LRND vs FXF

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

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

LRND vs FXF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

LRND

$399M

FXF

$398M

Expense Ratio

Winner

LRND

0.14%

FXF

0.40%

Max Drawdown

Winner

LRND

25.97%

FXF

35.58%

Sharpe Ratio

Winner

LRND

1.01

FXF

-0.54

5Y Beta

LRND

1.09

Winner

FXF

-0.08

P/E Ratio

LRND

30.49

FXF

N/A

Forward P/E

LRND

23.72

FXF

N/A

PEG Ratio

LRND

0.20

FXF

N/A

5Y EPS CAGR

LRND

40.40%

FXF

N/A

Debt to Equity

LRND

28.39%

FXF

N/A

P/S Ratio

LRND

8.47

FXF

N/A

P/B Ratio

LRND

10.80

FXF

N/A

LRND vs FXF - Historical Returns

Returns include dividend reinvestment.

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

Winner

LRND

+5.37%

FXF

+2.10%

Winner

LRND

+2.70%

FXF

-2.05%

Winner

LRND

+14.58%

FXF

-3.76%

Winner

LRND

+22.11%

FXF

+0.17%

5Y(CAGR)

Winner

LRND

+15.56%

FXF

+2.14%

10Y(CAGR)

LRND

N/A

FXF

+1.06%

Max(CAGR)

Winner

LRND

+15.56%

FXF

+1.70%

LRND vs FXF - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	LRND	FXF
2026	+13.57%	-1.46%
2025	+20.44%	+14.70%
2024	+22.47%	-6.46%
2023	+43.76%	+11.03%
2022	-19.33%	-1.57%
2021	N/A	-4.45%
2020	N/A	+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%

LRND vs FXF Drawdown Comparison

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

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

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

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