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Performance

NZDUSD=X Performance Chart

New Zealand Dollar/US Dollar FX (NZDUSD=X) is up 1.8% since the beginning of the year. NZDUSD=X is currently trading at $1 per share. Investors who bought $1,000 worth of NZDUSD=X shares 5 years ago would now be looking at an investment worth $813.


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S&P 500 Index

Returns By Period

New Zealand Dollar/US Dollar FX (NZDUSD=X) has returned 1.78% so far this year and -2.94% over the past 12 months.


New Zealand Dollar/US Dollar FX

1D
-0.03%
1M
-1.65%
YTD
1.78%
6M
1.44%
1Y
-2.94%
3Y*
-1.18%
5Y*
-4.06%
10Y*
-1.65%

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)

NZDUSD=X Monthly Returns History

Based on dividend-adjusted daily data since Jul 2, 2007, NZDUSD=X's average daily return is 0.00%, while the average monthly return is -0.05%.

Historically, 50% of months were positive and 50% were negative. The best month was May 2009 with a return of +13.4%, while the worst month was Jan 2009 at -13.0%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 6 months.

On a daily basis, NZDUSD=X closed higher 51% of trading days. The best single day was Dec 16, 2008 with a return of +4.4%, while the worst single day was Oct 24, 2008 at -6.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20264.57%-0.45%-4.10%2.83%1.02%-1.87%1.78%
20250.63%-0.63%1.51%4.51%0.42%2.29%-3.39%0.30%-1.91%-1.22%0.23%0.32%2.87%
2024-3.18%-0.48%-1.80%-1.51%4.31%-0.85%-2.28%4.98%1.61%-5.86%-0.97%-5.48%-11.45%
20231.46%-3.95%1.11%-1.18%-2.60%1.95%1.19%-3.90%0.50%-2.85%5.63%2.67%-0.44%
2022-3.96%2.93%2.42%-6.87%0.88%-4.20%0.83%-2.73%-8.55%3.89%8.29%0.80%-7.32%
2021-0.14%0.72%-3.39%2.46%1.59%-3.98%-0.15%1.02%-2.05%3.92%-4.81%0.36%-4.75%

Benchmark Metrics

New Zealand Dollar/US Dollar FX has an annualized alpha of -11.29%, beta of 0.36, and R2 of 0.23 versus S&P 500 Index. Calculated based on daily prices since July 03, 2007.

  • This currency participated in 73.64% of S&P 500 Index downside but only 2.07% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.36 may look defensive, but with R2 of 0.23 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 0.23 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
-11.29%
Beta
0.36
0.23
Upside Capture
2.07%
Downside Capture
73.64%

Return for Risk

Risk / Return Rank

NZDUSD=X ranks 38 for risk / return — below 38% of currencies on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


NZDUSD=X Risk / Return Rank: 3838
Overall Rank
NZDUSD=X Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
NZDUSD=X Sortino Ratio Rank: 3636
Sortino Ratio Rank
NZDUSD=X Omega Ratio Rank: 3737
Omega Ratio Rank
NZDUSD=X Calmar Ratio Rank: 3939
Calmar Ratio Rank
NZDUSD=X Martin Ratio Rank: 4040
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 New Zealand Dollar/US Dollar FX (NZDUSD=X) and compare them to S&P 500 Index.


NZDUSD=XBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

0.96

Calmar ratioReturn relative to maximum drawdown

-0.27

Martin ratioReturn relative to average drawdown

-0.53

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 New Zealand Dollar/US Dollar FX. 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 New Zealand Dollar/US Dollar FX was 39.83%, occurring on Mar 2, 2009. Recovery took 586 trading sessions.

The current New Zealand Dollar/US Dollar FX drawdown is 33.61%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-39.83%Mar 2009
11mo 23d2y 3mo
3y 2moMar 2008 - May 2011
2025 selloff2025
-37.32%Apr 2025
10y 9mo
11y 11moJul 2014 - now
2011 correction2011
-15.93%Nov 2011
3mo 26d2y 7mo
2y 11moAug 2011 - Jul 2014
2007 correction2007
-14.81%Sep 2007
1mo 12d5mo 20d
7mo 2dJul 2007 - Feb 2008
Financial crisis2007–2009
-3.51%Mar 2008
12d3d
15dFeb 2008 - Mar 2008

Drawdown Indicators


NZDUSD=XBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-39.83%

-9.10%

-30.73%

Max Drawdown (1Y)

Largest decline over 1 year

-8.48%

Max Drawdown (3Y)

Largest decline over 3 years

-13.50%

Max Drawdown (5Y)

Largest decline over 5 years

-23.45%

Max Drawdown (10Y)

Largest decline over 10 years

-26.48%

Current Drawdown

Current decline from peak

-33.61%

-2.97%

-30.64%

Average Drawdown

Average peak-to-trough decline

-19.65%

-1.13%

-18.52%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.47%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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