Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| UUP (Invesco DB US Dollar Index Bullish Fund) | -7.58% | -1.47% | 2.36% | 3.80% | 2.23% | 1.86% | NA | 1.36% |
Data as of 07/25/2025, AR inception is 02/20/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UUP (Invesco DB US Dollar Index Bullish Fund) | 02/20/2007 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.84 | -1.47 | 2.36 | 3.80 | 2.23 | 1.86 | NA | 1.36 | -7.58 | 13.50 | 3.63 | 9.47 | 5.73 | -6.66 | 4.09 | 7.05 | -9.10 | 3.16 | 7.01 | 11.38 | -1.33 | -2.94 | -1.06 | -1.60 | -6.52 | 4.89 | -4.68 |
| Sharpe Ratio | NA | -0.60 | -0.13 | 0.22 | 0.10 | NA | NA | 0.04 | -1.90 | 1.17 | -0.09 | 0.88 | 1.05 | -0.78 | 0.57 | 0.95 | -1.55 | 0.39 | 0.72 | 2.08 | -0.21 | -0.45 | -0.12 | -0.18 | -0.56 | 0.30 | -0.95 |
| Standard Deviation(%) | NA | 7.79 | 7.75 | 7.18 | 7.15 | NA | NA | 8.17 | 8.51 | 5.88 | 7.23 | 9.28 | 5.41 | 8.76 | 4.69 | 6.09 | 6.30 | 7.57 | 9.64 | 5.47 | 6.51 | 6.72 | 9.16 | 9.19 | 11.82 | 13.04 | 8.72 |
| Draw Down(%) | NA | 10.05 | 10.36 | 10.36 | 14.24 | NA | NA | 22.18 | 10.05 | 4.25 | 4.56 | 8.71 | 4.02 | 13.96 | 2.25 | 4.10 | 11.24 | 7.15 | 7.93 | 3.07 | 6.98 | 6.32 | 10.40 | 14.94 | 17.64 | 10.92 | 7.81 |
| Yield(%) | 0.00 | 4.57 | 3.88 | 2.62 | 1.64 | 1.16 | 0.90 | 1.00 | 0.00 | 4.82 | 6.21 | 0.96 | 0.00 | 0.00 | 2.05 | 1.15 | 0.09 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.72 | 0.80 |
Data as of 07/25/2025, AR inception is 02/20/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UUP (Invesco DB US Dollar Index Bullish Fund) |
-6.42%
Oct 2008 - Oct 2011 |
-4.19%
Feb 2009 - Feb 2014 |
-0.21%
Feb 2009 - Feb 2019 |
0.71%
Mar 2007 - Mar 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UUP (Invesco DB US Dollar Index Bullish Fund) |
8.79%
Dec 2021 - Dec 2024 |
5.17%
Sep 2017 - Sep 2022 |
4.26%
Jun 2014 - Jun 2024 |
2.70%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison Chart