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Performance

CHF=X Performance Chart

USD/CHF (CHF=X) is down 0.5% since the beginning of the year. CHF=X is currently trading at CHF 1 per share. Investors who bought CHF 1,000 worth of CHF=X shares 5 years ago would now be looking at an investment worth CHF 877.


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S&P 500 Index

Returns By Period

USD/CHF (CHF=X) has returned -0.51% so far this year and -3.55% over the past 12 months. Over the last ten years, CHF=X has returned -2.05% per year, falling short of the S&P 500 Index benchmark, which averaged 11.33% annually.


USD/CHF

1D
-0.37%
1M
0.78%
YTD
-0.51%
6M
-1.75%
1Y
-3.55%
3Y*
-4.50%
5Y*
-2.58%
10Y*
-2.05%

Benchmark (S&P 500 Index)

1D
0.03%
1M
5.30%
YTD
10.22%
6M
8.67%
1Y
22.51%
3Y*
15.62%
5Y*
9.49%
10Y*
11.33%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CHF=X Monthly Returns History

Based on dividend-adjusted daily data since Aug 28, 2007, CHF=X's average daily return is -0.01%, while the average monthly return is -0.14%.

Historically, 46% of months were positive and 54% were negative. The best month was Sep 2011 with a return of +12.5%, while the worst month was Dec 2008 at -11.7%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 6 months.

On a daily basis, CHF=X closed higher 51% of trading days. The best single day was Sep 6, 2011 with a return of +9.5%, while the worst single day was Jan 15, 2015 at -17.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-2.60%-0.56%4.00%-2.21%0.24%0.75%-0.51%
20250.35%-0.97%-2.00%-6.58%-0.48%-3.52%2.43%-1.56%-0.57%1.13%-0.09%-1.27%-12.62%
20242.37%2.68%1.93%1.99%-1.89%-0.27%-2.41%-3.23%-0.49%2.09%2.00%3.11%7.88%
2023-0.96%2.93%-2.89%-2.27%1.83%-1.71%-2.60%1.33%3.58%-0.50%-3.88%-3.85%-8.95%
20221.68%-1.10%0.63%5.50%-1.45%-0.52%-0.33%2.80%0.96%1.38%-5.53%-2.25%1.37%
20210.48%2.09%3.85%-3.23%-1.59%2.94%-2.13%1.09%1.80%-1.75%0.35%-0.73%2.95%

Benchmark Metrics

USD/CHF has an annualized alpha of -4.13%, beta of 0.22, and R2 of 0.21 versus S&P 500 Index. Calculated based on daily prices since August 29, 2007.

  • This currency participated in 31.43% of S&P 500 Index downside but only 6.88% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.22 may look defensive, but with R2 of 0.21 this currency is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this currency's risk.
  • R2 of 0.21 means this currency moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
-4.13%
Beta
0.22
0.21
Upside Capture
6.88%
Downside Capture
31.43%

Return for Risk

Risk / Return Rank

CHF=X ranks 26 for risk / return — below 26% of currencies on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


CHF=X Risk / Return Rank: 2626
Overall Rank
CHF=X Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
CHF=X Sortino Ratio Rank: 2727
Sortino Ratio Rank
CHF=X Omega Ratio Rank: 2727
Omega Ratio Rank
CHF=X Calmar Ratio Rank: 2525
Calmar Ratio Rank
CHF=X Martin Ratio Rank: 2626
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for USD/CHF (CHF=X) and compare them to S&P 500 Index.


CHF=XBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-2.11

Sortino ratioReturn per unit of downside risk

-2.75

Omega ratioGain probability vs. loss probability

0.94

1.32

-0.38

Calmar ratioReturn relative to maximum drawdown

-0.38

2.45

-2.84

Martin ratioReturn relative to average drawdown

-0.76

8.17

-8.93

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the USD/CHF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the USD/CHF was 41.14%, occurring on Aug 9, 2011. The portfolio has not yet recovered.

The current USD/CHF drawdown is 35.56%.


Related event

Drawdown

Fall

Recovery

Underwater

2011 bear market2011
-41.14%Aug 2011
2y 8mo
17y 6moNov 2008 - now
Financial crisis2007–2009
-18.82%Mar 2008
6mo 14d8mo 7d
1y 2moSep 2007 - Nov 2008
2007 pullback2007
-0.06%Aug 2007
0s1d
1dAug 2007 - Aug 2007
2007 pullback2007
-0.06%Sep 2007
0s1d
1dSep 2007 - Sep 2007

Drawdown Indicators


CHF=XBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-41.14%

-57.69%

+16.55%

Max Drawdown (1Y)

Largest decline over 1 year

-7.52%

-9.21%

+1.69%

Max Drawdown (3Y)

Largest decline over 3 years

-17.43%

-24.92%

+7.49%

Max Drawdown (5Y)

Largest decline over 5 years

-24.87%

-24.92%

+0.05%

Max Drawdown (10Y)

Largest decline over 10 years

-26.13%

-33.88%

+7.75%

Current Drawdown

Current decline from peak

-35.56%

-0.09%

-35.47%

Average Drawdown

Average peak-to-trough decline

-22.15%

-14.42%

-7.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.67%

2.76%

-0.09%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with CHF=X

Add USD/CHF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with CHF=X