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FXB vs CATF

Comparison between Invesco CurrencyShares British Pound Sterling Trust (FXB, ETF) and AMERICAN CENTURY CALIFORNIA MUNICIPAL BOND ETF (CATF, ETF).

FXB vs CATF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FXB
$78M
Winner
CATF
$78M
Expense Ratio
FXB
0.40%
Winner
CATF
0.27%
Max Drawdown
FXB
51.34%
Winner
CATF
6.21%
Sharpe Ratio
FXB
-0.35
Winner
CATF
1.22
5Y Beta
FXB
0.08
Winner
CATF
0.03

FXB vs CATF - Historical Returns

Returns include dividend reinvestment.

1M
FXB
-0.84%
Winner
CATF
+0.56%
3M
FXB
+0.98%
Winner
CATF
+1.11%
6M
FXB
+1.33%
Winner
CATF
+2.19%
1Y
FXB
+0.72%
Winner
CATF
+7.38%
5Y(CAGR)
FXB
+0.85%
CATF
N/A
10Y(CAGR)
FXB
+0.20%
CATF
N/A
Max(CAGR)
FXB
-0.71%
Winner
CATF
+3.38%

FXB vs CATF - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearFXBCATF
2026+0.55%+1.80%
2025+11.60%+3.52%
2024+2.33%+0.66%
2023+9.38%N/A
2022-10.15%N/A
2021-0.75%N/A
2020+3.70%N/A
2019+4.98%N/A
2018-6.43%N/A
2017+9.95%N/A
2016-16.53%N/A
2015-4.18%N/A
2014-5.54%N/A
2013+1.60%N/A
2012+3.52%N/A
2011+0.12%N/A
2010-2.99%N/A
2009+11.30%N/A
2008-23.57%N/A
2007+6.90%N/A
2006+9.67%N/A

FXB vs CATF Drawdown Comparison

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

The maximum drawdown for CATF was -4.83%, occurring on Apr 11, 2025. Recovery took 189 trading sessions.

The current FXB drawdown is -29.54%. The current CATF drawdown is -0.53%.

RankFXBCATF
#1-48.97%
Nov 8, 2007 - Sep 26, 2022
-4.83%
Dec 6, 2024 - Sep 11, 2025
#2-3.54%
Jul 24, 2007 - Sep 28, 2007
-2.77%
Feb 27, 2026 - Mar 27, 2026
#3-2.49%
Jan 23, 2007 - Mar 21, 2007
-2.32%
Oct 1, 2024 - Dec 2, 2024
#4-2.37%
Sep 21, 2006 - Oct 27, 2006
-0.83%
Aug 2, 2024 - Sep 6, 2024
#5-2.10%
Dec 1, 2006 - Jan 17, 2007
-0.76%
Sep 16, 2025 - Oct 13, 2025
#6-2.06%
Sep 1, 2006 - Sep 21, 2006
-0.60%
Nov 28, 2025 - Jan 6, 2026
#7-1.68%
Jul 7, 2006 - Jul 21, 2006
-0.57%
Oct 27, 2025 - Nov 26, 2025
#8-1.44%
Apr 17, 2007 - Jun 20, 2007
-0.38%
Jul 18, 2024 - Jul 29, 2024
#9-1.29%
Aug 4, 2006 - Aug 30, 2006
-0.33%
Jan 15, 2026 - Jan 21, 2026
#10-1.08%
Nov 10, 2006 - Nov 22, 2006
-0.23%
Feb 10, 2026 - Feb 12, 2026
#11-1.01%
Oct 19, 2007 - Oct 25, 2007
-0.17%
Sep 16, 2024 - Sep 27, 2024
#12-0.94%
Jul 21, 2006 - Jul 28, 2006
-0.15%
Dec 2, 2024 - Dec 4, 2024
#13-0.77%
Apr 2, 2007 - Apr 12, 2007
-0.14%
Jan 21, 2026 - Jan 29, 2026
#14-0.65%
Sep 28, 2007 - Oct 15, 2007
-0.12%
Feb 5, 2026 - Feb 9, 2026
#15-0.62%
Nov 1, 2006 - Nov 10, 2006
-0.10%
Sep 27, 2024 - Oct 1, 2024

Correlation

Correlation between FXB and CATF is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.53
-101

Dividend Comparison (2006 - 2026)

FXB vs CATF dividend yield comparison.

YearFXBCATF
20261.04%1.52%
20252.44%3.40%
20243.25%1.32%
20232.59%0.00%
20220.29%0.00%
20090.12%0.00%
20085.45%0.00%
20074.81%0.00%
20061.74%0.00%

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