FXFInvesco CurrencyShares Swiss Franc Trust

Diversifier20y track recordRanked #20 of 281 in this goal

Seeks to provide exposure to the Swiss Franc.

By Invesco · Launched 2006

Annual Cost

0.40%

#2,089 of 6,040 · average

Fund Size

$388M

#1,857 of 6,040 · large

Return (1Y)

-5.2%

Track Record

20 years

#336 of 6,040 · established

Performance

Total-return NAV · USD

Growth of $10,000

$9,658-3.4%

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)

7.3%Low

Year-on-year price swings

Max drawdown

-15.0%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

-0.16Below average

Sortino (3Y)

-0.24Moderate downside risk

Objective: Seeks to provide exposure to the Swiss Franc.
Strategy: Holds Swiss Francs as a passive investment vehicle, providing exposure to the currency. The Trust does not engage in activities to profit from price changes in the Swiss Franc.
Inception date: June 21, 2006
Fund family: Invesco