Invesco Db Dollar Etf Profile
| UDN Etf | USD 17.68 0.02 0.11% |
PerformanceGood
| Odds Of DistressLow
|
Invesco DB is selling at 17.68 as of the 19th of March 2025; that is 0.11 percent increase since the beginning of the trading day. The etf's open price was 17.66. Invesco DB has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
The index reflects the changes in market value over time, whether positive or negative, of a short position in the DX Contract which expires during the months of March, June, September and December. DB US is traded on NYSEARCA Exchange in the United States. More on Invesco DB Dollar
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Invesco Etf Highlights
| Old Name | Powershares Db Us Dollar Index Bearish Fund |
| Business Concentration | Trading--Miscellaneous, Invesco (View all Sectors) |
| Issuer | Invesco |
| Inception Date | 2007-02-20 |
| Benchmark | Deutsche Bank Short USD Currency Portfolio Index - Excess Return |
| Entity Type | Partnership |
| Asset Under Management | 61.33 Million |
| Average Trading Valume | 139,812.3 |
| Asset Type | Currency |
| Category | Basket |
| Focus | Developed Markets Basket |
| Market Concentration | Blended Development |
| Region | Global ex-U.S. |
| Administrator | The Bank of New York Mellon Corporation |
| Advisor | Invesco Capital Management LLC |
| Custodian | The Bank of New York Mellon Corporation |
| Distributor | Invesco Distributors, Inc. |
| Portfolio Manager | Peter Hubbard |
| Transfer Agent | The Bank of New York Mellon Corporation |
| Trustee | Wilmington Trust Company |
| Fiscal Year End | 31-Dec |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 2.0 |
| Market Maker | Virtu Financial |
| Total Expense | 0.78 |
| Management Fee | 0.75 |
| Country Name | USA |
| Returns Y T D | 5.69 |
| Name | Invesco DB US Dollar Index Bearish Fund |
| Currency Code | USD |
| Open Figi | BBG000R1C0K1 |
| In Threey Volatility | 7.78 |
| 1y Volatility | 6.26 |
| 200 Day M A | 17.9354 |
| 50 Day M A | 17.0024 |
| Code | UDN |
| Updated At | 18th of March 2025 |
Invesco DB Dollar [UDN] is traded in USA and was established 2007-02-20. The fund is classified under Trading--Miscellaneous category within Invesco family. Invesco DB Dollar at this time have 63.39 M in net assets. , while the total return for the last year was 2.4%.
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Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Invesco Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Invesco Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Invesco DB Dollar Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Invesco DB Dollar Etf Constituents
| AGPXX | Invesco Short Term Investments | Money Market Fund | US Money Market Fund |
Invesco DB Dollar Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Invesco DB. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.0789 | |||
| Jensen Alpha | 0.0478 | |||
| Total Risk Alpha | 0.0931 | |||
| Sortino Ratio | 0.3182 |
Invesco DB Against Markets
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Invesco DB Dollar. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in unemployment. You can also try the Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.
The market value of Invesco DB Dollar is measured differently than its book value, which is the value of Invesco that is recorded on the company's balance sheet. Investors also form their own opinion of Invesco DB's value that differs from its market value or its book value, called intrinsic value, which is Invesco DB's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Invesco DB's market value can be influenced by many factors that don't directly affect Invesco DB's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Invesco DB's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco DB is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco DB's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.