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UUP vs. CHFUSD=X
Performance
Return for Risk
Drawdowns
Volatility

Performance

UUP vs. CHFUSD=X - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco DB US Dollar Index Bullish Fund (UUP) and USD/CHF (CHFUSD=X). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, UUP achieves a 5.03% return, which is significantly higher than CHFUSD=X's -2.16% return. Over the past 10 years, UUP has outperformed CHFUSD=X with an annualized return of 3.13%, while CHFUSD=X has yielded a comparatively lower 1.93% annualized return.


UUP

1D
0.11%
1M
1.57%
6M
3.88%
YTD
5.03%
1Y
7.86%
3Y*
5.13%
5Y*
5.86%
10Y*
3.13%

CHFUSD=X

1D
-0.15%
1M
-1.59%
6M
-1.37%
YTD
-2.16%
1Y
-1.67%
3Y*
1.98%
5Y*
2.54%
10Y*
1.93%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UUP vs. CHFUSD=X - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
UUP
Invesco DB US Dollar Index Bullish Fund
5.03%-4.99%13.50%3.63%9.46%5.73%-6.66%4.09%7.05%-9.10%
CHFUSD=X
USD/CHF
-2.16%14.56%-7.30%9.83%-1.34%-2.97%9.43%1.71%-1.05%4.56%

Correlation

The correlation between UUP and CHFUSD=X is -0.80, 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

-0.80

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

-0.73

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

-0.74

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

-0.75

Correlation (All Time)
Calculated using the full available price history since Oct 11, 2007

-0.76

The correlation between UUP and CHFUSD=X has been stable across timeframes, ranging from -0.80 to -0.73 - a consistent structural relationship.

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Return for Risk

UUP vs. CHFUSD=X — Risk / Return Rank

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

UUP
UUP Risk / Return Rank: 4949
Overall Rank
UUP Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
UUP Sortino Ratio Rank: 4949
Sortino Ratio Rank
UUP Omega Ratio Rank: 4747
Omega Ratio Rank
UUP Calmar Ratio Rank: 5656
Calmar Ratio Rank
UUP Martin Ratio Rank: 4747
Martin Ratio Rank

CHFUSD=X
CHFUSD=X Risk / Return Rank: 3838
Overall Rank
CHFUSD=X Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
CHFUSD=X Sortino Ratio Rank: 3838
Sortino Ratio Rank
CHFUSD=X Omega Ratio Rank: 3939
Omega Ratio Rank
CHFUSD=X Calmar Ratio Rank: 3737
Calmar Ratio Rank
CHFUSD=X Martin Ratio Rank: 3737
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.

UUP vs. CHFUSD=X - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco DB US Dollar Index Bullish Fund (UUP) and USD/CHF (CHFUSD=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.

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.


UUPCHFUSD=XDifference
Sharpe ratioReturn per unit of total volatility

+1.56

Sortino ratioReturn per unit of downside risk

+2.21

Omega ratioGain probability vs. loss probability

1.25

0.97

+0.27

Calmar ratioReturn relative to maximum drawdown

2.25

-0.21

+2.47

Martin ratioReturn relative to average drawdown

6.19

-0.50

+6.69

UUP vs. CHFUSD=X - Sharpe Ratio Comparison

The current UUP Sharpe Ratio is 1.37, which is higher than the CHFUSD=X Sharpe Ratio of -0.20. The chart below compares the historical Sharpe Ratios of UUP and CHFUSD=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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Drawdowns

UUP vs. CHFUSD=X - Drawdown Comparison

The maximum UUP drawdown since its inception was -22.19%, smaller than the maximum CHFUSD=X drawdown of -29.99%. Use the drawdown chart below to compare losses from any high point for UUP and CHFUSD=X.


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Drawdown Indicators


UUPCHFUSD=XDifference

Max Drawdown

Largest peak-to-trough decline

-22.19%

-29.99%

+7.80%

Max Drawdown (1Y)

Largest decline over 1 year

-3.65%

-6.28%

+2.63%

Max Drawdown (3Y)

Largest decline over 3 years

-10.05%

-8.69%

-1.36%

Max Drawdown (5Y)

Largest decline over 5 years

-10.37%

-10.75%

+0.38%

Max Drawdown (10Y)

Largest decline over 10 years

-14.24%

-13.35%

-0.89%

Current Drawdown

Current decline from peak

-1.64%

-10.95%

+9.31%

Average Drawdown

Average peak-to-trough decline

-8.88%

-18.69%

+9.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.33%

2.81%

-1.48%

Volatility

UUP vs. CHFUSD=X - Volatility Comparison

Invesco DB US Dollar Index Bullish Fund (UUP) has a higher volatility of 1.42% compared to USD/CHF (CHFUSD=X) at 1.30%. This indicates that UUP's price experiences larger fluctuations and is considered to be riskier than CHFUSD=X based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


UUPCHFUSD=XDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.42%

1.30%

+0.12%

Volatility (6M)

Calculated over the trailing 6-month period

4.33%

4.57%

-0.24%

Volatility (1Y)

Calculated over the trailing 1-year period

6.01%

6.87%

-0.86%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.22%

7.89%

-0.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.90%

7.34%

-0.44%

Frequently Asked Questions


UUP and CHFUSD=X have a correlation of -0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

UUP has higher volatility (1.42%) compared to CHFUSD=X (1.30%). In terms of maximum drawdown, UUP dropped -22.19% vs CHFUSD=X's -29.99%.

UUP currently has the higher Sharpe Ratio (1.37 vs -0.20), 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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