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USD/INR

Performance

INR=X Performance Chart

USD/INR (INR=X) is up 6.5% since the beginning of the year. INR=X is currently trading at ₹96 per share. Investors who bought ₹1,000 worth of INR=X shares 5 years ago would now be looking at an investment worth ₹1,311.


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S&P 500 Index

Returns By Period

USD/INR (INR=X) has returned 6.53% so far this year and 11.49% over the past 12 months. Over the last ten years, INR=X has returned 3.63% per year, falling short of the S&P 500 Index benchmark, which averaged 17.78% annually.


USD/INR

1D
0.15%
1M
0.55%
YTD
6.53%
6M
6.58%
1Y
11.49%
3Y*
5.13%
5Y*
5.56%
10Y*
3.63%

Benchmark (S&P 500 Index)

1D
-0.59%
1M
4.62%
YTD
17.55%
6M
17.41%
1Y
41.05%
3Y*
27.03%
5Y*
18.54%
10Y*
17.78%
*Multi-year figures are annualized to reflect compound growth (CAGR)

INR=X Monthly Returns History

Based on dividend-adjusted daily data since Jul 2, 2007, INR=X's average daily return is +0.02%, while the average monthly return is +0.40%. At this rate, an investment would double in approximately 14.5 years.

Historically, 56% of months were positive and 44% were negative. The best month was Aug 2013 with a return of +10.0%, while the worst month was Jan 2012 at -6.7%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 8 months.

On a daily basis, INR=X closed higher 50% of trading days. The best single day was Aug 27, 2013 with a return of +3.5%, while the worst single day was May 18, 2009 at -3.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.01%-0.67%2.65%1.56%0.12%0.73%6.53%
20251.23%0.93%-2.33%-1.06%0.99%0.28%2.05%0.79%0.71%-0.08%0.71%0.54%4.79%
2024-0.20%-0.20%0.58%0.10%-0.09%-0.02%0.40%0.16%-0.02%0.30%0.61%1.38%3.03%
2023-1.04%1.17%-0.71%-0.49%1.12%-0.72%0.21%0.46%0.71%0.01%0.12%-0.12%0.69%
20220.10%1.36%0.49%0.85%1.30%1.78%0.44%0.17%2.78%1.40%-1.94%1.61%10.75%
2021-0.12%1.52%-0.99%1.36%-2.29%2.50%-0.07%-1.82%1.80%0.93%0.13%-0.85%1.99%

Benchmark Metrics

USD/INR has an annualized alpha of 4.40%, beta of 0.03, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since July 03, 2007.

  • This currency captured 9.97% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -10.52%) - a profile typical of hedging or uncorrelated assets.
  • Beta of 0.03 may look defensive, but with R2 of 0.01 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 0.01 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
4.40%
Beta
0.03
0.01
Upside Capture
9.97%
Downside Capture
-10.52%

Return for Risk

Risk / Return Rank

INR=X ranks 97 for risk / return — in the top 97% of currencies on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


INR=X Risk / Return Rank: 9797
Overall Rank
INR=X Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
INR=X Sortino Ratio Rank: 9797
Sortino Ratio Rank
INR=X Omega Ratio Rank: 9696
Omega Ratio Rank
INR=X Calmar Ratio Rank: 9797
Calmar Ratio Rank
INR=X Martin Ratio Rank: 9797
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/INR (INR=X) and compare them to S&P 500 Index.


INR=XBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.68

Sortino ratioReturn per unit of downside risk

-1.98

Omega ratioGain probability vs. loss probability

1.39

1.64

-0.25

Calmar ratioReturn relative to maximum drawdown

3.59

6.12

-2.53

Martin ratioReturn relative to average drawdown

10.99

23.79

-12.80

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/INR. 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/INR was 15.55%, occurring on Nov 5, 2010. Recovery took 271 trading sessions.

The current USD/INR drawdown is 0.92%.


Related event

Drawdown

Fall

Recovery

Underwater

2010 correction2010
-15.55%Nov 2010
1y 8mo1y 16d
2y 8moMar 2009 - Nov 2011
2014 correction2014
-15.30%May 2014
8mo 20d1y 9mo
2y 5moSep 2013 - Feb 2016
2012 pullback2012
-9.51%Feb 2012
1mo 20d3mo 6d
4mo 26dDec 2011 - May 2012
2012 pullback2012
-9.47%Oct 2012
3mo 11d8mo 4d
11mo 15dJun 2012 - Jun 2013
2018 pullback2018
-8.40%Jan 2018
1y 10mo5mo 23d
2y 4moFeb 2016 - Jun 2018

Drawdown Indicators


INR=XBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-15.55%

-43.99%

+28.44%

Max Drawdown (1Y)

Largest decline over 1 year

-2.60%

-6.78%

+4.18%

Max Drawdown (3Y)

Largest decline over 3 years

-4.06%

-19.29%

+15.23%

Max Drawdown (5Y)

Largest decline over 5 years

-4.06%

-20.51%

+16.45%

Max Drawdown (10Y)

Largest decline over 10 years

-8.16%

-28.50%

+20.34%

Current Drawdown

Current decline from peak

-0.92%

-0.71%

-0.21%

Average Drawdown

Average peak-to-trough decline

-4.65%

-6.14%

+1.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.86%

1.74%

-0.88%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with INR=X

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

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