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FXY vs. ^TNX
Performance
Return for Risk
Drawdowns
Volatility

Performance

FXY vs. ^TNX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco CurrencyShares® Japanese Yen Trust (FXY) and Treasury Yield 10 Years (^TNX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FXY achieves a -2.25% return, which is significantly lower than ^TNX's 7.54% return. Over the past 10 years, FXY has underperformed ^TNX with an annualized return of -4.40%, while ^TNX has yielded a comparatively higher 10.02% annualized return.


FXY

1D
0.03%
1M
-1.44%
YTD
-2.25%
6M
-3.29%
1Y
-11.02%
3Y*
-4.90%
5Y*
-7.78%
10Y*
-4.40%

^TNX

1D
-0.31%
1M
1.38%
YTD
7.54%
6M
8.98%
1Y
2.57%
3Y*
6.63%
5Y*
23.47%
10Y*
10.02%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FXY vs. ^TNX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FXY
Invesco CurrencyShares® Japanese Yen Trust
-2.25%0.09%-10.93%-7.44%-12.75%-10.90%4.61%0.37%2.31%3.17%
^TNX
Treasury Yield 10 Years
7.54%-8.97%18.29%-0.34%156.55%64.89%-52.21%-28.56%11.68%-1.68%

Correlation

The correlation between FXY and ^TNX is -0.48, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


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

-0.48

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

-0.47

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

-0.51

Correlation (10Y)
Calculated over the trailing 10-year period

-0.49

Correlation (All Time)
Calculated using the full available price history since Feb 14, 2007

-0.49

The correlation between FXY and ^TNX has been stable across timeframes, ranging from -0.51 to -0.47 - a consistent structural relationship.

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Return for Risk

FXY vs. ^TNX — Risk / Return Rank

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

FXY
FXY Risk / Return Rank: 11
Overall Rank
FXY Sharpe Ratio Rank: 00
Sharpe Ratio Rank
FXY Sortino Ratio Rank: 11
Sortino Ratio Rank
FXY Omega Ratio Rank: 11
Omega Ratio Rank
FXY Calmar Ratio Rank: 00
Calmar Ratio Rank
FXY Martin Ratio Rank: 11
Martin Ratio Rank

^TNX
^TNX Risk / Return Rank: 1919
Overall Rank
^TNX Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
^TNX Sortino Ratio Rank: 1919
Sortino Ratio Rank
^TNX Omega Ratio Rank: 1818
Omega Ratio Rank
^TNX Calmar Ratio Rank: 2020
Calmar Ratio Rank
^TNX Martin Ratio Rank: 1919
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.

FXY vs. ^TNX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco CurrencyShares® Japanese Yen Trust (FXY) and Treasury Yield 10 Years (^TNX). 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.


FXY^TNXDifference
Sharpe ratioReturn per unit of total volatility

-1.50

Sortino ratioReturn per unit of downside risk

-2.32

Omega ratioGain probability vs. loss probability

0.79

1.04

-0.25

Calmar ratioReturn relative to maximum drawdown

-1.03

0.21

-1.24

Martin ratioReturn relative to average drawdown

-1.54

0.37

-1.91

FXY vs. ^TNX - Sharpe Ratio Comparison

The current FXY Sharpe Ratio is -1.33, which is lower than the ^TNX Sharpe Ratio of 0.17. The chart below compares the historical Sharpe Ratios of FXY and ^TNX, 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


FXY^TNXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.33

0.17

-1.50

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.76

0.73

-1.49

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.47

0.21

-0.68

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.18

-0.02

-0.16

Drawdowns

FXY vs. ^TNX - Drawdown Comparison

The maximum FXY drawdown since its inception was -56.03%, smaller than the maximum ^TNX drawdown of -93.78%. Use the drawdown chart below to compare losses from any high point for FXY and ^TNX.


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Drawdown Indicators


FXY^TNXDifference

Max Drawdown

Largest peak-to-trough decline

-56.03%

-93.78%

+37.75%

Max Drawdown (1Y)

Largest decline over 1 year

-10.74%

-12.35%

+1.61%

Max Drawdown (3Y)

Largest decline over 3 years

-15.12%

-27.41%

+12.29%

Max Drawdown (5Y)

Largest decline over 5 years

-33.72%

-27.41%

-6.31%

Max Drawdown (10Y)

Largest decline over 10 years

-40.84%

-84.57%

+43.73%

Current Drawdown

Current decline from peak

-55.92%

-44.20%

-11.72%

Average Drawdown

Average peak-to-trough decline

-27.74%

-51.34%

+23.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.53%

6.97%

+0.56%

Volatility

FXY vs. ^TNX - Volatility Comparison

The current volatility for Invesco CurrencyShares® Japanese Yen Trust (FXY) is 1.14%, while Treasury Yield 10 Years (^TNX) has a volatility of 5.04%. This indicates that FXY experiences smaller price fluctuations and is considered to be less risky than ^TNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FXY^TNXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.14%

5.04%

-3.90%

Volatility (6M)

Calculated over the trailing 6-month period

5.75%

10.62%

-4.87%

Volatility (1Y)

Calculated over the trailing 1-year period

8.34%

15.51%

-7.17%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.24%

32.43%

-22.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.33%

47.98%

-38.65%

Frequently Asked Questions


FXY and ^TNX have a correlation of -0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

^TNX has higher volatility (5.04%) compared to FXY (1.14%). In terms of maximum drawdown, FXY dropped -56.03% vs ^TNX's -93.78%.

^TNX currently has the higher Sharpe Ratio (0.17 vs -1.33), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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