FXY vs. UJPIX

In the year-to-date period, FXY achieves a 9.23% return, which is significantly higher than UJPIX's -9.78% return. Over the past 10 years, FXY has underperformed UJPIX with an annualized return of -1.99%, while UJPIX has yielded a comparatively higher 9.30% annualized return.

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FXY has a 0.40% expense ratio, which is lower than UJPIX's 1.78% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invesco CurrencyShares® Japanese Yen Trust (FXY) and ProFunds UltraJapan Fund (UJPIX). 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 FXY Sharpe Ratio is 0.72, which is higher than the UJPIX Sharpe Ratio of -0.13. The chart below compares the historical Sharpe Ratios of FXY and UJPIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FXY has not paid dividends to shareholders, while UJPIX's dividend yield for the trailing twelve months is around 7.99%.

The maximum FXY drawdown since its inception was -56.03%, smaller than the maximum UJPIX drawdown of -89.83%. Use the drawdown chart below to compare losses from any high point for FXY and UJPIX.

The current volatility for Invesco CurrencyShares® Japanese Yen Trust (FXY) is 4.57%, while ProFunds UltraJapan Fund (UJPIX) has a volatility of 13.68%. This indicates that FXY experiences smaller price fluctuations and is considered to be less risky than UJPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.