Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FXA (Invesco CurrencyShares Australian Dollar Trust) | 7.48% | 11.04% | 3.92% | -0.84% | 0.29% | -1.58% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/26/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FXA (Invesco CurrencyShares Australian Dollar Trust) | 06/26/2006 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.35 | 11.04 | 3.92 | -0.84 | 0.29 | -1.58 | NA | … | … | 7.48 | 9.10 | -7.75 | 1.18 | -6.45 | -6.17 | 9.52 | 0.13 | -8.81 | 9.05 | -0.16 | -9.40 | -6.93 | -12.60 | 4.48 | 3.98 | 17.89 | 29.33 | -14.08 | 17.03 | 10.78 |
| Sharpe Ratio | NA | 1.25 | 0.15 | -0.30 | -0.10 | NA | NA | … | … | 2.01 | 0.65 | -1.35 | -0.23 | -0.58 | -0.66 | 0.75 | -0.19 | -1.16 | 1.11 | -0.03 | -0.79 | -0.83 | -1.26 | 0.50 | 0.27 | 1.23 | 1.49 | -0.56 | 1.14 | 2.59 |
| Standard Deviation(%) | NA | 7.96 | 9.29 | 10.43 | 9.92 | NA | NA | … | … | 9.35 | 9.60 | 8.44 | 10.82 | 13.57 | 9.35 | 12.38 | 6.97 | 8.81 | 7.56 | 11.48 | 11.89 | 8.37 | 10.06 | 8.94 | 14.39 | 14.41 | 19.59 | 26.67 | 12.18 | 7.11 |
| Draw Down(%) | NA | 4.21 | 13.02 | 21.05 | 27.97 | NA | NA | … | … | 4.21 | 6.66 | 10.12 | 11.01 | 18.28 | 12.36 | 17.95 | 7.43 | 12.50 | 6.64 | 8.12 | 15.18 | 14.00 | 15.05 | 9.47 | 12.72 | 12.87 | 12.90 | 37.26 | 10.37 | 3.30 |
| Yield(%) | 0.13 | 1.15 | 1.33 | 0.75 | 0.67 | 0.93 | 2.28 | … | … | 0.62 | 1.25 | 1.52 | 1.00 | 0.05 | 0.00 | 0.03 | 0.53 | 0.97 | 0.89 | 0.96 | 1.37 | 1.85 | 1.64 | 2.91 | 4.05 | 3.39 | 2.62 | 5.79 | 5.76 | 2.42 |
Data as of 06/04/2026, Common starting date is 06/26/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FXA (Invesco CurrencyShares Australian Dollar Trust) |
-10.74%
Sep 2012 – Sep 2015 |
-5.54%
May 2011 – May 2016 |
-4.02%
Oct 2012 – Oct 2022 |
-1.66%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FXA (Invesco CurrencyShares Australian Dollar Trust) |
22.76%
Feb 2009 – Feb 2012 |
12.19%
Jul 2006 – Jul 2011 |
3.40%
Jan 2009 – Jan 2019 |
1.98%
Sep 2006 – Sep 2021 |
Annualized Rolling Returns Comparison Chart