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
06/27/2025: 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.
Number of Analysts
0 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Year Target Price $0
Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Under performing |
| 0 | Sell |
Analysis of Past Performance
Type ETF | Historic Profit 0.92% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/27/2025 |
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 against the U.S. dollar. It offers a way for investors to gain exposure to the Canadian dollar without directly holding the currency. The investment strategy involves holding Canadian dollars in a deposit account.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and a long track record of providing various investment products.
Management Expertise
Invesco has extensive experience in managing ETFs and currency-related investments. Their management team has a proven ability to handle the complexities of currency markets.
Investment Objective
Goal
To reflect the price of the Canadian Dollar.
Investment Approach and Strategy
Strategy: Tracks the price of the Canadian dollar against the U.S. dollar by holding Canadian dollars in a deposit account.
Composition Primarily holds Canadian dollars.
Market Position
Market Share: FXC has a relatively small market share compared to broader currency ETFs.
Total Net Assets (AUM): 115500000
Competitors
Key Competitors
- CurrencyShares Euro Trust (FXE)
- Invesco DB US Dollar Index Bullish Fund (UUP)
- ProShares UltraShort Euro (EUO)
Competitive Landscape
The currency ETF industry is competitive, with several funds offering exposure to different currencies and currency strategies. FXC's advantage lies in its specific focus on the Canadian dollar, while its disadvantage is its limited diversification compared to broader currency ETFs. Competing ETFs offer exposure to different currencies or employ leveraged strategies.
Financial Performance
Historical Performance: Historical performance depends on the movement of CAD/USD exchange rate. Returns are available from Invesco and other financial sites.
Benchmark Comparison: The benchmark is the CAD/USD exchange rate. The ETF aims to track this rate closely.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
The average daily trading volume of FXC is moderate, which should be sufficient for most retail investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the relative efficiency of the currency market.
Market Dynamics
Market Environment Factors
Economic indicators in Canada and the US, interest rate differentials, and commodity prices (especially oil) affect FXC.
Growth Trajectory
Growth depends on the outlook for the Canadian dollar relative to the U.S. dollar, which is influenced by economic factors and investor sentiment.
Moat and Competitive Advantages
Competitive Edge
FXC offers a straightforward and transparent way to invest in the Canadian dollar without needing a foreign currency account. It provides targeted exposure to the CAD/USD exchange rate. The fund is relatively easy to understand and trade. Unlike some currency products, it avoids leveraging and complex derivative strategies, appealing to risk-averse investors.
Risk Analysis
Volatility
FXC's volatility is directly tied to the volatility of the CAD/USD exchange rate. Currency movements can be unpredictable and influenced by various global events.
Market Risk
The primary risk is currency risk, which is the risk that the Canadian dollar will depreciate against the U.S. dollar, resulting in losses for investors.
Investor Profile
Ideal Investor Profile
Investors who want to speculate on or hedge exposure to the Canadian dollar. This includes those with business operations in Canada or those who believe the Canadian dollar will appreciate relative to the U.S. dollar.
Market Risk
Suitable for active traders and those seeking short-term exposure to the Canadian dollar. It is not ideal for long-term investors seeking broad diversification.
Summary
The Invesco CurrencySharesu00ae Canadian Dollar Trust (FXC) provides targeted exposure to the Canadian dollar. Its performance directly reflects CAD/USD exchange rate movements. It's suitable for investors seeking to speculate on or hedge against fluctuations in the Canadian dollar. Risks include currency risk and dependence on Canadian economic factors. It is not ideal for long term investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco.com
- Morningstar.com
- ETFdb.com
- finance.yahoo.com
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market data is subject to change.
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.