Invesco Db Us Dollar Index Bearish Fund (UDN) Return on Equity [ROE] (2011 - 2026)
Invesco Db Us Dollar Index Bearish Fund (UDN) recorded Return on Equity [ROE] of 3.56% in Q2 2026, up 0.97 percentage points from 2.60% a year earlier and up 0.25 percentage points from the prior quarter.
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Analysis
Invesco Db Us Dollar Index Bearish Fund (UDN) Return on Equity [ROE] (2011 - 2026) Analysis & Trends
For FY2025, Invesco Db Us Dollar Index Bearish Fund reported Return on Equity [ROE] of 4.35%, down 0.14 percentage points from FY2024.
- Annual Return on Equity [ROE] has a five-year change of +4.65 percentage points (FY2020 to FY2025).
- Across earlier years, Return on Equity [ROE] came in at 4.49% in FY2024 (+0.54 pp), 3.95% in FY2023 (+3.04 pp), 0.91% in FY2022 (+1.66 pp) and -0.76% in FY2021 (-0.46 pp).
- The Q2 2026 figure is the highest quarterly Return on Equity [ROE] since Q1 2025.
- On a year-over-year basis, Return on Equity [ROE] rose in two of the last eight quarters, with an average year-over-year change of -0.97 percentage points.
- Peak year-over-year performance for Return on Equity [ROE] in the last five years was a gain of 4.54 percentage points in Q3 2023, against a drop of 2.52 percentage points in Q2 2025 at the low end.
- Per Business Quant, the preceding three quarters came in at 3.31% (Q1 2026), 2.80% (Q4 2025) and 2.32% (Q3 2025).
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Historic Data
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Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 3.56% |
| Mar 31, 2026 | 3.31% |
| Dec 31, 2025 | 2.80% |
| Sep 30, 2025 | 2.32% |
| Jun 30, 2025 | 2.60% |
| Mar 31, 2025 | 3.90% |
| Dec 31, 2024 | 4.57% |
| Sep 30, 2024 | 4.72% |
| Jun 30, 2024 | 5.12% |
| Mar 31, 2024 | 4.99% |
| Dec 31, 2023 | 5.06% |
| Sep 30, 2023 | 4.55% |
| Jun 30, 2023 | 3.27% |
| 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 | -0.79% |
API Access
Invesco Db Us Dollar Index Bearish Fund Return on Equity [ROE] 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-equity-%5Broe%5D&ticker=UDN&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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-equity-%5Broe%5D&ticker=UDN&period=max&api_key=YOUR_API_KEY");
const data = await res.json();