USD/PEN (PEN=X)

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USD/PEN (PEN=X) is up 0.8% since the beginning of the year. PEN=X is currently trading at PEN 3 per share. Investors who bought PEN 1,000 worth of PEN=X shares 5 years ago would now be looking at an investment worth PEN 858.

USD/PEN (PEN=X) has returned 0.78% so far this year and -6.04% over the past 12 months. Over the last ten years, PEN=X has returned 0.22% per year, falling short of the S&P 500 Index benchmark, which averaged 13.86% annually.

Based on dividend-adjusted daily data since Jul 17, 2007, PEN=X's average daily return is 0.00%, while the average monthly return is +0.05%. At this rate, an investment would double in approximately 115.6 years.

Historically, 46% of months were positive and 54% were negative. The best month was Aug 2008 with a return of +4.5%, while the worst month was Apr 2009 at -5.4%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 8 months.

On a daily basis, PEN=X closed higher 44% of trading days. The best single day was Mar 31, 2025 with a return of +4.1%, while the worst single day was Oct 14, 2021 at -4.9%.

USD/PEN has an annualized alpha of 2.92%, beta of 0.05, and R2 of 0.02 versus S&P 500 Index. Calculated based on daily prices since July 17, 2007.

• This currency captured 7.80% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -5.87%) - a profile typical of hedging or uncorrelated assets.
• Beta of 0.05 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.

PEN=X ranks 24 for risk / return — below 24% 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.

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.

The table below displays the maximum drawdowns of the USD/PEN. 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/PEN was 22.42%, occurring on Apr 19, 2013. Recovery took 608 trading sessions.

The current USD/PEN drawdown is 17.95%.

The chart below shows the rolling one-month volatility.