Find A Portfolio/Ticker
Comparison Box
FXB: Invesco CurrencyShares® British Pound Sterling Trust (ETF)
Basic Info 121.57 0.16(0.13%) March 28
Asset Class: | Single Currency |
MyPlanIQ Rating: | (25%) |
Start Date: | 06/26/2006 |
Last Dividend Date: | 03/01/2024 |
12-Mo. Yield | 2.88% |
Expenses | 0.40% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 03/27/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/26/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.2 | -0.2 | 5.4 | -1.8 | -0.4 | -2.5 | -0.8 | -1.5 | 8.6 | -10.5 | -1.5 | 2.9 | 3.9 | -5.8 | 9.1 | -16.7 | -5.7 | -6.3 | 1.6 | 4.3 | -1.1 | -3.3 | 10.6 | -23.8 | 6.5 | 9.7 |
Sharpe Ratio | NA | -0.8 | 0.37 | -0.42 | -0.19 | -0.38 | NA | -0.24 | 0.52 | -0.97 | -0.23 | 0.23 | 0.3 | -0.85 | 1.02 | -1.2 | -0.66 | -1.11 | 0.2 | 0.68 | -0.13 | -0.34 | 0.72 | -1.75 | 0.52 | 2.33 |
Draw Down(%) | NA | 1.8 | 7.4 | 24.9 | 24.9 | 39.1 | NA | 49.0 | 7.4 | 22.1 | 7.2 | 13.4 | 9.6 | 12.9 | 4.0 | 18.6 | 7.4 | 9.8 | 8.7 | 5.5 | 8.2 | 12.6 | 9.8 | 27.0 | 5.7 | 2.4 |
Standard Deviation(%) | NA | 5.8 | 7.2 | 9.3 | 9.5 | 9.5 | NA | 9.7 | 8.4 | 12.3 | 6.7 | 11.3 | 8.3 | 8.3 | 8.3 | 14.0 | 8.7 | 5.7 | 7.8 | 6.3 | 8.5 | 10.2 | 14.7 | 14.1 | 6.9 | 7.0 |
Treynor Ratio | NA | -0.4 | 0.12 | -0.16 | -0.12 | -0.26 | NA | -0.16 | 0.23 | -0.43 | -0.08 | 0.29 | 0.25 | -1.03 | -0.62 | -0.45 | -1.93 | -1.54 | 0.29 | 0.16 | -0.06 | -0.14 | 0.49 | -2.44 | 0.43 | -4.19 |
Alpha | NA | -0.03 | -0.01 | -0.02 | -0.01 | -0.02 | NA | -0.01 | 0.0 | -0.03 | -0.03 | 0.0 | 0.0 | -0.03 | 0.04 | -0.09 | -0.02 | -0.03 | 0.0 | 0.0 | -0.01 | -0.03 | 0.02 | -0.09 | 0.01 | 0.06 |
Beta | NA | 0.12 | 0.22 | 0.25 | 0.16 | 0.14 | NA | 0.14 | 0.19 | 0.27 | 0.2 | 0.09 | 0.1 | 0.07 | -0.14 | 0.37 | 0.03 | 0.04 | 0.06 | 0.26 | 0.17 | 0.24 | 0.22 | 0.1 | 0.08 | -0.04 |
RSquared | NA | 0.05 | 0.12 | 0.21 | 0.12 | 0.07 | NA | 0.09 | 0.09 | 0.29 | 0.15 | 0.08 | 0.02 | 0.02 | 0.01 | 0.13 | 0.0 | 0.01 | 0.01 | 0.28 | 0.21 | 0.18 | 0.16 | 0.09 | 0.04 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/26/2006
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Single Currency Asset Class Trend Rankings |
Top Rated Funds in Single Currency
Best ETFs
- CYB (WisdomTree Chinese Yuan Strategy ETF) (100%)
- CNY (Market Vectors Chinese Renminbi/USD ETN) (99%)
- FXF (Invesco CurrencyShares® Swiss Franc Trust) 0.35% (96%)
- FXA (Invesco CurrencyShares® Australian Dollar Trust) 0.23% (93%)
- FXS (CurrencyShares Swedish Krona ETF) (76%)
- FXE (Invesco CurrencyShares® Euro Currency Trust) 0.34% (51%)
- FXC (Invesco CurrencyShares® Canadian Dollar Trust) 0.28% (46%)
- FXY (Invesco CurrencyShares® Japanese Yen Trust) 0.03% (41%)
- ERO (Ero Copper Corp) 1.85% (37%)
- GBB (iPath GBP/USD Exchange Rate ETN) (35%)