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UDN: Invesco DB US Dollar Index Bearish Fund (ETF)


Basic Info     17.99 0.09(0.50%) November 12

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Asset Class:Currency
MyPlanIQ Rating: (95%)
Start Date:02/20/2007
Last Dividend Date:12/18/2023
12-Mo. Yield 5.18%
Expenses 0.75%
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Performance Analytics (As of 11/11/2024)

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Last 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(%) -2.5 -2.4 2.4 -2.6 -1.1 -2.2 -2.4 -1.2 4.9 -7.9 -7.0 6.2 -1.0 -5.0 9.5 -4.5 -9.8 -12.2 -0.6 1.3 -0.9 -1.6 5.2 -4.5 12.1
Sharpe Ratio NA -1.47 -0.54 -0.79 -0.45 -0.5 NA -0.28 0.09 -0.96 -1.31 0.79 -0.51 -1.0 1.46 -0.6 -0.99 -2.16 -0.09 0.2 -0.1 -0.18 0.47 -0.43 1.83
Draw Down(%) NA 4.7 4.7 18.6 23.3 29.8 NA 41.7 6.3 17.6 8.6 8.3 4.8 9.9 4.0 11.1 11.3 13.4 6.9 6.3 8.8 14.2 7.7 18.8 3.7
Standard Deviation(%) NA 5.9 6.3 7.8 7.3 7.3 NA 8.0 7.3 9.8 5.4 7.5 4.7 6.3 6.1 7.8 10.0 5.7 6.9 6.6 9.4 9.2 10.8 12.7 6.1
Treynor Ratio NA 0.09 0.03 0.06 0.04 0.04 NA 0.02 -0.01 0.09 0.07 -0.08 0.03 0.06 -0.09 0.05 0.1 0.12 0.01 -0.01 0.01 0.02 -0.06 0.06 -0.69
Alpha NA -0.02 -0.01 -0.01 -0.01 -0.01 NA 0.0 0.02 0.0 -0.01 0.0 0.0 0.0 0.0 0.0 -0.01 -0.01 -0.01 -0.01 0.0 -0.01 0.0 0.0 0.04
Beta NA -0.99 -0.99 -1.01 -0.92 -0.96 NA -0.91 -0.52 -1.04 -0.98 -0.71 -0.95 -1.01 -0.96 -1.02 -1.03 -1.02 -1.04 -0.98 -1.02 -0.99 -0.88 -0.92 -0.16
RSquared NA 0.93 0.93 0.95 0.87 0.92 NA 0.87 0.5 0.97 0.96 0.7 0.9 0.95 0.98 0.98 0.97 0.97 0.98 0.98 0.99 0.98 0.93 0.9 0.05
Yield(%) N/A 0.0 5.2 1.8 1.3 0.7 0.4 N/A 5.2 0.6 0.0 0.0 1.4 1.2 0.1 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.5 1.6
Dividend Growth(%) N/A -100.0 639.1 98.9 374.5 N/A N/A N/A 639.1 N/A N/A -100.0 6.6 1006.2 N/A N/A N/A N/A N/A N/A N/A N/A -100.0 -62.5 N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/20/2007

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