HCRB vs FXF

Comparison between HARTFORD CORE BOND ETF (HCRB, ETF) and Invesco CurrencyShares Swiss Franc Trust (FXF, ETF).

5-Year PerformanceFXF has outperformed HCRB, delivering a return of +2.1% compared to -0.1%

HCRB vs FXF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HCRB(ETF)	FXF(ETF)
Net Assets	$399M	$398M
Expense Ratio	0.29%	0.40%
Max Drawdown	24.16%	35.58%
Sharpe Ratio	-0.27	-0.54
5Y Beta	0.04	-0.08
5Y Dividends CAGR	14.43%	N/A

Net Assets

Winner

HCRB

$399M

FXF

$398M

Expense Ratio

Winner

HCRB

0.29%

FXF

0.40%

Max Drawdown

Winner

HCRB

24.16%

FXF

35.58%

Sharpe Ratio

Winner

HCRB

-0.27

FXF

-0.54

5Y Beta

HCRB

0.04

Winner

FXF

-0.08

5Y Dividends CAGR

HCRB

14.43%

FXF

N/A

HCRB vs FXF - Historical Returns

Returns include dividend reinvestment.

Period	HCRB	FXF
1 month	+0.93%	+2.10%
3 months	+0.32%	-2.05%
6 months	-1.05%	-3.76%
1 year	+2.71%	+0.17%
5 years(CAGR)	-0.07%	+2.14%
10 years(CAGR)	N/A	+1.06%
Max(CAGR)	+0.79%	+1.70%

HCRB

+0.93%

Winner

FXF

+2.10%

Winner

HCRB

+0.32%

FXF

-2.05%

Winner

HCRB

-1.05%

FXF

-3.76%

Winner

HCRB

+2.71%

FXF

+0.17%

5Y(CAGR)

HCRB

-0.07%

Winner

FXF

+2.14%

10Y(CAGR)

HCRB

N/A

FXF

+1.06%

Max(CAGR)

HCRB

+0.79%

Winner

FXF

+1.70%

HCRB vs FXF - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	HCRB	FXF
2026	+0.48%	-1.46%
2025	+7.07%	+14.70%
2024	+2.72%	-6.46%
2023	+6.30%	+11.03%
2022	-14.04%	-1.57%
2021	-1.72%	-4.45%
2020	+6.78%	+8.45%
2019	N/A	+1.08%
2018	N/A	-2.27%
2017	N/A	+4.24%
2016	N/A	-2.62%
2015	N/A	-1.07%
2014	N/A	-9.80%
2013	N/A	+2.54%
2012	N/A	+1.42%
2011	N/A	-1.00%
2010	N/A	+9.94%
2009	N/A	+4.08%
2008	N/A	+6.11%
2007	N/A	+9.72%
2006	N/A	+2.39%

HCRB vs FXF Drawdown Comparison

The maximum drawdown for HCRB was -19.91%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

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

The current HCRB drawdown is -1.66%. The current FXF drawdown is -19.57%.

Rank	HCRB	FXF
#1	-19.91% Aug 4, 2020 - Oct 20, 2022	-35.58% Aug 9, 2011 - Nov 3, 2022
#2	-7.21% Mar 9, 2020 - Apr 30, 2020	-18.94% Mar 17, 2008 - Sep 27, 2010
#3	-0.86% Apr 30, 2020 - May 20, 2020	-5.35% Nov 26, 2007 - Jan 14, 2008
#4	-0.37% May 29, 2020 - Jun 8, 2020	-5.08% Oct 14, 2010 - Dec 22, 2010
#5	-0.32% Jun 10, 2020 - Jun 15, 2020	-4.80% Dec 5, 2006 - Jul 20, 2007
#6	-0.23% Jun 22, 2020 - Jun 26, 2020	-4.14% Dec 31, 2010 - Feb 24, 2011
#7	-0.23% Feb 28, 2020 - Mar 3, 2020	-4.07% Aug 4, 2006 - Nov 24, 2006
#8	-0.21% Jul 23, 2020 - Jul 29, 2020	-3.55% May 3, 2011 - May 27, 2011
#9	-0.18% Jul 9, 2020 - Jul 14, 2020	-2.88% Mar 17, 2011 - Apr 12, 2011
#10	-0.13% May 22, 2020 - May 27, 2020	-2.54% Jul 7, 2006 - Aug 4, 2006
#11	-0.12% May 27, 2020 - May 29, 2020	-2.40% Aug 3, 2007 - Sep 7, 2007
#12	-0.09% May 20, 2020 - May 22, 2020	-2.36% Jan 31, 2008 - Feb 26, 2008
#13	-0.07% Feb 25, 2020 - Feb 28, 2020	-2.20% Jun 3, 2011 - Jun 28, 2011
#14	-0.06% Mar 3, 2020 - Mar 5, 2020	-1.95% Jun 28, 2011 - Jul 12, 2011
#15	-0.05% Jul 16, 2020 - Jul 20, 2020	-1.86% Sep 28, 2007 - Oct 26, 2007