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UUP: Invesco DB US Dollar Index Bullish Fund (ETF)
Basic Info 28.9 0.06(0.21%) April 18
Asset Class: | Currency |
MyPlanIQ Rating: | (90%) |
Start Date: | 02/20/2007 |
Last Dividend Date: | 12/18/2023 |
12-Mo. Yield | 6.21% |
Expenses | 0.75% |
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Performance Analytics (As of 04/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/20/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | 6.7 | 10.9 | 8.0 | 4.0 | 4.1 | 1.5 | 1.5 | 3.6 | 9.5 | 5.7 | -6.7 | 4.1 | 7.1 | -9.1 | 3.2 | 7.0 | 11.4 | -1.3 | -2.9 | -1.1 | -1.6 | -6.5 | 4.9 | -4.7 |
Sharpe Ratio | NA | 3.93 | 1.12 | 0.73 | 0.33 | 0.43 | NA | 0.08 | -0.09 | 0.88 | 1.05 | -0.78 | 0.57 | 0.94 | -1.55 | 0.39 | 0.72 | 2.08 | -0.21 | -0.45 | -0.12 | -0.18 | -0.56 | 0.3 | -0.95 |
Draw Down(%) | NA | 1.7 | 4.6 | 10.4 | 14.2 | 14.2 | NA | 22.2 | 4.6 | 8.7 | 4.0 | 14.0 | 2.3 | 4.1 | 11.2 | 7.2 | 7.9 | 3.1 | 7.0 | 6.3 | 10.4 | 14.9 | 17.6 | 10.9 | 7.8 |
Standard Deviation(%) | NA | 5.4 | 6.4 | 7.4 | 7.3 | 7.2 | NA | 8.2 | 7.2 | 9.3 | 5.4 | 8.8 | 4.7 | 6.1 | 6.3 | 7.6 | 9.6 | 5.5 | 6.5 | 6.7 | 9.2 | 9.2 | 11.8 | 13.0 | 8.7 |
Treynor Ratio | NA | 0.21 | 0.07 | 0.05 | 0.02 | 0.03 | NA | 0.01 | -0.01 | 0.08 | 0.06 | -0.07 | 0.03 | 0.06 | -0.1 | 0.03 | 0.07 | 0.11 | -0.01 | -0.03 | -0.01 | -0.02 | -0.07 | 0.04 | -0.08 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
Yield(%) | N/A | 0.0 | 6.3 | 2.7 | 1.9 | 1.3 | 0.7 | N/A | 6.2 | 1.0 | 0.0 | 0.0 | 2.1 | 1.2 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.7 | 0.8 |
Dividend Growth(%) | N/A | -100.0 | 600.0 | 146.9 | 743.3 | N/A | N/A | N/A | 600.0 | N/A | N/A | -100.0 | 89.3 | 1300.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -15.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/20/2007
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