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Performance

EURUSD=X Performance Chart

EUR/USD (EURUSD=X) is down 1.9% since the beginning of the year. EURUSD=X is currently trading at $1 per share. Investors who bought $1,000 worth of EURUSD=X shares 5 years ago would now be looking at an investment worth $947.


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S&P 500 Index

Returns By Period

EUR/USD (EURUSD=X) has returned -1.90% so far this year and 0.68% over the past 12 months.


EUR/USD

1D
-0.76%
1M
-1.92%
YTD
-1.90%
6M
-1.04%
1Y
0.68%
3Y*
2.52%
5Y*
-1.08%
10Y*
0.15%

Benchmark (S&P 500 Index)

1D
-2.64%
1M
0.25%
YTD
7.86%
6M
7.47%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

EURUSD=X Monthly Returns History

Based on dividend-adjusted daily data since May 24, 2007, EURUSD=X's average daily return is 0.00%, while the average monthly return is -0.03%.

Historically, 50% of months were positive and 50% were negative. The best month was Dec 2008 with a return of +9.8%, while the worst month was Oct 2008 at -9.6%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 9 months.

On a daily basis, EURUSD=X closed higher 50% of trading days. The best single day was Mar 18, 2009 with a return of +3.5%, while the worst single day was Oct 24, 2008 at -2.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.89%-0.28%-2.23%1.54%-0.74%-1.04%-1.90%
20250.01%0.17%4.25%4.74%0.17%3.88%-3.16%2.56%0.22%-1.68%0.56%1.25%13.43%
2024-1.99%-0.12%-0.15%-1.15%1.71%-1.26%1.07%2.03%0.81%-2.26%-2.84%-2.07%-6.18%
20231.51%-2.65%2.55%1.61%-2.98%2.07%0.80%-1.39%-2.48%0.00%2.94%1.40%3.16%
2022-1.32%-0.14%-1.35%-4.75%1.80%-2.31%-2.46%-1.71%-2.50%0.79%5.35%2.82%-6.01%
2021-0.68%-0.52%-2.82%2.44%1.73%-3.01%0.09%-0.50%-1.97%-0.12%-1.93%0.40%-6.81%

Benchmark Metrics

EUR/USD has an annualized alpha of -0.41%, beta of 0.14, and R2 of 0.07 versus S&P 500 Index. Calculated based on daily prices since May 25, 2007.

  • This currency participated in 22.07% of S&P 500 Index downside but only 11.77% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.14 may look defensive, but with R2 of 0.07 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 0.07 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
-0.41%
Beta
0.14
0.07
Upside Capture
11.77%
Downside Capture
22.07%

Return for Risk

Risk / Return Rank

EURUSD=X ranks 54 for risk / return — on par with similar currencies. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


EURUSD=X Risk / Return Rank: 5454
Overall Rank
EURUSD=X Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
EURUSD=X Sortino Ratio Rank: 5454
Sortino Ratio Rank
EURUSD=X Omega Ratio Rank: 5454
Omega Ratio Rank
EURUSD=X Calmar Ratio Rank: 5454
Calmar Ratio Rank
EURUSD=X Martin Ratio Rank: 5454
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 EUR/USD (EURUSD=X) and compare them to S&P 500 Index.


EURUSD=XBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.02

Calmar ratioReturn relative to maximum drawdown

0.11

Martin ratioReturn relative to average drawdown

0.25

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 EUR/USD. 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 EUR/USD was 40.01%, occurring on Sep 27, 2022. The portfolio has not yet recovered.

The current EUR/USD drawdown is 27.94%.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-40.01%Sep 2022
14y 5mo
18y 1moApr 2008 - now
Financial crisis2007–2009
-3.65%Dec 2007
23d2mo 8d
3mo 1dNov 2007 - Feb 2008
2007 pullback2007
-2.90%Aug 2007
24d26d
1mo 20dJul 2007 - Sep 2007
2007 pullback2007
-1.64%Jun 2007
6d17d
23dJun 2007 - Jun 2007
Financial crisis2007–2009
-1.58%Mar 2008
6d2d
8dMar 2008 - Mar 2008

Drawdown Indicators


EURUSD=XBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-40.01%

-9.10%

-30.91%

Max Drawdown (1Y)

Largest decline over 1 year

-5.19%

Max Drawdown (3Y)

Largest decline over 3 years

-8.83%

Max Drawdown (5Y)

Largest decline over 5 years

-21.30%

Max Drawdown (10Y)

Largest decline over 10 years

-23.31%

Current Drawdown

Current decline from peak

-27.94%

-2.97%

-24.97%

Average Drawdown

Average peak-to-trough decline

-23.42%

-1.13%

-22.29%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.41%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with EURUSD=X

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