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VRP vs. USD=X
Performance
Return for Risk
Drawdowns
Volatility

Performance

VRP vs. USD=X - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Variable Rate Preferred ETF (VRP) and USD Cash (USD=X). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


VRP

1D
-0.04%
1M
0.08%
YTD
1.98%
6M
2.44%
1Y
6.69%
3Y*
9.63%
5Y*
4.33%
10Y*
5.21%

USD=X

1D
0.00%
1M
0.00%
YTD
0.00%
6M
0.00%
1Y
0.00%
3Y*
0.00%
5Y*
0.00%
10Y*
0.00%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VRP vs. USD=X - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VRP
Invesco Variable Rate Preferred ETF
1.98%7.34%11.10%10.35%-9.00%4.20%5.11%18.84%-6.62%9.26%
USD=X
USD Cash
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

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Return for Risk

VRP vs. USD=X — Risk / Return Rank

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

VRP
VRP Risk / Return Rank: 7575
Overall Rank
VRP Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
VRP Sortino Ratio Rank: 8383
Sortino Ratio Rank
VRP Omega Ratio Rank: 8888
Omega Ratio Rank
VRP Calmar Ratio Rank: 5252
Calmar Ratio Rank
VRP Martin Ratio Rank: 7474
Martin Ratio Rank

USD=X
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.

VRP vs. USD=X - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco Variable Rate Preferred ETF (VRP) and USD Cash (USD=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.


VRPUSD=XDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.51

Calmar ratioReturn relative to maximum drawdown

2.33

Martin ratioReturn relative to average drawdown

12.52

VRP vs. USD=X - Sharpe Ratio Comparison


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Sharpe Ratios by Period


VRPUSD=XDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.33

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.66

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.36

Sharpe Ratio (All Time)

Calculated using the full available price history

0.38

Drawdowns

VRP vs. USD=X - Drawdown Comparison

The maximum VRP drawdown since its inception was -46.04%, which is greater than USD=X's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for VRP and USD=X.


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Drawdown Indicators


VRPUSD=XDifference

Max Drawdown

Largest peak-to-trough decline

-46.04%

0.00%

-46.04%

Max Drawdown (1Y)

Largest decline over 1 year

-2.89%

0.00%

-2.89%

Max Drawdown (3Y)

Largest decline over 3 years

-4.26%

0.00%

-4.26%

Max Drawdown (5Y)

Largest decline over 5 years

-13.76%

0.00%

-13.76%

Max Drawdown (10Y)

Largest decline over 10 years

-46.04%

0.00%

-46.04%

Current Drawdown

Current decline from peak

-0.25%

0.00%

-0.25%

Average Drawdown

Average peak-to-trough decline

-2.31%

0.00%

-2.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.54%

0.00%

+0.54%

Volatility

VRP vs. USD=X - Volatility Comparison

Invesco Variable Rate Preferred ETF (VRP) has a higher volatility of 0.63% compared to USD Cash (USD=X) at 0.00%. This indicates that VRP's price experiences larger fluctuations and is considered to be riskier than USD=X based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VRPUSD=XDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.63%

0.00%

+0.63%

Volatility (6M)

Calculated over the trailing 6-month period

2.33%

0.00%

+2.33%

Volatility (1Y)

Calculated over the trailing 1-year period

2.90%

0.00%

+2.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.55%

0.00%

+6.55%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.53%

0.00%

+14.53%

Frequently Asked Questions


VRP has higher volatility (0.63%) compared to USD=X (0.00%). In terms of maximum drawdown, VRP dropped -46.04% vs USD=X's 0.00%.

Portfolio Optimizer

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