PortfoliosLab logoPortfoliosLab logo

Highlights

Avg. Volume (1M)
176K
Avg. Volume Value (1M)
ZAR 2.88M

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/ZAR

Performance

ZAR=X Performance Chart

USD/ZAR (ZAR=X) is up 1.4% since the beginning of the year. ZAR=X is currently trading at ZAR 17 per share. Investors who bought ZAR 1,000 worth of ZAR=X shares 5 years ago would now be looking at an investment worth ZAR 1,140.


Loading charts...

S&P 500 Index

Returns By Period

USD/ZAR (ZAR=X) has returned 1.42% so far this year and -5.36% over the past 12 months. Over the last ten years, ZAR=X has returned 1.91% per year, falling short of the S&P 500 Index benchmark, which averaged 15.22% annually.


USD/ZAR

1D
0.41%
1M
2.15%
6M
4.86%
YTD
1.42%
1Y
-5.36%
3Y*
-1.56%
5Y*
2.66%
10Y*
1.91%
ALL TIME*
4.62%

Benchmark (S&P 500 Index)

1D
-0.07%
1M
2.97%
6M
11.85%
YTD
9.83%
1Y
9.83%
3Y*
15.56%
5Y*
13.94%
10Y*
15.22%
ALL TIME*
13.93%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ZAR=X Monthly Returns History

Based on dividend-adjusted daily data since Sep 14, 2007, ZAR=X's average daily return is +0.02%, while the average monthly return is +0.47%. At this rate, an investment would double in approximately 12.3 years.

Historically, 52% of months were positive and 48% were negative. The best month was Oct 2008 with a return of +17.7%, while the worst month was Apr 2009 at -11.0%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 8 months.

On a daily basis, ZAR=X closed higher 49% of trading days. The best single day was Oct 15, 2008 with a return of +10.0%, while the worst single day was Oct 28, 2008 at -6.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-2.76%-1.08%6.20%-1.44%-2.69%0.98%2.51%1.42%
2025-1.29%0.07%-1.94%1.57%-3.22%-1.69%3.00%-3.11%-2.23%0.43%-1.21%-3.25%-12.34%
20242.15%2.72%-1.75%-0.42%-0.16%-3.46%0.41%-2.04%-3.12%1.90%2.70%4.68%3.29%
20232.51%5.50%-3.19%2.81%7.96%-4.63%-5.38%6.01%0.26%-1.44%1.11%-3.00%7.72%
2022-3.57%-0.02%-4.91%8.22%-1.29%4.22%1.94%3.21%5.62%1.47%-6.09%-1.45%6.53%
20212.99%-0.17%-2.25%-1.97%-5.08%3.86%2.24%-0.50%3.71%1.10%4.33%0.37%8.47%

Benchmark Metrics

USD/ZAR has an annualized alpha of 0.64%, beta of 0.32, and R2 of 0.13 versus S&P 500 Index. Calculated based on daily prices since September 14, 2007.

  • This currency participated in 49.87% of S&P 500 Index downside but only 33.09% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.32 may look defensive, but with R2 of 0.13 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 0.13 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
0.64%
Beta
0.32
0.13
Upside Capture
33.09%
Downside Capture
49.87%

Return for Risk

Risk / Return Rank

ZAR=X ranks 35 for risk / return — below 35% 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.


ZAR=X Risk / Return Rank: 3535
Overall Rank
ZAR=X Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
ZAR=X Sortino Ratio Rank: 3434
Sortino Ratio Rank
ZAR=X Omega Ratio Rank: 3434
Omega Ratio Rank
ZAR=X Calmar Ratio Rank: 3636
Calmar Ratio Rank
ZAR=X Martin Ratio Rank: 3636
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/ZAR (ZAR=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.


ZAR=XBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.31

Sortino ratioReturn per unit of downside risk

-1.78

Omega ratioGain probability vs. loss probability

0.94

1.17

-0.23

Calmar ratioReturn relative to maximum drawdown

-0.32

1.20

-1.52

Martin ratioReturn relative to average drawdown

-0.52

2.76

-3.28

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/ZAR. 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/ZAR was 43.37%, occurring on Apr 29, 2011. Recovery took 944 trading sessions.

The current USD/ZAR drawdown is 15.17%.


Drawdown

Fall

Recovery

Underwater

Related event

-43.37%Apr 2011
2y 6mo3y 7mo
6y 1moOct 2008 - Dec 2014
-31.48%Feb 2018
2y 1mo2y 24d
4y 2moJan 2016 - Mar 2020
-29.70%Jun 2021
1y 1mo1y 11mo
3y 17dApr 2020 - May 2023
-20.53%Jan 2026
2y 8mo
3y 2moMay 2023 - now
-11.78%Aug 2008
4mo 13d1mo 10d
5mo 23dMar 2008 - Sep 2008
Financial crisis2007–2009

Drawdown Indicators


ZAR=XBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-43.37%

-35.99%

-7.38%

Max Drawdown (1Y)

Largest decline over 1 year

-13.61%

-8.26%

-5.35%

Max Drawdown (3Y)

Largest decline over 3 years

-20.35%

-15.04%

-5.31%

Max Drawdown (5Y)

Largest decline over 5 years

-20.53%

-23.43%

+2.90%

Max Drawdown (10Y)

Largest decline over 10 years

-29.70%

-23.43%

-6.27%

Current Drawdown

Current decline from peak

-15.17%

-0.07%

-15.10%

Average Drawdown

Average peak-to-trough decline

-16.56%

-7.75%

-8.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.51%

3.58%

+1.93%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with ZAR=X

Add USD/ZAR 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 ZAR=X