Invesco Db Us Dollar Index Bearish Fund annual return on equity
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2025
Invesco Db Us Dollar Index Bearish Fund Return on Equity (ROE) Growth & History (UDN)
Invesco Db Us Dollar Index Bearish Fund's return on equity was 9.49% for fiscal 2025.
View full Invesco Db Us Dollar Index Bearish Fund company overviewInvesco Db Us Dollar Index Bearish Fund annual return on equity history
| Fiscal year | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| 2025 | 2025-12-31 | 9.49% | +15.41 pp |
| 2024 | 2024-12-31 | −5.92% | −8.83 pp |
| 2023 | 2023-12-31 | 2.90% | +5.61 pp |
| 2022 | 2022-12-31 | −2.71% | +5.09 pp |
| 2021 | 2021-12-31 | −7.80% | −13.92 pp |
| 2020 | 2020-12-31 | 6.12% | +7.37 pp |
| 2019 | 2019-12-31 | −1.25% | +4.99 pp |
| 2018 | 2018-12-31 | −6.24% | −16.13 pp |
| 2017 | 2017-12-31 | 9.90% | +13.99 pp |
| 2016 | 2016-12-31 | −4.10% | +5.41 pp |
| 2015 | 2015-12-31 | −9.51% | +4.04 pp |
| 2014 | 2014-12-31 | −13.55% | −12.10 pp |
| 2013 | 2013-12-31 | −1.46% | −2.26 pp |
| 2012 | 2012-12-31 | 0.80% | +0.79 pp |
| 2011 | 2011-12-31 | 0.01% | — |
Invesco Db Us Dollar Index Bearish Fund quarterly return on equity
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| Fiscal quarter | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| Q2 2026 | 2026-06-30 | −0.35% | −7.64 pp |
| Q1 2026 | 2026-03-31 | −1.66% | −5.52 pp |
| Q4 2025 | 2025-12-31 | −0.35% | +7.77 pp |
| Q3 2025 | 2025-09-30 | −0.49% | −5.65 pp |
| Q2 2025 | 2025-06-30 | 7.29% | +7.75 pp |
| Q1 2025 | 2025-03-31 | 3.86% | +6.28 pp |
| Q4 2024 | 2024-12-31 | −8.12% | −13.49 pp |
| Q3 2024 | 2024-09-30 | 5.16% | +7.80 pp |
| Q2 2024 | 2024-06-30 | −0.45% | −0.37 pp |
| Q1 2024 | 2024-03-31 | −2.42% | −3.29 pp |
| Q4 2023 | 2023-12-31 | 5.37% | −2.80 pp |
| Q3 2023 | 2023-09-30 | −2.64% | +4.96 pp |
| Q2 2023 | 2023-06-30 | −0.08% | +6.08 pp |
| Q1 2023 | 2023-03-31 | 0.87% | +3.99 pp |
| Q4 2022 | 2022-12-31 | 8.17% | +10.17 pp |
| Q3 2022 | 2022-09-30 | −7.60% | −5.52 pp |
| Q2 2022 | 2022-06-30 | −6.16% | −6.77 pp |
| Q1 2022 | 2022-03-31 | −3.11% | +0.84 pp |
| Q4 2021 | 2021-12-31 | −2.00% | −5.76 pp |
| Q3 2021 | 2021-09-30 | −2.07% | −4.36 pp |
| Q2 2021 | 2021-06-30 | 0.61% | −0.60 pp |
| Q1 2021 | 2021-03-31 | −3.95% | −0.90 pp |
| Q4 2020 | 2020-12-31 | 3.76% | +1.08 pp |
| Q3 2020 | 2020-09-30 | 2.28% | +5.88 pp |
| Q2 2020 | 2020-06-30 | 1.21% | +0.16 pp |
| Q1 2020 | 2020-03-31 | −3.06% | −1.41 pp |
| Q4 2019 | 2019-12-31 | 2.68% | +4.00 pp |
| Q3 2019 | 2019-09-30 | −3.60% | −2.84 pp |
| Q2 2019 | 2019-06-30 | 1.05% | +7.02 pp |
| Q1 2019 | 2019-03-31 | −1.65% | −3.42 pp |
| Q4 2018 | 2018-12-31 | −1.32% | −1.96 pp |
| Q3 2018 | 2018-09-30 | −0.76% | −2.73 pp |
| Q2 2018 | 2018-06-30 | −5.96% | −10.39 pp |
| Q1 2018 | 2018-03-31 | 1.77% | −0.01 pp |
| Q4 2017 | 2017-12-31 | 0.64% | +8.75 pp |
| Q3 2017 | 2017-09-30 | 1.97% | +1.32 pp |
| Q2 2017 | 2017-06-30 | 4.43% | +6.18 pp |
| Q1 2017 | 2017-03-31 | 1.78% | −2.83 pp |
| Q4 2016 | 2016-12-31 | −8.11% | −6.44 pp |
| Q3 2016 | 2016-09-30 | 0.66% | +1.43 pp |
| Q2 2016 | 2016-06-30 | −1.75% | −4.49 pp |
| Q1 2016 | 2016-03-31 | 4.60% | +13.65 pp |
| Q4 2015 | 2015-12-31 | −1.67% | +6.16 pp |
| Q3 2015 | 2015-09-30 | −0.77% | +7.28 pp |
| Q2 2015 | 2015-06-30 | 2.74% | +2.21 pp |
| Q1 2015 | 2015-03-31 | −9.05% | −8.81 pp |
| Q4 2014 | 2014-12-31 | −7.84% | −7.98 pp |
| Q3 2014 | 2014-09-30 | −8.05% | −11.97 pp |
| Q2 2014 | 2014-06-30 | 0.53% | +0.58 pp |
| Q1 2014 | 2014-03-31 | −0.24% | +4.08 pp |
| Q4 2013 | 2013-12-31 | 0.15% | −0.04 pp |
| Q3 2013 | 2013-09-30 | 3.92% | +1.96 pp |
| Q2 2013 | 2013-06-30 | −0.05% | +3.45 pp |
| Q1 2013 | 2013-03-31 | −4.32% | −6.33 pp |
| Q4 2012 | 2012-12-31 | 0.19% | +1.56 pp |
| Q3 2012 | 2012-09-30 | 1.96% | +7.46 pp |
| Q2 2012 | 2012-06-30 | −3.51% | −5.55 pp |
| Q1 2012 | 2012-03-31 | 2.01% | — |
| Q4 2011 | 2011-12-31 | −1.37% | — |
| Q3 2011 | 2011-09-30 | −5.50% | — |
| Q2 2011 | 2011-06-30 | 2.04% | — |
Invesco Db Us Dollar Index Bearish Fund return on equity trends
Over the last five fiscal years, Invesco Db Us Dollar Index Bearish Fund's return on equity increased from 6.12% to 9.49%, a change of +3.37 percentage points. The latest reported quarter, Q2 2026, shows −0.35%.
About the metric
What return on equity (ROE) means
Return on equity (ROE) measures how much net income a company generates relative to shareholders’ equity. It can help evaluate how efficiently equity capital is used, but unusually high or negative values may reflect leverage, losses, or a small equity base.
Calculation and source
How return on equity is calculated
TickerStat calculates ROE as SEC-reported net income divided by average stockholders’ equity at the beginning and end of the fiscal period. Periods with missing or non-positive average equity are omitted. Quarterly ROE uses quarterly net income and is not annualized. Fiscal periods can differ from calendar years, so exact period-end dates are included.
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