PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions

The table below compares the performance and other essential indicators like dividend yield and expense ratio of 11 Currency ETFs.

Click on any item in the list to see complete information, including risk and performance analysis.


Category: Currency
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
CEW
WisdomTree Emerging Currency Strategy FundCurrency, Actively ManagedMay 6, 20090.55%
-0.28%
-0.58%
2.00%
WisdomTree Chinese Yuan Strategy FundCurrency, Actively ManagedMay 14, 20080.45%
Invesco CurrencyShares Australian Dollar TrustCurrencyJun 21, 20060.40%
-2.30%
-2.72%
1.35%
Invesco CurrencyShares® British Pound Sterling Tru...CurrencyJun 26, 20060.40%
0.98%
-2.53%
3.10%
Invesco CurrencyShares® Canadian Dollar TrustCurrencyJun 26, 20060.40%
-2.39%
-2.00%
2.34%
Invesco CurrencyShares® Euro Currency TrustCurrencyDec 9, 20050.40%
-1.22%
-2.70%
2.14%
Invesco CurrencyShares® Swiss Franc TrustCurrencyJun 26, 20060.40%
-7.93%
-1.13%
0.05%
Invesco CurrencyShares® Japanese Yen TrustCurrencyFeb 12, 20070.40%
-10.85%
-4.79%
0.00%
Invesco DB US Dollar Index Bearish FundCurrencyFeb 20, 20070.77%
-2.39%
-3.14%
5.34%
WisdomTree Bloomberg U.S. Dollar Bullish FundCurrency, Actively ManagedDec 18, 20130.51%
6.17%
3.48%
6.58%
Invesco DB US Dollar Index Bullish FundCurrencyFeb 20, 20070.75%
6.24%
4.04%
6.07%

1–11 of 11

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

Loading data...