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® Swiss Franc Trust (FXF)
- 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
10/24/2025: FXF (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 16.76% | Avg. Invested days 60 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 5.26 | 52 Weeks Range 96.61 - 111.12 | Updated Date 06/29/2025 |
52 Weeks Range 96.61 - 111.12 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco CurrencyShares® Swiss Franc Trust
ETF Overview
Overview
The Invesco CurrencySharesu00ae Swiss Franc Trust (FXF) is designed to track the price of the Swiss Franc relative to the U.S. dollar, providing investors with a way to gain exposure to this currency without directly holding it. It focuses on a single currency and its investment strategy revolves around holding Swiss Francs in a deposit account.
Reputation and Reliability
Invesco is a well-established and reputable global investment management firm with a long track record.
Management Expertise
Invesco has extensive experience in managing a wide range of investment products, including currency-based ETFs.
Investment Objective
Goal
To reflect the price of the Swiss Franc relative to the U.S. dollar before expenses.
Investment Approach and Strategy
Strategy: Tracks the price of the Swiss Franc relative to the US dollar.
Composition Primarily holds Swiss Francs in a deposit account.
Market Position
Market Share: FXF has a significant share in the currency ETF market, specifically targeting Swiss Franc exposure.
Total Net Assets (AUM): 104000000
Competitors
Key Competitors
- None
Competitive Landscape
FXF has few direct competitors since it is the only ETF providing direct exposure to the Swiss Franc. It benefits from being a first-mover in providing this specific currency exposure, giving it an advantage over potential late entrants. The lack of alternatives could provide price competitiveness, but investors also have to be weary of the fact that the total currency ETF market is significantly larger.
Financial Performance
Historical Performance: Historical performance varies depending on the exchange rate between the Swiss Franc and the U.S. dollar.
Benchmark Comparison: The ETF's performance is directly tied to the CHF/USD exchange rate.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity. It trades with a daily average volume that fluctuates based on market conditions.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting reasonable liquidity.
Market Dynamics
Market Environment Factors
The ETF's performance is significantly influenced by global economic conditions, monetary policies of the Swiss National Bank and the Federal Reserve, and geopolitical events.
Growth Trajectory
Growth is largely dependent on the relative strength of the Swiss Franc. In times of economic uncertainty, the Swiss Franc tends to perform strongly given it's seen as a safe haven.
Moat and Competitive Advantages
Competitive Edge
The Invesco CurrencySharesu00ae Swiss Franc Trust's primary advantage lies in providing a direct and transparent way for investors to gain exposure to the Swiss Franc. It simplifies access to this currency for those without the means or desire to trade directly in the foreign exchange market. The ETF's structure eliminates the complexities associated with currency futures or forward contracts. The fundu2019s transparent nature helps build investor confidence.
Risk Analysis
Volatility
The ETF's volatility is directly related to the volatility of the CHF/USD exchange rate.
Market Risk
The ETF is susceptible to currency fluctuations, interest rate differentials, and economic and political instability in Switzerland and the United States.
Investor Profile
Ideal Investor Profile
Investors seeking to diversify their portfolio with currency exposure, hedge against USD fluctuations, or speculate on the Swiss Franc's appreciation.
Market Risk
Suitable for both active traders seeking short-term currency movements and long-term investors aiming to diversify their portfolio.
Summary
The Invesco CurrencySharesu00ae Swiss Franc Trust (FXF) provides investors with a straightforward way to access the Swiss Franc. Its performance is closely tied to the CHF/USD exchange rate, making it susceptible to currency fluctuations and global economic events. The ETF is suitable for investors looking to diversify their portfolio, hedge against USD fluctuations, or speculate on the Swiss Franc. It faces limited competition due to its unique focus, but its performance is highly dependent on market conditions and interest rate policy differences between the US and Switzerland. Therefore, careful consideration of the associated risks is essential before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Bloomberg
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 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® Swiss Franc Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to reflect the price of the Swiss Franc. The sponsor believes that, for many investors, the shares represent a cost-effective investment relative to traditional means of investing in the foreign exchange market.
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.