Find A Portfolio/Ticker
Comparison Box
FXM: Currencyshares Mexican Peso Trust (ETF)
Basic Info
Asset Class: | Currency |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/26/2006 |
Last Dividend Date: | 03/01/2012 |
12-Mo. Yield | 2.21% |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 03/23/2012)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 06/26/2006 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.8 | -4.2 | 6.5 | 0.0 | 1.1 | 9.3 | -8.8 | 7.3 | 9.5 | -17.8 | 3.5 | 7.0 |
Sharpe Ratio | NA | -0.31 | 0.5 | -0.05 | 0.01 | 4.72 | -0.65 | 0.63 | 0.59 | -1.05 | 0.08 | 1.46 |
Draw Down(%) | NA | 18.5 | 18.5 | 34.1 | 34.1 | 2.6 | 18.5 | 7.5 | 13.4 | 28.8 | 3.8 | 3.3 |
Standard Deviation(%) | NA | 13.8 | 13.0 | 13.7 | 13.0 | 10.2 | 13.6 | 11.4 | 15.9 | 17.8 | 6.0 | 7.4 |
Treynor Ratio | NA | -0.03 | 0.07 | -0.01 | 0.0 | 0.39 | -0.07 | 0.09 | 0.17 | -0.57 | 0.04 | 0.36 |
Alpha | NA | -0.01 | 0.01 | -0.01 | -0.01 | 0.1 | -0.02 | 0.0 | 0.03 | -0.08 | 0.0 | 0.04 |
Beta | NA | 1.37 | 0.93 | 0.73 | 0.7 | 1.24 | 1.32 | 0.76 | 0.55 | 0.33 | 0.13 | 0.29 |
RSquared | NA | 0.63 | 0.38 | 0.18 | 0.17 | 0.62 | 0.59 | 0.46 | 0.08 | 0.02 | 0.01 | 0.03 |
Yield(%) | N/A | 2.2 | 2.9 | 2.7 | N/A | 0.5 | 2.4 | 2.0 | 5.2 | 2.2 | 4.6 | 0.7 |
Dividend Growth(%) | N/A | 14.7 | N/A | N/A | N/A | -82.9 | 25.3 | -59.7 | 90.0 | -52.3 | 625.9 | N/A |
*: 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 Currency Asset Class Trend Rankings |
Top Rated Funds in Currency
Best Mutual Funds
- LDMFX (LORD ABBETT EMERGING MARKETS CURRENCY FUND CLASS F) (86%)
- FDPIX (FALLING U.S. DOLLAR PROFUND FALLING U.S. DOLLAR PROFUND INVESTOR CLASS) (81%)
- RDPIX (RISING U.S. DOLLAR PROFUND RISING U.S. DOLLAR PROFUND INVESTOR CLASS) (76%)
- PLMIX (PIMCO EMERGING MARKETS CURRENCY FUND INSTITUTIONAL) (71%)
- PLMPX (PIMCO EMERGING MARKETS CURRENCY FUND CLASS P) (62%)
- MERKX (MERK HARD CURRENCY FUND INVESTOR SHARES) (57%)
- FDPSX (FALLING U.S. DOLLAR PROFUND FALLING U.S. DOLLAR PROFUND SERVICE CLASS) (52%)
- RDPSX (RISING U.S. DOLLAR PROFUND RISING U.S. DOLLAR PROFUND SERVICE CLASS) (48%)
- ECIMX (EATON VANCE DIVERSIFIED CURRENCY INCOME FUND EATON VANCE DIVERSIFIED CURRENCY INCOME FUND CLASS C) (38%)
- MHCIX (MERK HARD CURRENCY FUND INSTITUTIONAL SHARE CLASS) (5%)
Best ETFs
- DBV (Invesco DB G10 Currency Harvest Fund) (100%)
- UDN (Invesco DB US Dollar Index Bearish Fund) (95%)
- UUP (Invesco DB US Dollar Index Bullish Fund) (90%)
- CEW (WisdomTree Emerging Currency Strategy Fund) (43%)