It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
FXB: Invesco CurrencyShares British Pound Sterling Trust (ETF)
Basic Info 128.13 0.83(0.64%) June 05
| Asset Class: | Single Currency |
| MyPlanIQ Rating: | (25%) |
| Start Date: | 06/26/2006 |
| Last Dividend Date: | 06/01/2026 |
| 12-Mo. Yield | 2.22% |
| Expenses | 0.40% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/26/2006 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.9 | -0.2 | 0.4 | 5.2 | 0.7 | -0.1 | -1.0 | -0.7 | 10.4 | 1.4 | 8.6 | -10.5 | -1.5 | 2.9 | 3.9 | -5.8 | 9.1 | -16.7 | -5.7 | -6.3 | 1.6 | 4.3 | -1.1 | -3.3 | 10.6 | -23.8 | 6.5 | 9.7 |
| Sharpe Ratio | NA | -0.43 | -0.34 | 0.28 | -0.22 | -0.18 | NA | -0.2 | 1.03 | -0.36 | 0.59 | -0.97 | -0.23 | 0.23 | 0.29 | -0.86 | 1.02 | -1.2 | -0.66 | -1.11 | 0.2 | 0.68 | -0.13 | -0.34 | 0.72 | -1.76 | 0.49 | 2.31 |
| Draw Down(%) | NA | 4.4 | 4.5 | 8.4 | 24.8 | 29.3 | NA | 49.0 | 4.5 | 6.2 | 7.4 | 22.1 | 7.2 | 13.4 | 9.6 | 12.9 | 4.0 | 18.6 | 7.4 | 9.8 | 8.7 | 5.5 | 8.2 | 12.6 | 9.8 | 27.0 | 5.7 | 2.4 |
| Standard Deviation(%) | NA | 7.1 | 6.6 | 7.0 | 8.5 | 9.3 | NA | 9.5 | 7.3 | 6.3 | 8.4 | 12.3 | 6.7 | 11.3 | 8.3 | 8.3 | 8.3 | 14.0 | 8.7 | 5.7 | 7.8 | 6.3 | 8.5 | 10.2 | 14.7 | 14.1 | 6.9 | 7.0 |
| Treynor Ratio | NA | -0.12 | -0.12 | 0.16 | -0.1 | -0.12 | NA | -0.13 | 2.34 | -0.14 | 0.26 | -0.43 | -0.08 | 0.28 | 0.24 | -1.05 | -0.62 | -0.45 | -1.93 | -1.54 | 0.29 | 0.16 | -0.07 | -0.14 | 0.49 | -2.44 | 0.41 | -4.14 |
| Alpha | NA | -0.03 | -0.02 | 0.0 | -0.01 | -0.01 | NA | -0.01 | 0.03 | -0.02 | 0.0 | -0.03 | -0.03 | 0.0 | 0.0 | -0.03 | 0.04 | -0.09 | -0.02 | -0.03 | 0.0 | 0.0 | -0.01 | -0.03 | 0.02 | -0.09 | 0.01 | 0.06 |
| Beta | NA | 0.25 | 0.19 | 0.12 | 0.19 | 0.15 | NA | 0.14 | 0.03 | 0.16 | 0.19 | 0.27 | 0.2 | 0.09 | 0.1 | 0.07 | -0.14 | 0.37 | 0.03 | 0.04 | 0.06 | 0.26 | 0.17 | 0.24 | 0.22 | 0.1 | 0.08 | -0.04 |
| RSquared | NA | 0.23 | 0.12 | 0.07 | 0.14 | 0.08 | NA | 0.09 | 0.01 | 0.1 | 0.09 | 0.29 | 0.15 | 0.08 | 0.02 | 0.02 | 0.01 | 0.13 | 0.0 | 0.01 | 0.01 | 0.28 | 0.21 | 0.18 | 0.16 | 0.09 | 0.04 | 0.0 |
| Yield(%) | N/A | 1.0 | 2.2 | 2.9 | 1.7 | 0.8 | 0.5 | N/A | 2.7 | 3.2 | 2.8 | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 4.0 | 4.9 | 1.9 |
| Dividend Growth(%) | N/A | -57.7 | -20.9 | 525.7 | N/A | N/A | N/A | N/A | -19.1 | 22.9 | 815.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -97.5 | -17.2 | 180.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/26/2006
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Single Currency Asset Class Trend Rankings |
Top Rated Funds in Single Currency
Best ETFs
- CYB (WisdomTree Chinese Yuan Strategy Fund) (100%)
- CNY (Market Vectors Chinese Renminbi/USD ETN) (99%)
- FXF (Invesco CurrencyShares Swiss Franc Trust) (96%)
- FXA (Invesco CurrencyShares Australian Dollar Trust) (93%)
- FXS (Invesco CurrencyShares Swedish Krona Trust) (76%)
- FXE (Invesco CurrencyShares Euro Trust) (51%)
- FXC (Invesco CurrencyShares Canadian Dollar Trust) (46%)
- FXY (Invesco Currencyshares Japanese Yen Trust) (41%)
- ERO (Ero Copper Corp.) (37%)
- GBB (iPath GBP/USD Exchange Rate ETN) (35%)
Latest Articles Related to FXB
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
