

Winner

USL

0.16

OCTT

0.60

USL vs OCTT - Historical Returns

Returns include dividend reinvestment.

Period	USL	OCTT
1 month	-4.03%	+1.34%
3 months	+26.05%	+5.73%
6 months	+51.69%	+6.13%
1 year	+52.34%	+18.58%
5 years(CAGR)	+16.55%	+10.20%
10 years(CAGR)	+10.34%	N/A
Max(CAGR)	+0.10%	+11.38%

USL

-4.03%

Winner

OCTT

+1.34%

Winner

USL

+26.05%

OCTT

+5.73%

Winner

USL

+51.69%

OCTT

+6.13%

Winner

USL

+52.34%

OCTT

+18.58%

5Y(CAGR)

Winner

USL

+16.55%

OCTT

+10.20%

10Y(CAGR)

USL

+10.34%

OCTT

N/A

Max(CAGR)

USL

+0.10%

Winner

OCTT

+11.38%

USL vs OCTT - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	USL	OCTT
2026	+57.55%	+5.85%
2025	-13.51%	+13.95%
2024	+9.35%	+12.22%
2023	+2.16%	+21.28%
2022	+25.84%	-7.51%
2021	+65.27%	+14.54%
2020	-25.39%	+7.16%
2019	+25.29%	N/A
2018	-14.64%	N/A
2017	+4.24%	N/A
2016	+20.01%	N/A
2015	-35.41%	N/A
2014	-35.84%	N/A
2013	+6.91%	N/A
2012	-11.94%	N/A
2011	+0.78%	N/A
2010	+4.42%	N/A
2009	+26.44%	N/A
2008	-46.75%	N/A
2007	+5.09%	N/A

USL vs OCTT Drawdown Comparison

The maximum drawdown for USL was -89.06%, occurring on Apr 28, 2020. This drawdown has not yet recovered.

The maximum drawdown for OCTT was -13.49%, occurring on Jun 16, 2022. Recovery took 332 trading sessions.

The current USL drawdown is -40.38%. The current OCTT drawdown is -1.20%.

Rank	USL	OCTT
#1	-89.06% Jul 11, 2008 - Apr 28, 2020	-13.49% Jan 3, 2022 - May 1, 2023
#2	-10.83% Mar 13, 2008 - Apr 7, 2008	-13.04% Feb 19, 2025 - Jun 24, 2025
#3	-10.40% Jan 3, 2008 - Feb 19, 2008	-6.93% Sep 14, 2023 - Nov 20, 2023
#4	-9.47% May 21, 2008 - Jun 6, 2008	-5.81% Feb 25, 2026 - Apr 14, 2026
#5	-6.96% Jul 3, 2008 - Jul 11, 2008	-4.86% Oct 12, 2020 - Nov 9, 2020
#6	-4.50% Apr 25, 2008 - May 5, 2008	-3.08% Oct 27, 2025 - Dec 5, 2025
#7	-3.49% Jun 6, 2008 - Jun 23, 2008	-2.55% Jul 16, 2024 - Aug 14, 2024
#8	-3.05% Feb 28, 2008 - Mar 5, 2008	-2.42% Dec 6, 2024 - Jan 21, 2025
#9	-2.80% May 9, 2008 - May 19, 2008	-2.30% Nov 16, 2021 - Dec 10, 2021
#10	-2.58% Dec 12, 2007 - Dec 26, 2007	-2.26% Aug 1, 2023 - Aug 29, 2023
#11	-2.16% Dec 6, 2007 - Dec 12, 2007	-2.15% May 1, 2023 - May 18, 2023
#12	-1.82% Jun 23, 2008 - Jun 26, 2008	-2.05% Mar 28, 2024 - May 6, 2024
#13	-1.12% Apr 22, 2008 - Apr 25, 2008	-2.01% Jan 21, 2021 - Feb 4, 2021
#14	-0.96% Feb 21, 2008 - Feb 26, 2008	-1.84% Feb 24, 2021 - Mar 10, 2021
#15	-0.86% Apr 9, 2008 - Apr 14, 2008	-1.80% Oct 6, 2025 - Oct 21, 2025