FXF vs. GBTC

In the year-to-date period, FXF achieves a 9.17% return, which is significantly lower than GBTC's 10.06% return. Over the past 10 years, FXF has underperformed GBTC with an annualized return of 0.08%, while GBTC has yielded a comparatively higher 65.52% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Invesco CurrencyShares® Swiss Franc Trust (FXF) and Grayscale Bitcoin Trust (BTC) (GBTC). 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.

The current FXF Sharpe Ratio is 0.95, which is comparable to the GBTC Sharpe Ratio of 0.85. The chart below compares the historical Sharpe Ratios of FXF and GBTC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither FXF nor GBTC has paid dividends to shareholders.

The maximum FXF drawdown since its inception was -35.49%, smaller than the maximum GBTC drawdown of -89.91%. Use the drawdown chart below to compare losses from any high point for FXF and GBTC. For additional features, visit the drawdowns tool.

The current volatility for Invesco CurrencyShares® Swiss Franc Trust (FXF) is 5.36%, while Grayscale Bitcoin Trust (BTC) (GBTC) has a volatility of 10.64%. This indicates that FXF experiences smaller price fluctuations and is considered to be less risky than GBTC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.