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UUP: Invesco DB US Dollar Index Bullish Fund (ETF)
Basic Info 28.02 0.18(0.65%) June 05
| Asset Class: | Currency |
| MyPlanIQ Rating: | (90%) |
| Start Date: | 02/20/2007 |
| Last Dividend Date: | 12/22/2025 |
| 12-Mo. Yield | 3.38% |
| Expenses | 0.75% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/20/2007 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.3 | 3.7 | 6.1 | 4.1 | 6.0 | 3.3 | 3.1 | 1.6 | -5.0 | 13.5 | 3.6 | 9.5 | 5.7 | -6.7 | 4.1 | 7.1 | -9.1 | 3.2 | 7.0 | 11.4 | -1.3 | -2.9 | -1.1 | -1.6 | -6.5 | 4.9 | -4.7 |
| Sharpe Ratio | NA | 0.99 | 0.57 | 0.13 | 0.49 | 0.23 | NA | 0.07 | -1.05 | 1.68 | 0.0 | 0.87 | 1.05 | -0.79 | 0.56 | 0.94 | -1.55 | 0.39 | 0.72 | 2.08 | -0.21 | -0.45 | -0.12 | -0.18 | -0.56 | 0.3 | -0.97 |
| Draw Down(%) | NA | 3.5 | 3.6 | 10.1 | 10.4 | 14.2 | NA | 22.2 | 10.1 | 4.3 | 4.6 | 8.7 | 4.0 | 14.0 | 2.3 | 4.1 | 11.2 | 7.2 | 7.9 | 3.1 | 7.0 | 6.3 | 10.4 | 14.9 | 17.6 | 10.9 | 7.8 |
| Standard Deviation(%) | NA | 6.3 | 6.1 | 6.7 | 7.2 | 7.0 | NA | 8.1 | 7.5 | 5.9 | 7.2 | 9.3 | 5.4 | 8.8 | 4.7 | 6.1 | 6.3 | 7.6 | 9.6 | 5.5 | 6.5 | 6.7 | 9.2 | 9.2 | 11.8 | 13.0 | 8.7 |
| Treynor Ratio | NA | 0.06 | 0.03 | 0.01 | 0.04 | 0.02 | NA | 0.01 | -0.08 | 0.1 | 0.0 | 0.08 | 0.06 | -0.07 | 0.03 | 0.06 | -0.1 | 0.03 | 0.07 | 0.11 | -0.01 | -0.03 | -0.01 | -0.02 | -0.07 | 0.04 | -0.08 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
| Yield(%) | N/A | 0.0 | 3.4 | 4.7 | 3.5 | 2.1 | 1.6 | N/A | 3.1 | 4.8 | 6.2 | 1.0 | 0.0 | 0.0 | 2.1 | 1.2 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.7 | 0.8 |
| Dividend Growth(%) | N/A | -100.0 | -29.6 | 1515.4 | 413.6 | N/A | N/A | N/A | -29.6 | -24.6 | 606.9 | N/A | N/A | -100.0 | 90.6 | 1099.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -15.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/20/2007
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