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Upturn AI SWOT - About
Invesco CurrencyShares® Japanese Yen Trust (FXY)
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Upturn Advisory Summary
07/29/2025: FXY (1-star) is currently NOT-A-BUY. Pass it for now.
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 -0.78% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 19.1 | 52 Weeks Range 57.17 - 65.88 | Updated Date 06/29/2025 |
52 Weeks Range 57.17 - 65.88 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco CurrencyShares® Japanese Yen Trust
ETF Overview
Overview
The Invesco CurrencySharesu00ae Japanese Yen Trust (FXY) is designed to track the price of the Japanese Yen. It offers investors a relatively cost-effective and convenient way to gain exposure to the yen's value without directly purchasing the currency.
Reputation and Reliability
Invesco is a well-established and reputable global investment management firm. They are known for offering a wide range of ETFs and other investment products.
Management Expertise
Invesco has a dedicated team of experienced professionals managing their ETF offerings, including those related to currency markets.
Investment Objective
Goal
To reflect the price of the Japanese Yen.
Investment Approach and Strategy
Strategy: The ETF seeks to reflect the price of the Japanese Yen by holding Japanese Yen deposits.
Composition The fund's primary asset is Japanese Yen held in a deposit account.
Market Position
Market Share: FXY holds a significant market share within the currency ETFs that focus on the Japanese Yen.
Total Net Assets (AUM): 117700000
Competitors
Key Competitors
- WisdomTree Japanese Yen Strategy ETF (JYF)
Competitive Landscape
The competitive landscape is concentrated, with FXY dominating the market. FXY's advantage lies in its first-mover advantage and high liquidity, while its disadvantage could be the slightly higher expense ratio than some alternatives.
Financial Performance
Historical Performance: Historical performance varies depending on the Yen's performance against the USD. Returns generally mirror the fluctuations in the yen's exchange rate.
Benchmark Comparison: The ETF's performance closely tracks the spot price of the Japanese Yen, making it a good benchmark comparison.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
The ETF generally has good liquidity, as evidenced by its average daily trading volume.
Bid-Ask Spread
The ETF bid-ask spread is usually tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic indicators in Japan and the US, interest rate differentials, and global risk sentiment significantly impact the yen's value and, consequently, FXY's performance.
Growth Trajectory
Growth trajectory depends on the strength or weakness of the Yen against the US Dollar and is influenced by macroeconomic factors.
Moat and Competitive Advantages
Competitive Edge
FXY benefits from high trading volume and a narrow bid-ask spread, leading to lower transaction costs for investors. Its long track record in the market provides investors with confidence and established familiarity. It's a straightforward approach for investors looking for direct exposure to the yen. Being one of the first ETFs in its space, it's created network effects via liquidity.
Risk Analysis
Volatility
The volatility of FXY is directly related to the volatility of the Japanese Yen against the US Dollar.
Market Risk
The ETF is subject to currency risk, influenced by geopolitical events, economic policies, and global market sentiment.
Investor Profile
Ideal Investor Profile
Investors seeking to hedge against currency fluctuations, those with international investments needing yen exposure, or speculators seeking to profit from yen movements are best suited.
Market Risk
FXY is more suited for active traders who monitor currency markets closely. It can be part of a longer-term hedging strategy but is not typically held as a core portfolio asset.
Summary
The Invesco CurrencySharesu00ae Japanese Yen Trust (FXY) provides a convenient way to track the price of the Japanese Yen through a liquid ETF. Its performance directly reflects fluctuations in the Yen/USD exchange rate. Investors should be aware of currency risks and macroeconomic factors that influence the yen's value. Active management and monitoring of the global economic climate is recommended for those holding FXY. It is designed for those seeking targeted exposure to the yen, either for speculative purposes or as part of a broader hedging strategy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco website
- ETF.com
- Yahoo Finance
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Currency investments involve risk, and past performance is not indicative of future results.
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® Japanese Yen 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 in USD of the Japanese Yen. 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.
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