FXYInvesco CurrencyShares Japanese Yen Trust

Diversifier19y track recordRanked #11 of 281 in this goal

Seeks to hold Japanese Yen as a passive investment vehicle.

By Invesco · Launched 2007

Annual Cost

0.40%

#2,089 of 6,040 · average

Fund Size

$448M

#1,752 of 6,040 · large

Return (1Y)

-6.5%

Track Record

19 years

#439 of 6,040 · established

Performance

Total-return NAV · USD

Growth of $10,000

$9,047-9.5%

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)

8.5%Low

Year-on-year price swings

Max drawdown

-41.9%Severe

Worst peak-to-trough loss

Sharpe (3Y)

-0.58Below average

Sortino (3Y)

-0.87Moderate downside risk

Objective: Seeks to hold Japanese Yen as a passive investment vehicle.
Strategy: The Trust is a passive investment vehicle that holds Japanese Yen. It does not engage in activities designed to profit from or mitigate losses caused by price changes in the Japanese Yen.
Inception date: February 12, 2007
Fund family: Invesco