Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FXE (Invesco CurrencyShares Euro Trust) | 13.42% | 9.52% | 6.17% | 1.04% | 0.35% | -0.76% | NA | 0.17% |
Data as of 07/08/2025, AR inception is 12/12/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FXE (Invesco CurrencyShares Euro Trust) | 12/12/2005 | 07/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.54 | 9.52 | 6.17 | 1.04 | 0.35 | -0.76 | NA | 0.17 | 13.42 | -4.18 | 4.87 | -6.57 | -7.83 | 7.94 | -2.90 | -5.30 | 13.05 | -3.89 | -10.69 | -12.39 | 3.84 | 1.58 | -2.93 | -6.87 | 2.53 | -1.18 | 14.26 | 13.97 | -0.88 |
| Sharpe Ratio | NA | 0.85 | 0.25 | -0.10 | -0.14 | NA | NA | -0.11 | 2.79 | -1.81 | 0.08 | -0.80 | -1.35 | 1.03 | -0.85 | -0.93 | 1.67 | -0.49 | -0.89 | -2.02 | 0.51 | 0.18 | -0.26 | -0.60 | 0.19 | -0.14 | 1.80 | 1.42 | -2.79 |
| Standard Deviation(%) | NA | 8.16 | 8.15 | 7.66 | 7.70 | NA | NA | 8.99 | 9.40 | 5.94 | 7.70 | 10.00 | 5.81 | 7.48 | 5.08 | 7.17 | 7.45 | 8.41 | 12.11 | 6.16 | 7.52 | 8.36 | 11.47 | 11.54 | 12.74 | 14.53 | 6.27 | 7.59 | 6.60 |
| Draw Down(%) | NA | 8.12 | 8.16 | 23.46 | 26.46 | NA | NA | 43.33 | 3.77 | 6.94 | 6.42 | 16.76 | 9.89 | 6.88 | 6.20 | 10.79 | 3.77 | 10.28 | 13.48 | 13.43 | 6.53 | 10.48 | 12.61 | 18.04 | 10.02 | 20.76 | 3.60 | 3.54 | 1.47 |
| Yield(%) | 0.00 | 1.10 | 1.41 | 0.74 | 0.37 | 0.23 | 0.70 | 0.74 | 0.27 | 2.17 | 1.56 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.23 | 0.01 | 0.35 | 3.39 | 3.34 | 2.17 | 0.00 |
Data as of 07/08/2025, AR inception is 12/12/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FXE (Invesco CurrencyShares Euro Trust) |
-9.06%
Dec 2013 - Dec 2016 |
-5.60%
Jun 2011 - Jun 2016 |
-3.52%
Nov 2009 - Nov 2019 |
-2.82%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FXE (Invesco CurrencyShares Euro Trust) |
7.47%
Sep 2006 - Sep 2009 |
4.87%
Apr 2006 - Apr 2011 |
0.34%
Jun 2015 - Jun 2025 |
0.24%
Feb 2006 - Feb 2021 |
Annualized Rolling Returns Comparison Chart