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Invesco DB US Dollar Index Bullish Fund(UUP)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for UUP
09/18/2026: UUP (1-star) is currently NOT-A-BUY. Pass it for now.
Invesco DB US Dollar Index Bullish Fund (UUP) provides liquid, transparent exposure to the US Dollar against a basket of six major currencies by holding futures contracts. It is among the most popular and liquid currency ETFs, making it highly effective for tactical positioning or hedging international risk. While its strength lies in its institutional-grade liquidity and clear benchmark tracking, investors should be mindful of the potential drag from futures roll costs and the lack of dividend income. It is best suited for active investors who are monitoring macroeconomic trends like Federal Reserve policy and global growth differentials. Potential investors should prioritize monitoring interest rate spreads between the US and other major economies as the primary catalyst for performance.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | Currency exposure rarely functions as a primary growth driver for equity-focused portfolios. |
| Momentum investor | Strong fit while signal remains positive | Momentum traders often use UUP to capitalize on extended trends in the dollar's strength driven by macro factors. |
| Value investor | Mixed fit | Currency movements can influence the valuation of international assets, but UUP itself is a tactical tool, not a value investment. |
| Dividend/Income investor | Weak fit | UUP does not provide dividend income and its primary purpose is capital appreciation based on currency movement. |
| Low-risk investor | Mixed fit | UUP can act as a defensive hedge during market stress, though it carries its own volatility related to currency fluctuations. |
Investor Profile
Ideal Investor Profile
The ideal investor is a tactical macro-trader or a portfolio manager looking to hedge against international equity exposure.
Suitability
Best for active traders or those using it as a tactical overlay for short-to-medium-term market views.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Currency markets fluctuate based on macroeconomic data and central bank policy. |
| Market risk | Medium | The value of the fund is directly tied to the performance of foreign exchange markets. |
| Concentration | High | The fund is concentrated in a specific basket of currencies, primarily the Euro. |
| Tracking/expense | Medium | Futures roll costs and management fees can create a drag on long-term performance. |
| Liquidity | Low | High trading volume ensures ease of execution for most investors. |
| Business/sector quality | Low / none | This is a passive instrument tracking futures, not an operating company with sector risks. |
Risk Analysis
Volatility
UUP tends to exhibit moderate volatility compared to equity markets, largely influenced by central bank announcements and international trade news.
Market Risk
The primary risk is currency risk; should the foreign currencies in the basket appreciate, the value of the fund will decline.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Derivatives | US Dollar Index Futures Contracts | 90 | These futures contracts provide the primary exposure to the value of the US Dollar relative to a basket of six major currencies. |
| Cash/collateral | US Treasury Bills and Cash | 10 | Short-term government securities and cash are held to serve as collateral for the futures positions and to provide interest income. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 0.91% | Avg. Invested days 47 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/18/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 18, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $353.44M |
| Issuer | Invesco |
| Expense Ratio | 0.75% |
| Distribution Yield | 3.3% |
| Inception | Feb 20, 2007 |
Performance
| Period | Total Return |
|---|---|
| YTD | +5.07% |
| 1 Year | +8.27% |
| 3 Year | +3.54% |
| 5 Year | +5.73% |
| 10 Year | +3.19% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 5.25% |
| 3Y Volatility | 6.87% |
| 3Y Sharpe Ratio | -0.08 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Benchmark | ICE BofAML USD 3M Dep OR CM... |
Top Sectors
| Sector | Weight |
|---|---|
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
| Financial Services | 0.00% |
| Real Estate | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Holdings Turnover | 0.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Invesco Short-Term Investments Trust Government & Agency Portfolio Institutional | 48.93% |
Upturn AI Summary
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.
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