Invesco CurrencyShares British Pound Sterling Trust Return on Assets (ROA) Growth & History (FXB)
Invesco CurrencyShares British Pound Sterling Trust's return on assets (roa) was 2.57% for fiscal 2025.
View full Invesco CurrencyShares British Pound Sterling Trust company overviewInvesco CurrencyShares British Pound Sterling Trust annual return on assets (roa) history
| Fiscal year | Period ended | Return on assets (ROA) | Change (percentage points) |
|---|---|---|---|
| 2025 | 2025-12-31 | 2.57% | −0.21 pp |
| 2024 | 2024-12-31 | 2.78% | −0.05 pp |
| 2023 | 2023-12-31 | 2.83% | +2.56 pp |
| 2022 | 2022-12-31 | 0.27% | +0.71 pp |
| 2021 | 2021-12-31 | −0.44% | −0.17 pp |
| 2020 | 2020-12-31 | −0.27% | −0.23 pp |
| 2019 | 2019-12-31 | −0.04% | — |
| 2018 | 2018-10-31 | −0.26% | +0.15 pp |
| 2017 | 2017-10-31 | −0.41% | −0.18 pp |
| 2016 | 2016-10-31 | −0.23% | +0.03 pp |
| 2015 | 2015-10-31 | −0.26% | +0.17 pp |
| 2014 | 2014-10-31 | −0.44% | −0.04 pp |
| 2013 | 2013-10-31 | −0.39% | −0.08 pp |
| 2012 | 2012-10-31 | −0.31% | −0.02 pp |
| 2011 | 2011-10-31 | −0.29% | — |
Invesco CurrencyShares British Pound Sterling Trust quarterly return on assets (roa)
| Fiscal quarter | Period ended | Return on assets (ROA) | Change (percentage points) |
|---|---|---|---|
| Q2 2026 | 2026-06-30 | 2.13% | −0.27 pp |
| Q1 2026 | 2026-03-31 | 2.72% | −0.01 pp |
| Q4 2025 | 2025-12-31 | 2.57% | −0.21 pp |
| Q3 2025 | 2025-09-30 | 2.48% | −0.43 pp |
| Q2 2025 | 2025-06-30 | 2.40% | −1.02 pp |
| Q1 2025 | 2025-03-31 | 2.73% | −0.37 pp |
| Q4 2024 | 2024-12-31 | 2.78% | −0.05 pp |
| Q3 2024 | 2024-09-30 | 2.91% | +1.03 pp |
| Q2 2024 | 2024-06-30 | 3.41% | +1.61 pp |
| Q1 2024 | 2024-03-31 | 3.10% | +2.13 pp |
| Q4 2023 | 2023-12-31 | 2.83% | +2.56 pp |
| Q3 2023 | 2023-09-30 | 1.87% | +1.99 pp |
| Q2 2023 | 2023-06-30 | 1.81% | +2.16 pp |
| Q1 2023 | 2023-03-31 | 0.97% | +1.38 pp |
| Q4 2022 | 2022-12-31 | 0.27% | +0.71 pp |
| Q3 2022 | 2022-09-30 | −0.12% | +0.30 pp |
| Q2 2022 | 2022-06-30 | −0.35% | +0.04 pp |
| Q1 2022 | 2022-03-31 | −0.40% | −0.08 pp |
| Q4 2021 | 2021-12-31 | −0.44% | −0.17 pp |
| Q3 2021 | 2021-09-30 | −0.42% | −0.20 pp |
| Q2 2021 | 2021-06-30 | −0.39% | −0.23 pp |
| Q1 2021 | 2021-03-31 | −0.33% | −0.25 pp |
| Q4 2020 | 2020-12-31 | −0.27% | −0.22 pp |
| Q3 2020 | 2020-09-30 | −0.21% | −0.17 pp |
| Q2 2020 | 2020-06-30 | −0.16% | −0.09 pp |
| Q1 2020 | 2020-03-31 | −0.07% | +0.07 pp |
| Q4 2019 | 2019-12-31 | −0.05% | — |
| Q3 2019 · Sep 30 | 2019-09-30 | −0.04% | — |
| Q3 2019 · Jun 30 | 2019-06-30 | −0.07% | — |
| Q2 2019 | 2019-03-31 | −0.14% | — |
| Q1 2018 | 2018-01-31 | −0.37% | +0.02 pp |
| Q4 2017 | 2017-10-31 | −0.41% | −0.18 pp |
| Q3 2017 | 2017-07-31 | −0.44% | −0.30 pp |
| Q2 2017 | 2017-04-30 | −0.55% | −0.23 pp |
| Q1 2017 | 2017-01-31 | −0.39% | −0.07 pp |
| Q4 2016 | 2016-10-31 | −0.23% | +0.03 pp |
| Q3 2016 | 2016-07-31 | −0.14% | +0.10 pp |
| Q2 2016 | 2016-04-30 | −0.31% | −0.00 pp |
| Q1 2016 | 2016-01-31 | −0.32% | +0.15 pp |
| Q4 2015 | 2015-10-31 | −0.26% | +0.17 pp |
| Q3 2015 | 2015-07-31 | −0.24% | +0.04 pp |
| Q2 2015 | 2015-04-30 | −0.31% | −0.05 pp |
| Q1 2015 | 2015-01-31 | −0.47% | −0.12 pp |
| Q4 2014 | 2014-10-31 | −0.44% | −0.04 pp |
| Q3 2014 | 2014-07-31 | −0.28% | +0.05 pp |
| Q2 2014 | 2014-04-30 | −0.26% | +0.00 pp |
| Q1 2014 | 2014-01-31 | −0.35% | −0.03 pp |
| Q4 2013 | 2013-10-31 | −0.39% | −0.08 pp |
| Q3 2013 | 2013-07-31 | −0.33% | −0.05 pp |
| Q2 2013 | 2013-04-30 | −0.26% | −0.02 pp |
| Q1 2013 | 2013-01-31 | −0.32% | — |
| Q4 2012 | 2012-10-31 | −0.31% | — |
| Q3 2012 | 2012-07-31 | −0.28% | — |
| Q2 2012 | 2012-04-30 | −0.24% | — |
Invesco CurrencyShares British Pound Sterling Trust return on assets (roa) trends
Over the last five fiscal years, Invesco CurrencyShares British Pound Sterling Trust's return on assets (roa) increased from −0.27% to 2.57%, a change of +2.84 percentage points. The latest reported quarter, Q2 2026, shows 2.13%.
What return on assets means
Return on assets measures profit relative to the assets used to generate it. It can help compare operating efficiency over time, although normal ROA differs substantially between asset-light and asset-intensive industries.
How return on assets is calculated
TickerStat calculates annual ROA as reported net income divided by average total assets. Quarterly observations use trailing-12-month net income and average assets over the corresponding one-year period. Fiscal periods can differ from calendar years, so exact period-end dates are included.
Review Invesco CurrencyShares British Pound Sterling Trust source filings ↗