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Performance

CHFUSD=X Performance Chart

USD/CHF (CHFUSD=X) is up 0.2% since the beginning of the year. CHFUSD=X is currently trading at $1 per share. Investors who bought $1,000 worth of CHFUSD=X shares 5 years ago would now be looking at an investment worth $1,137.


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S&P 500 Index

Returns By Period

USD/CHF (CHFUSD=X) has returned 0.20% so far this year and 4.29% over the past 12 months. Over the last ten years, CHFUSD=X has returned 2.13% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.


USD/CHF

1D
-0.63%
1M
-0.86%
YTD
0.20%
6M
1.09%
1Y
4.29%
3Y*
4.74%
5Y*
2.60%
10Y*
2.13%

Benchmark (S&P 500 Index)

1D
-0.74%
1M
4.90%
YTD
10.35%
6M
10.28%
1Y
26.52%
3Y*
20.83%
5Y*
12.30%
10Y*
13.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CHFUSD=X Monthly Returns History

Based on dividend-adjusted daily data since Aug 27, 2007, CHFUSD=X's average daily return is +0.01%, while the average monthly return is +0.23%. At this rate, an investment would double in approximately 25.1 years.

Historically, 54% of months were positive and 46% were negative. The best month was Dec 2008 with a return of +13.6%, while the worst month was Sep 2011 at -11.1%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 6 months.

On a daily basis, CHFUSD=X closed higher 49% of trading days. The best single day was Jan 15, 2015 with a return of +21.2%, while the worst single day was Sep 6, 2011 at -8.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.51%0.53%-3.75%2.22%-0.18%-1.00%0.20%
2025-0.37%0.91%2.05%6.95%0.57%3.74%-2.67%1.95%0.39%-1.21%0.35%1.35%14.56%
2024-2.29%-2.62%-1.92%-2.04%2.02%0.75%1.95%3.36%0.34%-1.93%-2.02%-2.89%-7.30%
20230.91%-2.79%2.97%2.31%-1.76%1.72%2.76%-1.46%-3.40%0.53%4.03%3.97%9.83%
2022-1.61%1.10%-0.67%-5.19%1.39%0.46%0.46%-2.71%-0.94%-1.41%5.92%2.28%-1.34%
2021-0.65%-1.98%-3.70%3.33%1.59%-2.84%2.19%-1.07%-1.85%1.86%-0.31%0.68%-2.97%

Benchmark Metrics

USD/CHF has an annualized alpha of 2.76%, beta of 0.00, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since August 28, 2007.

  • This currency participated in 15.43% of S&P 500 Index downside but only 14.11% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.00 may look defensive, but with R2 of 0.00 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 0.00 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
2.76%
Beta
0.00
0.00
Upside Capture
14.11%
Downside Capture
15.43%

Return for Risk

Risk / Return Rank

CHFUSD=X ranks 71 for risk / return — better than 71% of currencies on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


CHFUSD=X Risk / Return Rank: 7171
Overall Rank
CHFUSD=X Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
CHFUSD=X Sortino Ratio Rank: 7070
Sortino Ratio Rank
CHFUSD=X Omega Ratio Rank: 6969
Omega Ratio Rank
CHFUSD=X Calmar Ratio Rank: 7272
Calmar Ratio Rank
CHFUSD=X Martin Ratio Rank: 7373
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 (CHFUSD=X) and compare them to S&P 500 Index.


CHFUSD=XBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.49

2.24

-1.75

Sortino ratio

Return per unit of downside risk

0.80

3.07

-2.28

Omega ratio

Gain probability vs. loss probability

1.09

1.41

-0.31

Calmar ratio

Return relative to maximum drawdown

0.70

2.93

-2.23

Martin ratio

Return relative to average drawdown

1.67

13.52

-11.86

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 29.99%, occurring on Nov 27, 2015. The portfolio has not yet recovered.

The current USD/CHF drawdown is 8.80%.


Related event

Drawdown

Fall

Recovery

Underwater

2015 bear market2015
-29.99%Nov 2015
4y 3mo
14y 10moAug 2011 - now
Financial crisis2007–2009
-19.63%Nov 2008
8mo 7d1y 10mo
2y 6moMar 2008 - Sep 2010
Financial crisis2007–2009
-5.32%Dec 2007
23d25d
1mo 18dNov 2007 - Jan 2008
2010 pullback2010
-5.04%Nov 2010
1mo 16d22d
2mo 8dOct 2010 - Dec 2010
2011 pullback2011
-4.12%Jan 2011
7d1mo 13d
1mo 20dJan 2011 - Feb 2011

Drawdown Indicators


CHFUSD=XBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-29.99%

-56.78%

+26.79%

Max Drawdown (1Y)

Largest decline over 1 year

-4.95%

-9.10%

+4.15%

Max Drawdown (3Y)

Largest decline over 3 years

-8.69%

-18.90%

+10.21%

Max Drawdown (5Y)

Largest decline over 5 years

-11.70%

-25.43%

+13.73%

Max Drawdown (10Y)

Largest decline over 10 years

-13.35%

-33.92%

+20.57%

Current Drawdown

Current decline from peak

-8.80%

-0.74%

-8.06%

Average Drawdown

Average peak-to-trough decline

-18.63%

-10.72%

-7.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.20%

1.97%

+0.23%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with CHFUSD=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 CHFUSD=X