StockComparison Logo
vs

CEV vs FXB

Comparison between Eaton Vance California Municipal Income Trust (CEV, ETF) and Invesco CurrencyShares British Pound Sterling Trust (FXB, ETF).

5-Year PerformanceFXB has outperformed CEV, delivering a return of +0.9% compared to -0.7%

CEV vs FXB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
CEV
$78M
FXB
$78M
Expense Ratio
CEV
N/A
FXB
0.40%
Max Drawdown
CEV
61.83%
Winner
FXB
51.34%
Sharpe Ratio
Winner
CEV
1.06
FXB
-0.35
5Y Beta
CEV
0.13
Winner
FXB
0.08
5Y Dividends CAGR
CEV
2.84%
FXB
N/A

CEV vs FXB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
CEV
+2.17%
FXB
+0.91%
3M
CEV
-0.09%
Winner
FXB
+1.14%
6M
Winner
CEV
+3.95%
FXB
+1.30%
1Y
Winner
CEV
+13.45%
FXB
+0.95%
5Y(CAGR)
CEV
-0.75%
Winner
FXB
+0.91%
10Y(CAGR)
Winner
CEV
+1.44%
FXB
+0.24%
Max(CAGR)
Winner
CEV
+5.10%
FXB
-0.70%

CEV vs FXB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCEVFXB
2026+5.39%+0.61%
2025+5.19%+11.60%
2024+1.93%+2.33%
2023+8.06%+9.38%
2022-24.31%-10.15%
2021+2.98%-0.75%
2020+6.21%+3.70%
2019+25.02%+4.98%
2018-4.89%-6.43%
2017+2.64%+9.95%
2016-3.39%-16.53%
2015+7.78%-4.18%
2014+22.63%-5.54%
2013-17.98%+1.60%
2012+16.53%+3.52%
2011+23.43%+0.12%
2010+4.71%-2.99%
2009+60.06%+11.30%
2008-39.27%-23.57%
2007-7.13%+6.90%
2006+12.80%+9.67%
2005-2.30%N/A
2004+7.28%N/A
2003+15.22%N/A
2002+5.14%N/A
2001+21.58%N/A
2000+13.59%N/A
1999-7.78%N/A

CEV vs FXB Drawdown Comparison

The maximum drawdown for CEV was -58.45%, occurring on Dec 16, 2008. Recovery took 764 trading sessions.

The maximum drawdown for FXB was -48.97%, occurring on Sep 26, 2022. This drawdown has not yet recovered.

The current CEV drawdown is -9.06%. The current FXB drawdown is -29.51%.

RankCEVFXB
#1-58.45%
May 21, 2007 - Jun 2, 2010
-48.97%
Nov 8, 2007 - Sep 26, 2022
#2-32.99%
Nov 12, 2021 - Oct 31, 2022
-3.54%
Jul 24, 2007 - Sep 28, 2007
#3-26.49%
Feb 12, 2013 - Jan 29, 2015
-2.49%
Jan 23, 2007 - Mar 21, 2007
#4-25.93%
Feb 19, 2020 - Jul 31, 2020
-2.37%
Sep 21, 2006 - Oct 27, 2006
#5-19.14%
Apr 6, 2016 - Aug 2, 2019
-2.10%
Dec 1, 2006 - Jan 17, 2007
#6-18.74%
Sep 7, 2010 - Aug 22, 2011
-2.06%
Sep 1, 2006 - Sep 21, 2006
#7-14.62%
Nov 9, 1999 - Apr 12, 2000
-1.68%
Jul 7, 2006 - Jul 21, 2006
#8-14.25%
Apr 13, 2000 - Aug 21, 2000
-1.44%
Apr 17, 2007 - Jun 20, 2007
#9-13.63%
Mar 17, 2004 - Sep 14, 2004
-1.29%
Aug 4, 2006 - Aug 30, 2006
#10-12.41%
Jul 2, 2003 - Dec 19, 2003
-1.08%
Nov 10, 2006 - Nov 22, 2006
#11-11.73%
Oct 8, 2002 - May 14, 2003
-1.01%
Oct 19, 2007 - Oct 25, 2007
#12-11.55%
Feb 14, 2005 - Mar 1, 2006
-0.94%
Jul 21, 2006 - Jul 28, 2006
#13-11.18%
May 11, 2006 - Dec 1, 2006
-0.77%
Apr 2, 2007 - Apr 12, 2007
#14-10.25%
Nov 12, 2001 - Feb 6, 2002
-0.65%
Sep 28, 2007 - Oct 15, 2007
#15-9.96%
Feb 7, 2001 - Aug 1, 2001
-0.62%
Nov 1, 2006 - Nov 10, 2006

Correlation

Correlation between CEV and FXB is -0.74 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.74
-101

Dividend Comparison (1999 - 2026)

CEV vs FXB dividend yield comparison.

YearCEVFXB
20262.91%1.04%
20255.98%2.44%
20245.58%3.25%
20234.14%2.59%
20225.24%0.29%
20214.17%0.00%
20204.00%0.00%
20193.95%0.00%
20184.25%0.00%
20174.01%0.00%
20164.81%0.00%
20155.46%0.00%
20145.75%0.00%
20137.07%0.00%
20125.84%0.00%
20116.78%0.00%
20107.57%0.00%
20096.69%0.12%
20088.81%5.45%
20075.06%4.81%
20064.87%1.74%
20056.29%0.00%
20046.81%0.00%
20036.34%0.00%
20026.71%0.00%
20015.33%0.00%
20005.99%0.00%
19991.16%0.00%

Select Stocks to Compare