PortfoliosLab logoPortfoliosLab logo
USD/GBP (GBP=X)
Performance
Return for Risk
Drawdowns
Volatility

Share Price Chart


Loading graphics...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of £10,000 in USD/GBP, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


Loading graphics...

S&P 500 Index

Different Benchmark Currency

GBP=X is traded in GBP, while the ^GSPC benchmark is in USD. To make them comparable, the benchmark values have been converted to GBP using the latest available exchange rates.

Returns By Period

USD/GBP (GBP=X) has returned 1.65% so far this year and -2.51% over the past 12 months. Over the last ten years, GBP=X has returned 0.71% per year, falling short of the S&P 500 Index benchmark, which averaged 13.04% annually.


USD/GBP

1D
-0.23%
1M
1.13%
YTD
1.65%
6M
1.69%
1Y
-2.51%
3Y*
-2.37%
5Y*
0.86%
10Y*
0.71%

Benchmark (S&P 500 Index)

1D
0.49%
1M
-3.37%
YTD
-2.36%
6M
-0.37%
1Y
13.80%
3Y*
14.19%
5Y*
11.28%
10Y*
13.04%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Apr 16, 2007, GBP=X's average daily return is +0.01%, while the average monthly return is +0.21%. At this rate, your investment would double in approximately 27.5 years.

Historically, 52% of months were positive and 48% were negative. The best month was Oct 2008 with a return of +11.1%, while the worst month was May 2009 at -8.7%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.

On a daily basis, GBP=X closed higher 50% of trading days. The best single day was Jun 24, 2016 with a return of +9.7%, while the worst single day was Dec 25, 2008 at -3.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-1.54%1.50%1.96%-0.23%1.65%
20250.98%-1.47%-2.65%-3.03%-0.98%-2.00%3.98%-2.37%0.55%2.60%-0.99%-1.74%-7.12%
20240.36%0.50%-0.02%1.05%-1.93%0.78%-1.67%-2.05%-1.87%3.73%1.25%1.78%1.75%
2023-1.79%2.44%-2.53%-1.84%1.03%-2.05%-1.09%1.33%3.87%0.41%-3.76%-0.85%-5.00%
20220.67%0.19%2.14%4.50%-0.22%3.49%-0.03%4.84%4.03%-2.63%-4.89%-0.31%11.89%
2021-0.27%-1.58%1.01%-0.25%-2.74%2.72%-0.55%1.10%2.06%-1.64%3.00%-1.71%0.95%

Benchmark Metrics

USD/GBP has an annualized alpha of 1.14%, beta of 0.10, and R² of 0.04 versus S&P 500 Index. Calculated based on daily prices since April 17, 2007.

  • This currency participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (7.09%) than losses (2.07%) — typical of diversified or defensive assets.
  • Beta of 0.10 may look defensive, but with R² of 0.04 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 0.04 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
1.14%
Beta
0.10
0.04
Upside Capture
7.09%
Downside Capture
2.07%

Return for Risk

Risk / Return Rank

GBP=X ranks 52 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.


GBP=X Risk / Return Rank: 5252
Overall Rank
GBP=X Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
GBP=X Sortino Ratio Rank: 4040
Sortino Ratio Rank
GBP=X Omega Ratio Rank: 4242
Omega Ratio Rank
GBP=X Calmar Ratio Rank: 6868
Calmar Ratio Rank
GBP=X Martin Ratio Rank: 6868
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/GBP (GBP=X) and compare them to a chosen benchmark (S&P 500 Index).


GBP=XBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

-0.30

0.74

-1.04

Sortino ratio

Return per unit of downside risk

-0.38

1.15

-1.53

Omega ratio

Gain probability vs. loss probability

0.96

1.18

-0.22

Calmar ratio

Return relative to maximum drawdown

0.37

1.22

-0.85

Martin ratio

Return relative to average drawdown

0.90

4.79

-3.89

Explore GBP=X risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

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.


Loading graphics...

Worst Drawdowns

The table below displays the maximum drawdowns of the USD/GBP. 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/GBP was 22.85%, occurring on Jan 27, 2026. The portfolio has not yet recovered.

The current USD/GBP drawdown is 19.40%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-22.85%Sep 27, 2022915Jan 27, 2026
-19.91%Mar 11, 20091385Jul 2, 2014517Jun 24, 20161902
-19.3%Mar 20, 2020312May 31, 2021339Sep 16, 2022651
-15.95%Jan 17, 2017325Apr 16, 2018344Aug 9, 2019669
-9.76%Aug 12, 201990Dec 13, 201968Mar 18, 2020158

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading graphics...