UDN:ARCA-PowerShares DB USD Index Bearish (USD)

ETF | Multicurrency | NYSE Arca

Last Closing

USD 18.08

Change

+0.10 (+0.56)%

Market Cap

USD 0.04B

Volume

0.05M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund seeks to track the changes, whether positive or negative, in the level of the Deutsche Bank Short US Dollar Index (USDX?) Futures Index. The index reflects the changes in market value over time, whether positive or negative, of a short position in the DX Contract which expires during the months of March, June, September and December. The fund seeks to track the index by establishing short positions in DX Contracts. DX Contracts are linked to the six underlying currencies of the U.S. Dollar Index (USDX?). The underlying currencies are Euro, Japanese Yen, British Pound, Canadian Dollar, Swedish Krona and Swiss Franc.

Inception Date: 20/02/2007

Primary Benchmark: DB Short US Dollar TR USD

Primary Index: BofAML USD LIBOR 3 Mon CM

Gross Expense Ratio: 0.81%

Management Expense Ratio: 0.76 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-15 )

Largest Industry Peers for Multicurrency

Symbol Name Mer Price(Change) Market Cap
UUP Invesco DB US Dollar Index Bul.. 0.76 %

-0.07 (-0.24%)

USD 0.29B
USDU WisdomTree Bloomberg U.S. Doll.. 0.50 %

-0.05 (-0.18%)

USD 0.17B
CEW WisdomTree Emerging Currency S.. 0.55 %

-0.01 (-0.03%)

USD 7.38M

ETFs Containing UDN

GTR WisdomTree Target Range F.. 21.39 % 0.00 %

-0.10 (-0.40%)

USD 0.06B
BCIM abrdn ETFs - abrdn Bloomb.. 10.63 % 0.00 %

-0.18 (-0.40%)

USD 0.02B
AGGY WisdomTree Yield Enhanced.. 0.00 % 0.12 %

-0.04 (-0.40%)

USD 0.93B
AGND 0.00 % 0.28 %

N/A

N/A
FTSL First Trust Senior Loan F.. 0.00 % 0.85 %

+0.02 (+-0.40%)

USD 2.17B
HUSE 0.00 % 0.91 %

N/A

N/A
HYND 0.00 % 0.48 %

N/A

N/A
HYS PIMCO 0-5 Year High Yield.. 0.00 % 0.56 %

-0.07 (-0.40%)

USD 1.39B
ITM 0.00 % 0.24 %

N/A

N/A
LTPZ PIMCO 15+ Year U.S. TIPS .. 0.00 % 0.20 %

+0.65 (+-0.40%)

N/A
MLN 0.00 % 0.24 %

N/A

N/A
UITB VictoryShares USAA Core I.. 0.00 % 0.40 %

-0.02 (-0.40%)

USD 2.33B
USTB VictoryShares USAA Core S.. 0.00 % 0.35 %

-0.02 (-0.40%)

USD 0.75B
FLMI Franklin Liberty Intermed.. 0.00 % 0.30 %

-0.04 (-0.40%)

USD 0.34B
MMIN IQ MacKay Municipal Insur.. 0.00 % 0.30 %

+0.05 (+-0.40%)

USD 0.51B
DWFI 0.00 % 0.15 %

N/A

N/A
FCVT First Trust SSI Strategic.. 0.00 % 0.95 %

+0.19 (+-0.40%)

USD 0.07B
FEMB First Trust Emerging Mark.. 0.00 % 0.85 %

-0.05 (-0.40%)

USD 0.20B
FIXD First Trust TCW Opportuni.. 0.00 % 0.55 %

-0.06 (-0.40%)

USD 5.50B
FCAL First Trust California Mu.. 0.00 % 0.50 %

+0.08 (+-0.40%)

USD 0.26B
FMHI First Trust Municipal Hig.. 0.00 % 0.55 %

+0.04 (+-0.40%)

USD 0.74B
WBND Western Asset Total Retur.. 0.00 % 0.45 %

-0.02 (-0.40%)

USD 0.02B
FUMB First Trust Ultra Short D.. 0.00 % 0.00 %

+0.02 (+-0.40%)

USD 0.20B
FSMB First Trust Short Duratio.. 0.00 % 0.00 %

+0.01 (+-0.40%)

USD 0.41B
XLSR SPDR® SSGA U.S. Sector R.. 0.00 % 0.00 %

-0.20 (-0.40%)

USD 0.62B
SCHP Schwab U.S. TIPS ETF 0.00 % 0.05 %

+0.05 (+-0.40%)

USD 11.14B
SCHR Schwab Intermediate-Term .. 0.00 % 0.06 %

-0.05 (-0.40%)

USD 10.10B
SHM SPDR® Nuveen Bloomberg S.. 0.00 % 0.20 %

+0.02 (+-0.40%)

N/A
SMMU PIMCO Short Term Municipa.. 0.00 % 0.35 %

N/A

USD 0.63B
STPZ PIMCO 1-5 Year U.S. TIPS .. 0.00 % 0.20 %

N/A

USD 0.48B
TFI SPDR® Nuveen Bloomberg M.. 0.00 % 0.23 %

+0.01 (+-0.40%)

N/A
TIPZ PIMCO Broad U.S. TIPS Ind.. 0.00 % 0.21 %

+0.12 (+-0.40%)

N/A
UNL United States 12 Month Na.. 0.00 % 0.15 %

+0.01 (+-0.40%)

N/A
VWOB Vanguard Emerging Markets.. 0.00 % 0.30 %

-0.12 (-0.40%)

USD 5.50B
HMOP Hartford Municipal Opport.. 0.00 % 0.34 %

-0.10 (-0.40%)

USD 0.47B
DBEH 0.00 % 0.00 %

N/A

N/A
DMAR 0.00 % 0.00 %

N/A

N/A
SIFI Harbor Scientific Alpha I.. 0.00 % 0.00 %

-0.11 (-0.40%)

USD 0.03B
LONZ PIMCO ETF Trust 0.00 % 0.00 %

-0.02 (-0.40%)

USD 0.62B

Market Performance

  Market Performance vs. Industry/Classification (Multicurrency) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -1.90% 25% F 26% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.90% 25% F 21% F
Trailing 12 Months  
Capital Gain -3.78% 25% F 20% F
Dividend Return 5.11% 50% F 69% C-
Total Return 1.33% 25% F 22% F
Trailing 5 Years  
Capital Gain -12.00% 25% F 31% F
Dividend Return 6.67% 50% F 21% F
Total Return -5.32% 25% F 22% F
Average Annual (5 Year Horizon)  
Capital Gain -2.09% 25% F 30% F
Dividend Return -1.20% 25% F 21% F
Total Return 0.89% 50% F 22% F
Risk Return Profile  
Volatility (Standard Deviation) 7.53% 25% F 87% B+
Risk Adjusted Return -15.90% 25% F 17% F
Market Capitalization 0.04B 50% F 18% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.