UUP:NYE-Invesco DB US Dollar Index Bullish Fund (USD)

ETF | Multicurrency |

Last Closing

USD 29.37

Change

+0.08 (+0.27)%

Market Cap

USD 0.42B

Volume

0.39M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund invests in futures contracts in an attempt to track its index. The index is calculated to reflect the changes in market value over time, whether positive or negative, of long positions in DX Contracts.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-24 )

Largest Industry Peers for Multicurrency

Symbol Name Price(Change) Market Cap
USDU WisdomTree Bloomberg U.S. Doll..

-0.05 (-0.17%)

USD 0.20B
UDN Invesco DB US Dollar Index Bea..

-0.06 (-0.36%)

USD 0.05B
CEW WisdomTree Emerging Currency S..

+0.02 (+0.11%)

USD 7.20M

ETFs Containing UUP

TDSB Cabana Target Drawdown 7 .. 10.45 % 0.00 %

+0.12 (+0.52%)

USD 0.09B
QAI IQ Hedge Multi-Strategy T.. 8.10 % 0.54 %

+0.11 (+0.52%)

USD 0.67B
TBND 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Multicurrency) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 8.42% 75% C 59% D-
Dividend Return 4.86% 100% F 65% D
Total Return 13.28% 75% C 61% D-
Trailing 12 Months  
Capital Gain 8.42% 67% D+ 60% D-
Dividend Return 4.86% 100% F 64% D
Total Return 13.28% 67% D+ 62% D
Trailing 5 Years  
Capital Gain 12.01% 100% F 57% F
Dividend Return 12.62% 75% C 41% F
Total Return 24.64% 100% F 52% F
Average Annual (5 Year Horizon)  
Capital Gain 2.71% 100% F 43% F
Dividend Return 4.26% 100% F 40% F
Total Return 1.55% 75% C 38% F
Risk Return Profile  
Volatility (Standard Deviation) 7.21% 50% F 86% B+
Risk Adjusted Return 59.14% 100% F 73% C
Market Capitalization 0.42B 100% F 46% 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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
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.