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UDN
-0.18 · -0.99%
$18.37 · NYSE ARCA

Invesco DB US Dollar Index Bearish Fund (UDN) ETF Analysis | Trading--Miscellaneous

Invesco · United States
AUM:$147.9M
#– of – in Trading--Miscellaneous ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 11.7% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.75% — moderate cost. Consider how fees compound over long holding periods.

What is UDN?

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. The fund seeks to track the index by establishing short positions in DX Contracts.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
UDN returned 11.7% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.75%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 95.0% of the ETF — significant weight in a small number of names.
ETF Information
AUM$147.9M
Expense Ratio0.75%
Dividend Yield2.89%
Holdings1
Inception DateFeb 2007
DomicileUnited States
DistributionNA
Index–
ProviderInvesco
Beta13.16
CategoryTrading--Miscellaneous
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-1.2%
1Y
-0.2%
3Y
+10.4%
5Y
-0.4%
OpenBook InsightIf you had invested £10,000 in UDN 5 years ago, it would have fallen to £9,960 — a loss of £40.

Annual Returns

Calendar year performance

UDN delivered positive returns in 2 of the last 5 calendar years.
YearUDN
2026 YTD-0.2%
2025+13.2%
2024-3.8%
2023+6.0%
2022-7.4%
CAGR 4yr+1.7%
2/5 positive yearsAvg return: +1.6%Worst year: -7.4% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
5.5%
Low
Momentum
+1.5%
30-day change
Support Level
18.11
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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