FXF vs LRND

Comparison between Invesco CurrencyShares Swiss Franc Trust (FXF, ETF) and NYLI U.S. LARGE CAP R&D LEADERS ETF (LRND, ETF).

5-Year PerformanceLRND has outperformed FXF, delivering a return of +15.6% compared to +2.1%

FXF vs LRND - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FXF(ETF)	LRND(ETF)
Net Assets	$398M	$399M
Expense Ratio	0.40%	0.14%
Max Drawdown	35.58%	25.97%
Sharpe Ratio	-0.54	1.01
5Y Beta	-0.08	1.09
P/E Ratio	N/A	30.49
Forward P/E	N/A	23.72
PEG Ratio	N/A	0.20
5Y EPS CAGR	N/A	40.40%
Debt to Equity	N/A	28.39%
P/S Ratio	N/A	8.47
P/B Ratio	N/A	10.80

Net Assets

FXF

$398M

Winner

LRND

$399M

Expense Ratio

FXF

0.40%

Winner

LRND

0.14%

Max Drawdown

FXF

35.58%

Winner

LRND

25.97%

Sharpe Ratio

FXF

-0.54

Winner

LRND

1.01

5Y Beta

Winner

FXF

-0.08

LRND

1.09

P/E Ratio

FXF

N/A

LRND

30.49

Forward P/E

FXF

N/A

LRND

23.72

PEG Ratio

FXF

N/A

LRND

0.20

5Y EPS CAGR

FXF

N/A

LRND

40.40%

Debt to Equity

FXF

N/A

LRND

28.39%

P/S Ratio

FXF

N/A

LRND

8.47

P/B Ratio

FXF

N/A

LRND

10.80

FXF vs LRND - Historical Returns

Returns include dividend reinvestment.

Period	FXF	LRND
1 month	+2.10%	+5.37%
3 months	-2.05%	+2.70%
6 months	-3.76%	+14.58%
1 year	+0.17%	+22.11%
5 years(CAGR)	+2.14%	+15.56%
10 years(CAGR)	+1.06%	N/A
Max(CAGR)	+1.70%	+15.56%

FXF

+2.10%

Winner

LRND

+5.37%

FXF

-2.05%

Winner

LRND

+2.70%

FXF

-3.76%

Winner

LRND

+14.58%

FXF

+0.17%

Winner

LRND

+22.11%

5Y(CAGR)

FXF

+2.14%

Winner

LRND

+15.56%

10Y(CAGR)

FXF

+1.06%

LRND

N/A

Max(CAGR)

FXF

+1.70%

Winner

LRND

+15.56%

FXF vs LRND - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	FXF	LRND
2026	-1.46%	+13.57%
2025	+14.70%	+20.44%
2024	-6.46%	+22.47%
2023	+11.03%	+43.76%
2022	-1.57%	-19.33%
2021	-4.45%	N/A
2020	+8.45%	N/A
2019	+1.08%	N/A
2018	-2.27%	N/A
2017	+4.24%	N/A
2016	-2.62%	N/A
2015	-1.07%	N/A
2014	-9.80%	N/A
2013	+2.54%	N/A
2012	+1.42%	N/A
2011	-1.00%	N/A
2010	+9.94%	N/A
2009	+4.08%	N/A
2008	+6.11%	N/A
2007	+9.72%	N/A
2006	+2.39%	N/A

FXF vs LRND Drawdown Comparison

The maximum drawdown for FXF was -35.58%, occurring on Nov 3, 2022. This drawdown has not yet recovered.

The maximum drawdown for LRND was -25.44%, occurring on Oct 14, 2022. Recovery took 303 trading sessions.

The current FXF drawdown is -19.57%. The current LRND drawdown is -3.02%.

Rank	FXF	LRND
#1	-35.58% Aug 9, 2011 - Nov 3, 2022	-25.44% Mar 29, 2022 - Jun 13, 2023
#2	-18.94% Mar 17, 2008 - Sep 27, 2010	-21.06% Feb 19, 2025 - Jun 26, 2025
#3	-5.35% Nov 26, 2007 - Jan 14, 2008	-13.83% Oct 29, 2025 - Apr 17, 2026
#4	-5.08% Oct 14, 2010 - Dec 22, 2010	-11.98% Jul 10, 2024 - Nov 6, 2024
#5	-4.80% Dec 5, 2006 - Jul 20, 2007	-9.75% Jul 28, 2023 - Nov 20, 2023
#6	-4.14% Dec 31, 2010 - Feb 24, 2011	-9.20% Feb 9, 2022 - Mar 28, 2022
#7	-4.07% Aug 4, 2006 - Nov 24, 2006	-7.98% Jun 2, 2026 - Aug 4, 2026
#8	-3.55% May 3, 2011 - May 27, 2011	-6.06% Mar 28, 2024 - May 15, 2024
#9	-2.88% Mar 17, 2011 - Apr 12, 2011	-4.51% Dec 16, 2024 - Jan 23, 2025
#10	-2.54% Jul 7, 2006 - Aug 4, 2006	-4.01% Nov 7, 2024 - Dec 4, 2024
#11	-2.40% Aug 3, 2007 - Sep 7, 2007	-3.55% Aug 7, 2026 - Aug 24, 2026
#12	-2.36% Jan 31, 2008 - Feb 26, 2008	-3.14% Jun 15, 2023 - Jul 13, 2023
#13	-2.20% Jun 3, 2011 - Jun 28, 2011	-2.90% Oct 9, 2025 - Oct 24, 2025
#14	-1.95% Jun 28, 2011 - Jul 12, 2011	-2.74% Jul 24, 2025 - Aug 12, 2025
#15	-1.86% Sep 28, 2007 - Oct 26, 2007	-2.46% Sep 22, 2025 - Oct 6, 2025