The investment seeks to achieve total returns reflective of both money market rates in selected emerging market countries available to foreign investors and changes to the value of these currencies relative to the U.S. dollar. The fund will invest, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in investments whose combined performance is tied economically to selected emerging market countries. It generally will maintain a weighted average portfolio maturity of 90 days or less with respect to the money market securities in its portfolio. The fund is non-diversified.
|UUP||Invesco DB US Dollar Index Bul..||0.75 %||
|UDN||Invesco DB US Dollar Index Bea..||0.75 %||
|USDU||WisdomTree Bloomberg U.S. Doll..||0.51 %||
|DBV||Invesco DB G10 Currency Harves..||0.75 %||
|DEUR||Citigroup ETNs linked to the V..||1.50 %||
|UEUR||Citigroup ETNs linked to the V..||1.50 %||
|UCHF||Citigroup ETNs linked to the V..||1.50 %||
|UGBP||Citigroup ETNs linked to the V..||1.50 %||
|UJPY||Citigroup ETNs linked to the V..||1.50 %||
|DAUD||Citigroup ETNs linked to the V..||1.50 %||
|Market Performance vs.
|Market Performance vs. Exchange|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||5.57%||80%||B-||92%||A-|
|Risk Adjusted Return||18.36%||100%||A+||31%||F|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|Target Price Action||Rating Action||Analyst||Rating||Price||Date|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.
The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.
The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.
The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.
This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.