FXEInvesco CurrencyShares Euro Trust

Diversifier20y track recordRanked #17 of 281 in this goal

Seeks to hold euro as a passive investment vehicle.

By Invesco · Launched 2005

Annual Cost

0.40%

#2,089 of 6,040 · average

Fund Size

$370M

#1,892 of 6,040 · large

Return (1Y)

-2.5%

Track Record

20 years

#262 of 6,040 · established

Performance

Total-return NAV · USD

Growth of $10,000

$9,917-0.8%

Total-return NAV, USD. Net of fund fees, before tax.

How Beacon categorizes this fund

Asset class

By weight

Cash

100.0%

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

5.5%Low

Year-on-year price swings

Max drawdown

-26.5%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

0.00Below average

Sortino (3Y)

0.00Moderate downside risk

Objective: Seeks to hold euro as a passive investment vehicle.
Strategy: Holds euro and issues Baskets in exchange for deposits of euro. The Trust is a passive investment vehicle that provides a proportional interest in the euro owned by the Trust.
Inception date: December 9, 2005
Fund family: Invesco