Invesco Db Us Dollar Index Bearish Fund (UDN) Return on Assets [ROA] (2011 - 2026)
Invesco Db Us Dollar Index Bearish Fund (UDN) posted Return on Assets [ROA] of 3.49% for Q2 2026, up 0.89 percentage points from 2.60% a year earlier and up 0.18 percentage points from the prior quarter.
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Invesco Db Us Dollar Index Bearish Fund (UDN) Return on Assets [ROA] (2011 - 2026) Analysis & Trends
For FY2025, Invesco Db Us Dollar Index Bearish Fund's Return on Assets [ROA] came in at 4.34%, down 0.13 percentage points from FY2024.
- Annual Return on Assets [ROA] shows a five-year change of +4.62 percentage points (FY2020 to FY2025).
- In prior years, Invesco Db Us Dollar Index Bearish Fund's Return on Assets [ROA] was 4.47% in FY2024 (+0.53 pp), 3.94% in FY2023 (+3.04 pp), 0.90% in FY2022 (+1.66 pp) and -0.76% in FY2021 (-0.48 pp).
- The Q2 2026 figure stands as the highest quarterly Return on Assets [ROA] since Q1 2025.
- On a year-over-year basis, Return on Assets [ROA] increased in 1 of the last eight quarters, with an average year-over-year change of -0.96 percentage points.
- The strongest year-over-year quarter for Return on Assets [ROA] in the past five years was Q3 2023, with a gain of 4.47 percentage points; the weakest was Q2 2025, with a drop of 2.51 percentage points.
- According to Business Quant data, Return on Assets [ROA] for the three prior quarters was 3.31% (Q1 2026), 2.79% (Q4 2025) and 2.32% (Q3 2025).
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Historic Data
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Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 3.49% |
| Mar 31, 2026 | 3.31% |
| Dec 31, 2025 | 2.79% |
| Sep 30, 2025 | 2.32% |
| Jun 30, 2025 | 2.60% |
| Mar 31, 2025 | 3.89% |
| Dec 31, 2024 | 4.19% |
| Sep 30, 2024 | 4.34% |
| Jun 30, 2024 | 5.11% |
| Mar 31, 2024 | 4.98% |
| Dec 31, 2023 | 5.06% |
| Sep 30, 2023 | 4.49% |
| Jun 30, 2023 | 3.22% |
| Mar 31, 2023 | 1.76% |
| Dec 31, 2022 | 0.82% |
| Sep 30, 2022 | 0.01% |
| Jun 30, 2022 | -0.67% |
| Mar 31, 2022 | -0.98% |
| Dec 31, 2021 | -0.98% |
| Sep 30, 2021 | -0.78% |
API Access
Invesco Db Us Dollar Index Bearish Fund Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=UDN&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "UDN", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=UDN&period=max&api_key=YOUR_API_KEY");
const data = await res.json();