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ESGU.DE vs. EURUSD=X
Performance
Return for Risk
Drawdowns
Volatility

Performance

ESGU.DE vs. EURUSD=X - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Invesco MSCI USA ESG Universal Screened UCITS ETF Acc (ESGU.DE) and EUR/USD (EURUSD=X). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

ESGU.DE is traded in EUR, while EURUSD=X is traded in USD. To make them comparable, the EURUSD=X values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, ESGU.DE achieves a 12.55% return, which is significantly higher than EURUSD=X's 0.02% return.


ESGU.DE

1D
-0.51%
1M
4.97%
YTD
12.55%
6M
11.46%
1Y
25.03%
3Y*
18.92%
5Y*
13.90%
10Y*

EURUSD=X

1D
0.03%
1M
0.01%
YTD
0.02%
6M
-0.00%
1Y
0.02%
3Y*
0.01%
5Y*
-0.00%
10Y*
0.00%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ESGU.DE vs. EURUSD=X - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
ESGU.DE
Invesco MSCI USA ESG Universal Screened UCITS ETF Acc
12.55%3.01%31.66%23.96%-17.68%39.98%12.25%13.25%
EURUSD=X
EUR/USD
0.02%-0.03%0.01%0.07%-0.18%0.16%-0.12%0.11%

Correlation

The correlation between ESGU.DE and EURUSD=X is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.06

Correlation (3Y)
Calculated over the trailing 3-year period

0.02

Correlation (5Y)
Calculated over the trailing 5-year period

0.02

Correlation (All Time)
Calculated using the full available price history since Jun 20, 2019

0.01

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Return for Risk

ESGU.DE vs. EURUSD=X — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ESGU.DE
ESGU.DE Risk / Return Rank: 6363
Overall Rank
ESGU.DE Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
ESGU.DE Sortino Ratio Rank: 6262
Sortino Ratio Rank
ESGU.DE Omega Ratio Rank: 6565
Omega Ratio Rank
ESGU.DE Calmar Ratio Rank: 6464
Calmar Ratio Rank
ESGU.DE Martin Ratio Rank: 6161
Martin Ratio Rank

EURUSD=X
EURUSD=X Risk / Return Rank: 5252
Overall Rank
EURUSD=X Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
EURUSD=X Sortino Ratio Rank: 5252
Sortino Ratio Rank
EURUSD=X Omega Ratio Rank: 5151
Omega Ratio Rank
EURUSD=X Calmar Ratio Rank: 5252
Calmar Ratio Rank
EURUSD=X Martin Ratio Rank: 5252
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.

ESGU.DE vs. EURUSD=X - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco MSCI USA ESG Universal Screened UCITS ETF Acc (ESGU.DE) and EUR/USD (EURUSD=X). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


ESGU.DEEURUSD=XDifference
Sharpe ratioReturn per unit of total volatility

+2.07

Sortino ratioReturn per unit of downside risk

+2.84

Omega ratioGain probability vs. loss probability

1.38

1.00

+0.38

Calmar ratioReturn relative to maximum drawdown

3.11

0.03

+3.08

Martin ratioReturn relative to average drawdown

10.84

0.15

+10.69

ESGU.DE vs. EURUSD=X - Sharpe Ratio Comparison

The current ESGU.DE Sharpe Ratio is 2.09, which is higher than the EURUSD=X Sharpe Ratio of 0.02. The chart below compares the historical Sharpe Ratios of ESGU.DE and EURUSD=X, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


ESGU.DEEURUSD=XDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.09

0.02

+2.07

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.88

-0.00

+0.88

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.00

Sharpe Ratio (All Time)

Calculated using the full available price history

0.90

0.00

+0.89

Drawdowns

ESGU.DE vs. EURUSD=X - Drawdown Comparison

The maximum ESGU.DE drawdown since its inception was -32.63%, which is greater than EURUSD=X's maximum drawdown of -1.76%. Use the drawdown chart below to compare losses from any high point for ESGU.DE and EURUSD=X.


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Drawdown Indicators


ESGU.DEEURUSD=XDifference

Max Drawdown

Largest peak-to-trough decline

-32.63%

-1.76%

-30.87%

Max Drawdown (1Y)

Largest decline over 1 year

-8.05%

-0.43%

-7.62%

Max Drawdown (3Y)

Largest decline over 3 years

-23.69%

-0.81%

-22.88%

Max Drawdown (5Y)

Largest decline over 5 years

-23.69%

-0.81%

-22.88%

Max Drawdown (10Y)

Largest decline over 10 years

-1.22%

Current Drawdown

Current decline from peak

-0.53%

-0.72%

+0.19%

Average Drawdown

Average peak-to-trough decline

-5.33%

-0.72%

-4.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.31%

0.09%

+2.22%

Volatility

ESGU.DE vs. EURUSD=X - Volatility Comparison

Invesco MSCI USA ESG Universal Screened UCITS ETF Acc (ESGU.DE) has a higher volatility of 2.90% compared to EUR/USD (EURUSD=X) at 0.23%. This indicates that ESGU.DE's price experiences larger fluctuations and is considered to be riskier than EURUSD=X based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ESGU.DEEURUSD=XDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.90%

0.23%

+2.67%

Volatility (6M)

Calculated over the trailing 6-month period

8.14%

0.56%

+7.58%

Volatility (1Y)

Calculated over the trailing 1-year period

12.01%

0.75%

+11.26%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.66%

0.74%

+14.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.47%

1.15%

+16.32%

Frequently Asked Questions


ESGU.DE and EURUSD=X have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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