Skip to main content

Want a detailed portfolio tracker?

Performance analysis of FXF (Invesco CurrencyShares Swiss Franc Trust)

Annual Return

Over the past 3 years, FXF has had an average annual return of +4.39%, underperforming the benchmark SPY, which returned +22.45% annual.

Over the past 5 years, FXF has had an average annual return of +2.01%, underperforming the benchmark SPY, which returned +13.88% annual.

Over the past 10 years, FXF has had an average annual return of +1.25%, underperforming the benchmark SPY, which returned +15.45% annual.

Since Jun 26, 2006, FXF has had an average annual return of +1.79%, underperforming the benchmark SPY, which returned +11.45% annual.

202620252024202320222021202020192018201720162015
-0.20%+14.04%-7.46%+9.63%-2.29%-4.08%+8.19%+0.31%-2.01%+3.31%-2.74%-1.83%
201420132012201120102009200820072006
-10.62%+2.19%+2.25%-1.08%+10.54%+2.21%+7.64%+9.04%+2.39%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+2.51%+0.42%-3.89%+2.27%+0.08%-1.44%-0.20%
2025-0.37%+0.87%+2.07%+7.14%+0.26%+3.69%-2.46%+1.52%+0.47%-1.15%+0.15%+1.34%+14.04%
2024-2.51%-2.43%-1.92%-1.91%+1.81%+0.46%+2.30%+3.30%+0.42%-2.03%-2.00%-2.96%-7.46%
2023+0.95%-2.84%+2.89%+2.34%-1.92%+1.75%+2.59%-1.29%-3.50%+0.66%+3.89%+4.10%+9.63%
2022-1.76%+1.05%-0.84%-5.17%+1.26%+0.46%+0.15%-2.70%-1.04%-1.46%+5.77%+2.37%-2.29%
2021-0.77%-2.14%-3.87%+3.34%+1.50%-2.89%+2.09%-1.19%-1.87%+1.67%-0.35%+0.60%-4.08%
2020+0.44%-0.23%+0.09%-0.37%+0.33%+1.40%+3.50%+1.07%-2.01%+0.39%+0.75%+2.64%+8.19%
2019-1.25%-0.49%+0.18%-2.39%+1.67%+2.40%-1.86%+0.34%-0.90%+1.11%-1.45%+3.14%+0.31%
2018+4.55%-1.49%-1.33%-3.63%+0.47%-0.56%-0.08%+2.01%-1.30%-2.78%+0.80%+1.58%-2.01%
2017+2.81%-1.53%+0.19%+0.54%+2.64%+0.90%-0.95%+0.74%-1.06%-3.00%+1.28%+0.87%+3.31%

Drawdown analysis of FXF (Invesco CurrencyShares Swiss Franc Trust)

The maximum drawdown for the FXF was -35.58%, occurring on Nov 3, 2022. This drawdown has not yet recovered.

The current FXF drawdown is -18.53%.

Since Jun 26, 2006 FXF has experienced the following drawdowns:

  • 30% or more: 1 time
  • 20% or more: 1 time
  • 10% or more: 2 times
DepthStartTo BottomBottomTo RecoverEndTotal
-35.58%Aug 9, 20112829Nov 3, 2022OngoingOngoingOngoing
-18.94%Mar 17, 2008174Nov 20, 2008464Sep 27, 2010638
-5.36%Nov 26, 200718Dec 20, 200715Jan 14, 200833
-5.08%Oct 14, 201032Nov 30, 201016Dec 22, 201048
-4.81%Dec 5, 200634Jan 26, 2007121Jul 20, 2007155
-4.14%Dec 31, 20107Jan 11, 201130Feb 24, 201137
-4.07%Aug 4, 200649Oct 13, 200629Nov 24, 200678
-3.55%May 3, 20118May 13, 201110May 27, 201118
-2.88%Mar 17, 201113Apr 5, 20115Apr 12, 201118
-2.54%Jul 7, 20067Jul 18, 200613Aug 4, 200620
-2.40%Aug 3, 20078Aug 15, 200716Sep 7, 200724
-2.36%Jan 31, 20089Feb 13, 20088Feb 26, 200817
-2.20%Jun 3, 20118Jun 15, 20119Jun 28, 201117
-1.95%Jun 28, 20113Jul 1, 20116Jul 12, 20119
-1.86%Sep 28, 20076Oct 8, 200714Oct 26, 200720
-1.61%Nov 9, 20071Nov 12, 20076Nov 20, 20077
-1.43%Mar 10, 20081Mar 11, 20081Mar 12, 20082
-1.42%Jul 15, 20112Jul 19, 20114Jul 25, 20116
-1.33%Mar 2, 20114Mar 8, 20115Mar 15, 20119
-1.13%Jul 20, 20073Jul 25, 20077Aug 3, 200710
-0.98%Jan 24, 20081Jan 25, 20083Jan 30, 20084
-0.91%Dec 22, 20102Dec 27, 20101Dec 28, 20103
-0.84%Apr 15, 20112Apr 19, 20111Apr 20, 20113
-0.78%Jan 15, 20082Jan 17, 20083Jan 23, 20085
-0.69%Jun 30, 20062Jul 5, 20062Jul 7, 20064