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Performance

JPYUSD=X Performance Chart

JPY/USD (JPYUSD=X) is down 2.0% since the beginning of the year. JPYUSD=X is currently trading at $0 per share. Investors who bought $1,000 worth of JPYUSD=X shares 5 years ago would now be looking at an investment worth $685.


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S&P 500 Index

Returns By Period

JPY/USD (JPYUSD=X) has returned -2.00% so far this year and -9.92% over the past 12 months. Over the last ten years, JPYUSD=X has returned -3.98% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.


JPY/USD

1D
-0.17%
1M
-1.69%
YTD
-2.00%
6M
-2.90%
1Y
-9.92%
3Y*
-4.34%
5Y*
-7.29%
10Y*
-3.98%

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)

JPYUSD=X Monthly Returns History

Based on dividend-adjusted daily data since Jun 29, 2007, JPYUSD=X's average daily return is 0.00%, while the average monthly return is -0.07%.

Historically, 50% of months were positive and 50% were negative. The best month was Nov 2022 with a return of +7.7%, while the worst month was Nov 2016 at -8.5%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 8 months.

On a daily basis, JPYUSD=X closed higher 47% of trading days. The best single day was Mar 16, 2011 with a return of +5.6%, while the worst single day was Oct 28, 2008 at -6.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.24%-0.84%-1.69%1.35%-1.76%-0.28%-2.00%
20251.31%3.03%0.42%4.86%-0.70%-0.03%-4.38%2.59%-0.69%-3.98%-0.97%-0.73%0.33%
2024-4.01%-2.01%-0.89%-4.10%0.32%-2.27%7.37%2.53%1.73%-5.49%1.52%-4.72%-10.26%
20230.79%-4.50%2.58%-2.51%-2.21%-3.46%1.43%-2.26%-2.56%-1.52%2.35%5.07%-7.04%
2022-0.05%0.16%-5.53%-6.27%0.87%-5.19%1.90%-4.22%-3.90%-2.71%7.74%5.30%-12.23%
2021-1.34%-1.70%-3.78%1.25%-0.21%-1.36%1.28%-0.29%-1.16%-2.40%0.72%-1.64%-10.24%

Benchmark Metrics

JPY/USD has an annualized alpha of 0.82%, beta of -0.16, and R2 of 0.10 versus S&P 500 Index. Calculated based on daily prices since July 02, 2007.

  • This currency tended to rise when S&P 500 Index fell (downside capture of -8.58%), but participation in market rallies was also limited (-8.05%) - a profile typical of counter-cyclical assets.
  • Beta of -0.16 may look defensive, but with R2 of 0.10 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 0.10 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
0.82%
Beta
-0.16
0.10
Upside Capture
-8.05%
Downside Capture
-8.58%

Return for Risk

Risk / Return Rank

JPYUSD=X ranks 12 for risk / return — in the bottom 12% of currencies on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


JPYUSD=X Risk / Return Rank: 1212
Overall Rank
JPYUSD=X Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
JPYUSD=X Sortino Ratio Rank: 99
Sortino Ratio Rank
JPYUSD=X Omega Ratio Rank: 1010
Omega Ratio Rank
JPYUSD=X Calmar Ratio Rank: 1414
Calmar Ratio Rank
JPYUSD=X Martin Ratio Rank: 1818
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 JPY/USD (JPYUSD=X) and compare them to S&P 500 Index.


JPYUSD=XBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

-1.06

2.24

-3.30

Sortino ratio

Return per unit of downside risk

-1.55

3.07

-4.63

Omega ratio

Gain probability vs. loss probability

0.83

1.41

-0.58

Calmar ratio

Return relative to maximum drawdown

-0.73

2.93

-3.66

Martin ratio

Return relative to average drawdown

-1.08

13.52

-14.61

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 JPY/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 JPY/USD was 52.96%, occurring on Jul 3, 2024. The portfolio has not yet recovered.

The current JPY/USD drawdown is 52.41%.


Related event

Drawdown

Fall

Recovery

Underwater

2024 bear market2024
-52.96%Jul 2024
12y 8mo
14y 7moOct 2011 - now
Financial crisis2007–2009
-13.76%Apr 2009
3mo 19d7mo 24d
11mo 13dDec 2008 - Nov 2009
Financial crisis2007–2009
-12.02%Aug 2008
5mo2mo 10d
7mo 10dMar 2008 - Oct 2008
2011 pullback2011
-9.40%Apr 2011
20d3mo 24d
4mo 14dMar 2011 - Jul 2011
2010 pullback2010
-8.93%May 2010
5mo 4d3mo 1d
8mo 5dDec 2009 - Aug 2010

Drawdown Indicators


JPYUSD=XBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-52.96%

-56.78%

+3.82%

Max Drawdown (1Y)

Largest decline over 1 year

-11.01%

-9.10%

-1.91%

Max Drawdown (3Y)

Largest decline over 3 years

-14.63%

-18.90%

+4.27%

Max Drawdown (5Y)

Largest decline over 5 years

-32.59%

-25.43%

-7.16%

Max Drawdown (10Y)

Largest decline over 10 years

-38.21%

-33.92%

-4.29%

Current Drawdown

Current decline from peak

-52.41%

-0.74%

-51.67%

Average Drawdown

Average peak-to-trough decline

-26.83%

-10.72%

-16.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.96%

1.97%

+3.99%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with JPYUSD=X

Add JPY/USD 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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