UUP:ARCA-PowerShares DB USD Index Bullish (USD)

ETF | Multicurrency | NYSE Arca

Last Closing

USD 28.37

Change

+0.08 (+0.28)%

Market Cap

USD 0.85B

Volume

0.39M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to track the price and yield performance, before fees and expenses, of the Deutsche Bank Long US Dollar Futures index. The index is comprised solely of long futures contracts. The futures contract is designed to replicate the performance of being long the US Dollar against the Euro, Japanese Yen, British Pound, Canadian Dollar, Swedish Krona and Swiss Franc.

Inception Date: 20/02/2007

Primary Benchmark: DB Long US Dollar TR USD

Primary Index: BofAML USD LIBOR 3 Mon CM

Gross Expense Ratio: 0.78%

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: 2024-03-28 )

Largest Industry Peers for Multicurrency

Symbol Name Mer Price(Change) Market Cap
USDU WisdomTree Bloomberg U.S. Doll.. 0.50 %

+0.10 (+0.38%)

USD 0.21B
UDN Invesco DB US Dollar Index Bea.. 0.76 %

-0.11 (-0.62%)

USD 0.06B
CEW WisdomTree Emerging Currency S.. 0.55 %

+0.02 (+0.11%)

USD 7.10M

ETFs Containing UUP

GDMA 0.00 % 0.00 %

N/A

N/A
TBND 0.00 % 0.00 %

N/A

N/A
TDSB Cabana Target Drawdown 7 .. 0.00 % 0.00 %

+0.04 (+0.16%)

USD 0.12B

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 4.72% 100% F 55% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.72% 100% F 52% F
Trailing 12 Months  
Capital Gain 2.12% 100% F 36% F
Dividend Return 6.28% 75% C 77% C+
Total Return 8.41% 100% F 41% F
Trailing 5 Years  
Capital Gain 8.99% 100% F 51% F
Dividend Return 9.67% 75% C 37% F
Total Return 18.66% 100% F 45% F
Average Annual (5 Year Horizon)  
Capital Gain 2.06% 100% F 51% F
Dividend Return 3.06% 100% F 44% F
Total Return 1.00% 75% C 26% F
Risk Return Profile  
Volatility (Standard Deviation) 7.39% 50% F 86% B+
Risk Adjusted Return 41.35% 100% F 68% D+
Market Capitalization 0.85B 100% F 41% 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.