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

ETF | Multicurrency | NYSE Arca

Last Closing

USD 19.76

Change

0.00 (0.00)%

Market Cap

USD 0.04B

Volume

0.01M

Analyst Target

N/A
Analyst Rating

N/A

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 Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-05-25 )

Largest Industry Peers for Multicurrency

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

N/A

USD 0.33B
USDU WisdomTree Bloomberg U.S. Doll.. 0.50 %

+0.02 (+0.06%)

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

+0.07 (+0.38%)

USD 7.10M

ETFs Containing UDN

GTR WisdomTree Target Range F.. 21.39 % 0.00 %

-0.06 (-0.25%)

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

+0.53 (+-0.25%)

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

+0.13 (+-0.25%)

USD 0.94B
AGND 0.00 % 0.28 %

N/A

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

-0.04 (-0.25%)

USD 2.13B
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 %

+0.09 (+-0.25%)

USD 1.28B
ITM 0.00 % 0.24 %

N/A

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

+0.25 (+-0.25%)

USD 0.73B
MLN 0.00 % 0.24 %

N/A

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

+0.10 (+-0.25%)

USD 1.96B
USTB VictoryShares USAA Core S.. 0.00 % 0.35 %

+0.02 (+-0.25%)

USD 0.57B
FLMI Franklin Liberty Intermed.. 0.00 % 0.30 %

+0.04 (+-0.25%)

USD 0.19B
MMIN IQ MacKay Municipal Insur.. 0.00 % 0.30 %

+0.04 (+-0.25%)

USD 0.44B
DWFI 0.00 % 0.15 %

N/A

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

-0.08 (-0.25%)

USD 0.08B
FEMB First Trust Emerging Mark.. 0.00 % 0.85 %

-0.08 (-0.25%)

USD 0.16B
FIXD First Trust TCW Opportuni.. 0.00 % 0.55 %

+0.04 (+-0.25%)

USD 5.10B
FCAL First Trust California Mu.. 0.00 % 0.50 %

-0.01 (-0.25%)

USD 0.22B
FMHI First Trust Municipal Hig.. 0.00 % 0.55 %

+0.03 (+-0.25%)

USD 0.57B
WBND Western Asset Total Retur.. 0.00 % 0.45 %

+0.04 (+-0.25%)

USD 0.04B
FUMB First Trust Ultra Short D.. 0.00 % 0.00 %

-0.01 (-0.25%)

USD 0.21B
FSMB First Trust Short Duratio.. 0.00 % 0.00 %

-0.02 (-0.25%)

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

-0.33 (-0.25%)

USD 0.47B
SCHP Schwab U.S. TIPS ETF 0.00 % 0.05 %

+0.08 (+-0.25%)

USD 10.92B
SCHR Schwab Intermediate-Term .. 0.00 % 0.06 %

+0.05 (+-0.25%)

USD 8.04B
SHM SPDR® Nuveen Bloomberg S.. 0.00 % 0.20 %

-0.03 (-0.25%)

USD 3.87B
SMMU PIMCO Short Term Municipa.. 0.00 % 0.35 %

+0.04 (+-0.25%)

USD 0.57B
STPZ PIMCO 1-5 Year U.S. TIPS .. 0.00 % 0.20 %

+0.03 (+-0.25%)

USD 0.52B
TFI SPDR® Nuveen Bloomberg M.. 0.00 % 0.23 %

+0.05 (+-0.25%)

USD 3.63B
TIPZ PIMCO Broad U.S. TIPS Ind.. 0.00 % 0.21 %

+0.07 (+-0.25%)

USD 0.10B
UNL United States 12 Month Na.. 0.00 % 0.15 %

+0.04 (+-0.25%)

USD 0.02B
VWOB Vanguard Emerging Markets.. 0.00 % 0.30 %

+0.17 (+-0.25%)

USD 4.18B
HMOP Hartford Municipal Opport.. 0.00 % 0.34 %

+0.01 (+-0.25%)

USD 0.40B
DBEH iMGP DBi Hedge Strategy E.. 0.00 % 0.00 %

-0.11 (-0.25%)

USD 0.04B
SYUS Syntax Stratified U.S. To.. 0.00 % 0.00 %

+0.17 (+-0.25%)

USD 0.02B
SHUS Syntax Stratified U.S. To.. 0.00 % 0.00 %

+0.27 (+-0.25%)

USD 0.03B
DMAR 0.00 % 0.00 %

N/A

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

-0.01 (-0.25%)

USD 0.03B
LONZ PIMCO ETF Trust 0.00 % 0.00 %

N/A

USD 0.31B

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 -3.61% 56% F 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return -3.61% 56% F 76% C+
Trailing 12 Months  
Capital Gain -4.17% 56% F 64% D
Dividend Return 1.37% 20% F 35% F
Total Return -2.80% 56% F 63% D
Trailing 5 Years  
Capital Gain -9.07% 17% F 54% F
Dividend Return 1.41% 33% F 8% B-
Total Return -7.65% 17% F 40% F
Average Annual (5 Year Horizon)  
Capital Gain -1.73% 20% F 26% F
Dividend Return -1.56% 20% F 19% F
Total Return 0.17% 40% F 2% F
Risk Return Profile  
Volatility (Standard Deviation) 5.01% 80% B- 91% A-
Risk Adjusted Return -31.20% 20% F 14% F
Market Capitalization 0.04B 88% B+ 16% 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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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:
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.