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FXB: Invesco CurrencyShares British Pound Sterling Trust (ETF)
Basic Info 127.61 0.24(0.19%) April 17
| Asset Class: | Single Currency |
| MyPlanIQ Rating: | (25%) |
| Start Date: | 06/26/2006 |
| Last Dividend Date: | 02/03/2025 |
| 12-Mo. Yield | 2.63% |
| Expenses | 0.40% |
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Performance Analytics (As of 04/17/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/26/2006 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.4 | 6.4 | 9.3 | 2.8 | 2.4 | -0.7 | -0.8 | -1.0 | 1.4 | 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 | 2.31 | 0.41 | -0.17 | -0.02 | -0.25 | NA | -0.23 | -0.84 | 0.52 | -0.97 | -0.23 | 0.23 | 0.3 | -0.86 | 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 | 2.7 | 8.4 | 18.2 | 24.9 | 34.0 | NA | 49.0 | 6.2 | 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 | 8.9 | 7.2 | 9.5 | 8.8 | 9.5 | NA | 9.6 | 6.3 | 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 | 3.7 | 0.33 | -0.08 | -0.01 | -0.17 | NA | -0.15 | -0.33 | 0.23 | -0.43 | -0.08 | 0.29 | 0.25 | -1.04 | -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 | 0.08 | 0.01 | -0.01 | -0.01 | -0.01 | NA | -0.01 | -0.03 | 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 | 0.06 | 0.09 | 0.21 | 0.2 | 0.14 | NA | 0.14 | 0.16 | 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 | 0.03 | 0.06 | 0.17 | 0.17 | 0.07 | NA | 0.09 | 0.1 | 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 |
| Yield(%) | N/A | 0.5 | 2.6 | 2.1 | 1.3 | 0.5 | 0.4 | N/A | 3.2 | 2.8 | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 4.0 | 4.9 | 1.9 |
| Dividend Growth(%) | N/A | -85.2 | -14.8 | N/A | N/A | N/A | N/A | N/A | 22.9 | 815.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -97.5 | -17.2 | 180.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/26/2006
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