PortfoliosLab logoPortfoliosLab logo

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

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


USD/NZD

Performance

NZD=X Performance Chart

USD/NZD (NZD=X) is up 0.1% since the beginning of the year. NZD=X is currently trading at NZ$2 per share. Investors who bought NZ$1,000 worth of NZD=X shares 5 years ago would now be looking at an investment worth NZ$1,206.


Loading charts...

S&P 500 Index

Returns By Period

USD/NZD (NZD=X) has returned 0.07% so far this year and 4.84% over the past 12 months. Over the last ten years, NZD=X has returned 2.14% per year, falling short of the S&P 500 Index benchmark, which averaged 16.10% annually.


USD/NZD

1D
0.32%
1M
1.54%
YTD
0.07%
6M
0.41%
1Y
4.84%
3Y*
2.53%
5Y*
3.81%
10Y*
2.14%

Benchmark (S&P 500 Index)

1D
1.41%
1M
3.57%
YTD
9.65%
6M
11.17%
1Y
31.48%
3Y*
22.64%
5Y*
16.76%
10Y*
16.10%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NZD=X Monthly Returns History

Based on dividend-adjusted daily data since Jul 17, 2007, NZD=X's average daily return is +0.01%, while the average monthly return is +0.21%. At this rate, an investment would double in approximately 27.5 years.

Historically, 51% of months were positive and 49% were negative. The best month was Oct 2008 with a return of +15.2%, while the worst month was May 2009 at -11.8%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 7 months.

On a daily basis, NZD=X closed higher 49% of trading days. The best single day was Oct 24, 2008 with a return of +7.7%, while the worst single day was Oct 28, 2008 at -5.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-4.40%0.40%4.38%-2.76%-0.98%3.74%0.07%
2025-0.76%0.69%-1.43%-4.31%-0.51%-2.09%3.42%-0.27%1.93%1.23%-0.20%-0.36%-2.81%
20243.31%0.49%1.80%1.50%-4.11%0.85%2.41%-4.80%-1.53%6.15%0.87%5.93%12.96%
2023-1.37%4.13%-1.14%1.19%2.73%-1.96%-1.12%4.05%-0.53%3.32%-5.68%-2.60%0.52%
20224.03%-2.96%-2.27%7.39%-0.85%4.32%-0.77%2.85%9.27%-3.67%-7.70%-0.88%7.70%
20210.01%-0.70%3.61%-2.52%-1.55%4.05%0.22%-0.99%2.11%-3.80%5.11%-0.24%5.02%

Benchmark Metrics

USD/NZD has an annualized alpha of 1.42%, beta of 0.11, and R2 of 0.02 versus S&P 500 Index. Calculated based on daily prices since July 17, 2007.

  • This currency participated in 31.68% of S&P 500 Index downside but only 20.59% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.11 may look defensive, but with R2 of 0.02 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 0.02 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
1.42%
Beta
0.11
0.02
Upside Capture
20.59%
Downside Capture
31.68%

Return for Risk

Risk / Return Rank

NZD=X ranks 73 for risk / return — better than 73% 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.


NZD=X Risk / Return Rank: 7373
Overall Rank
NZD=X Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
NZD=X Sortino Ratio Rank: 7474
Sortino Ratio Rank
NZD=X Omega Ratio Rank: 7373
Omega Ratio Rank
NZD=X Calmar Ratio Rank: 7373
Calmar Ratio Rank
NZD=X Martin Ratio Rank: 7272
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/NZD (NZD=X) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


NZD=XBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-2.27

Sortino ratioReturn per unit of downside risk

-2.92

Omega ratioGain probability vs. loss probability

1.09

1.51

-0.43

Calmar ratioReturn relative to maximum drawdown

0.48

3.59

-3.12

Martin ratioReturn relative to average drawdown

1.02

10.79

-9.76

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 charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the USD/NZD. 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/NZD was 44.14%, occurring on Jul 9, 2014. The portfolio has not yet recovered.

The current USD/NZD drawdown is 14.35%.


Related event

Drawdown

Fall

Recovery

Underwater

2014 bear market2014
-44.14%Jul 2014
5y 4mo
17y 3moMar 2009 - now
Financial crisis2007–2009
-15.87%Mar 2008
6mo 9d5mo 23d
12mo 2dSep 2007 - Sep 2008
Financial crisis2007–2009
-12.69%Jan 2009
1mo 16d14d
2moNov 2008 - Jan 2009
Financial crisis2007–2009
-10.37%Nov 2008
7d16d
23dOct 2008 - Nov 2008
Financial crisis2007–2009
-6.42%Feb 2009
6d18d
24dFeb 2009 - Feb 2009

Drawdown Indicators


NZD=XBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-44.14%

-36.52%

-7.62%

Max Drawdown (1Y)

Largest decline over 1 year

-8.15%

-8.80%

+0.65%

Max Drawdown (3Y)

Largest decline over 3 years

-9.33%

-20.17%

+10.84%

Max Drawdown (5Y)

Largest decline over 5 years

-14.49%

-20.17%

+5.68%

Max Drawdown (10Y)

Largest decline over 10 years

-23.72%

-26.36%

+2.64%

Current Drawdown

Current decline from peak

-14.35%

0.00%

-14.35%

Average Drawdown

Average peak-to-trough decline

-26.39%

-9.75%

-16.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.18%

2.93%

+1.25%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with NZD=X

Add USD/NZD 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 NZD=X