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UUP vs. FXC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

UUP vs. FXC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco DB US Dollar Index Bullish Fund (UUP) and Invesco CurrencyShares® Canadian Dollar Trust (FXC). 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 FXC's -2.94% return. Over the past 10 years, UUP has outperformed FXC with an annualized return of 3.13%, while FXC has yielded a comparatively lower -0.31% 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%

FXC

1D
0.08%
1M
-1.23%
6M
-1.60%
YTD
-2.94%
1Y
-3.13%
3Y*
-1.02%
5Y*
-1.63%
10Y*
-0.31%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UUP vs. FXC - 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%
FXC
Invesco CurrencyShares® Canadian Dollar Trust
-2.94%5.24%-5.96%4.35%-6.44%0.22%1.92%5.94%-7.54%6.72%

Correlation

The correlation between UUP and FXC is -0.67, 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

-0.67

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

-0.63

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

-0.63

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

-0.57

Correlation (All Time)
Calculated using the full available price history since Mar 1, 2007

-0.54

The correlation between UUP and FXC shifts across timeframes, from -0.67 (1 year) to -0.54 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

UUP vs. FXC — 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

FXC
FXC Risk / Return Rank: 33
Overall Rank
FXC Sharpe Ratio Rank: 33
Sharpe Ratio Rank
FXC Sortino Ratio Rank: 33
Sortino Ratio Rank
FXC Omega Ratio Rank: 33
Omega Ratio Rank
FXC Calmar Ratio Rank: 44
Calmar Ratio Rank
FXC Martin Ratio Rank: 11
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. FXC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco DB US Dollar Index Bullish Fund (UUP) and Invesco CurrencyShares® Canadian Dollar Trust (FXC). 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.


UUPFXCDifference
Sharpe ratioReturn per unit of total volatility

+2.11

Sortino ratioReturn per unit of downside risk

+3.04

Omega ratioGain probability vs. loss probability

1.25

0.88

+0.36

Calmar ratioReturn relative to maximum drawdown

2.25

-0.63

+2.88

Martin ratioReturn relative to average drawdown

6.19

-1.42

+7.61

UUP vs. FXC - Sharpe Ratio Comparison

The current UUP Sharpe Ratio is 1.37, which is higher than the FXC Sharpe Ratio of -0.75. The chart below compares the historical Sharpe Ratios of UUP and FXC, 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. FXC - Drawdown Comparison

The maximum UUP drawdown since its inception was -22.19%, smaller than the maximum FXC drawdown of -35.39%. Use the drawdown chart below to compare losses from any high point for UUP and FXC.


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Drawdown Indicators


UUPFXCDifference

Max Drawdown

Largest peak-to-trough decline

-22.19%

-35.39%

+13.20%

Max Drawdown (1Y)

Largest decline over 1 year

-3.65%

-5.14%

+1.49%

Max Drawdown (3Y)

Largest decline over 3 years

-10.05%

-7.34%

-2.71%

Max Drawdown (5Y)

Largest decline over 5 years

-10.37%

-11.65%

+1.28%

Max Drawdown (10Y)

Largest decline over 10 years

-14.24%

-15.46%

+1.22%

Current Drawdown

Current decline from peak

-1.64%

-30.14%

+28.50%

Average Drawdown

Average peak-to-trough decline

-8.88%

-19.96%

+11.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.33%

2.28%

-0.95%

Volatility

UUP vs. FXC - Volatility Comparison

Invesco DB US Dollar Index Bullish Fund (UUP) has a higher volatility of 1.42% compared to Invesco CurrencyShares® Canadian Dollar Trust (FXC) at 1.18%. This indicates that UUP's price experiences larger fluctuations and is considered to be riskier than FXC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


UUPFXCDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.42%

1.18%

+0.24%

Volatility (6M)

Calculated over the trailing 6-month period

4.33%

3.22%

+1.11%

Volatility (1Y)

Calculated over the trailing 1-year period

6.01%

4.34%

+1.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.22%

6.30%

+0.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.90%

6.60%

+0.30%

UUP vs. FXC - Expense Ratio Comparison

UUP has a 0.75% expense ratio, which is higher than FXC's 0.40% expense ratio.


Dividends

UUP vs. FXC - Dividend Comparison

UUP's dividend yield for the trailing twelve months is around 3.26%, more than FXC's 0.23% yield.


PositionTTM20252024202320222021202020192018201720162015
FXC
Invesco CurrencyShares® Canadian Dollar Trust
0.23%0.55%2.23%2.01%0.31%0.00%0.19%0.75%0.42%0.02%0.00%0.02%
UUP
Invesco DB US Dollar Index Bullish Fund
3.26%3.43%4.48%6.44%0.89%0.00%0.00%2.03%1.08%0.10%0.00%0.00%

Frequently Asked Questions


UUP and FXC have a correlation of -0.67, 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 FXC (1.18%). In terms of maximum drawdown, UUP dropped -22.19% vs FXC's -35.39%.

On 10-year performance, UUP leads with 3.13% vs -0.31% for FXC. On fees, FXC is cheaper at 0.40% per year. On volatility, FXC has been the lower-risk option at 1.18%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, UUP has performed better with a 3.13% return vs -0.31%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

FXC is cheaper with a 0.40% expense ratio, compared with 0.75% for UUP.

UUP has the higher dividend yield at 3.26%, compared with 0.23% for FXC.

UUP tracks Deutsche Bank Long US Dollar Index (USDX) Futures Index, while FXC tracks Canadian Dollar. Their fees differ too: 0.75% for UUP and 0.40% for FXC.

UUP currently has the higher Sharpe Ratio (1.37 vs -0.75), 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.

Portfolio Optimizer

Find the right allocation for UUP and FXC

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