Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Invesco CurrencyShares® Canadian Dollar Trust (FXC)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: FXC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 0.09% | Avg. Invested days 43 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 8.76 | 52 Weeks Range 66.39 - 72.28 | Updated Date 06/29/2025 |
52 Weeks Range 66.39 - 72.28 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco CurrencyShares® Canadian Dollar Trust
ETF Overview
Overview
The Invesco CurrencySharesu00ae Canadian Dollar Trust (FXC) is designed to track the price of the Canadian dollar relative to the U.S. dollar. It offers investors a convenient way to gain exposure to the Canadian dollar without directly holding the currency. The trust holds Canadian dollars in deposit accounts.
Reputation and Reliability
Invesco is a well-established and reputable asset management firm with a long track record in the ETF market.
Management Expertise
Invesco has extensive experience in managing currency-related investments, providing confidence in their ability to manage the trust effectively.
Investment Objective
Goal
The investment objective is for the shares to reflect the price of the Canadian Dollar.
Investment Approach and Strategy
Strategy: The trust aims to track the price of the Canadian dollar by holding Canadian dollars in deposit accounts.
Composition The primary asset held by the trust is Canadian dollars.
Market Position
Market Share: The Invesco CurrencySharesu00ae Canadian Dollar Trust holds a significant market share within the currency ETF market, specifically for Canadian dollar exposure.
Total Net Assets (AUM): 87910000
Competitors
Key Competitors
Competitive Landscape
As a sole fund for tracking the price of the Canadian dollar with a significant AUM, FXC has a relatively limited competitive landscape. No other US ETFs explicitly track only the Canadian dollar, which is its greatest competitive advantage. Its main disadvantage is a dependence on the Canadian dollar's price changes and currency risk.
Financial Performance
Historical Performance: Historical performance data would be specific to the time period analyzed and can be found on financial websites. Performance correlates closely with the CAD/USD exchange rate.
Benchmark Comparison: The benchmark for the ETF is effectively the CAD/USD exchange rate.
Expense Ratio: 0.004
Liquidity
Average Trading Volume
FXC's average trading volume is moderate, providing decent liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is usually tight, indicating good liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
Economic indicators in Canada and the US, interest rate differentials, commodity prices (especially oil), and global risk sentiment all impact the CAD/USD exchange rate and, therefore, FXC's performance.
Growth Trajectory
The growth trajectory depends on investor demand for Canadian dollar exposure and the relative strength of the Canadian economy. The strategy and holding have been consistent since inception.
Moat and Competitive Advantages
Competitive Edge
FXC's primary advantage lies in its simplicity and direct exposure to the Canadian dollar. It is designed solely to track the currency, avoiding the complexities of other currency-related investments. It provides a straightforward and transparent way for investors to participate in the Canadian dollar's movements. Its first-mover advantage in tracking the CAD also helped it accumulate and maintain a large AUM.
Risk Analysis
Volatility
Volatility will reflect the volatility of the CAD/USD exchange rate, which can be influenced by economic and political events.
Market Risk
The primary risk is currency risk, meaning the value of the Canadian dollar can fluctuate significantly against the U.S. dollar, impacting the ETF's value.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking direct exposure to the Canadian dollar, perhaps for hedging purposes, diversification, or speculation on currency movements.
Market Risk
It is suitable for active traders or investors with a specific view on the Canadian dollar, rather than passive index followers. Can be suitable for both short-term and long-term investors.
Summary
The Invesco CurrencySharesu00ae Canadian Dollar Trust (FXC) offers a simple and direct way to invest in the Canadian dollar. Its performance is directly tied to the CAD/USD exchange rate, making it suitable for investors with a specific view on the currency. While it offers currency exposure, investors must be aware of the inherent currency risks. The expense ratio is very low, but it's relatively smaller in AUM compared to other popular equity ETFs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco official website
- ETF.com
- Yahoo Finance
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco CurrencyShares® Canadian Dollar Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The shares are intended to provide institutional and retail investors with a simple,cost-effective means of gaining investment benefits similar to those of holding Canadian Dollars.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.