Invesco DB US Dollar Index Bearish Fund (UDN) stock
Close on Nov 13, 2026Market cap $105.36MP/E –Yield –
Invesco DB US Dollar Index Bearish Fund statistics
57 measures from SEC filings and the closing price. Hover a name for the formula; the last column is the median of companies in the same industry group.
Important dates
- Next earnings
- –
- Last ex-dividend date
- Dec 22, 2025
- Fundamentals through
- Sep 30, 2026
- Share price as of
- Nov 13, 2026
Valuation ratiosIndustry
- P/TBV Ratio
- 1.02
- 1.10
- P/OCF Ratio
- 2.10
- 12.66
Enterprise valuationIndustry
- EV / EBIT
- 26.85
- 17.55
Share statisticsIndustry
- Float
- 6M
- 25M
- Shares Held by Insiders
- 0.00%
- 0.00%
- Shares Held by Institutions
- 27.9%
- 36.4%
Short sellingIndustry
- Short Interest
- 167,620
- –
- Short Interest Change
- 0.27%
- -2.10%
- Short % of Float
- 2.79%
- 2.13%
- Short % of Shares Outstanding
- 2.79%
- 1.55%
- Days to Cover
- 2.98
- 2.08
Stock price statisticsIndustry
- 52-Week High
- $18.85
- –
- 52-Week Low
- $17.56
- –
- 20-Day Moving Average
- $17.80
- –
- 50-Day Moving Average
- $17.91
- –
- 200-Day Moving Average
- $18.10
- –
- Average True Range (14)
- $0.08
- –
- Price Change (1 Week)
- -1.18%
- -2.38%
- Price Change (1 Month)
- -1.40%
- -7.46%
- Price Change (3 Months)
- -3.57%
- -1.46%
- Price Change (6 Months)
- -3.25%
- -10.7%
- Price Change (YTD)
- -3.73%
- -18.8%
- Price Change (1 Year)
- -5.08%
- -10.1%
- Price Change (3 Years)
- -6.74%
- 46.9%
- Price Change (5 Years)
- -13.9%
- 12.8%
- Price Change (10 Years)
- -16.3%
- 134.2%
- Average Volume (10 Days)
- 67,841
- –
- Average Volume (20 Days)
- 61,955
- –
- Average Volume (90 Days)
- 75,388
- –
- Relative Volume
- 0.70
- 0.74
- Relative Strength Index (14)
- 34.1
- 38.4
- Volatility (1 Year)
- 6.13%
- 44.5%
- Beta (5 Years)
- 0.15
- 0.78
Returns on capitalIndustry
- Return on Equity (ROE)
- -2.34%
- 11.9%
- Return on Assets (ROA)
- -2.34%
- 2.23%
- Return on Invested Capital (ROIC)
- 2.39%
- 3.30%
GrowthIndustry
- Net Income Growth (YoY)
- -162.4%
- 12.1%
EfficiencyIndustry
- WACC
- 7.60%
- 8.80%
Income statement (TTM)Industry
Balance sheetIndustry
- Net Cash (Debt)
- $0
- $43.44M
- Net Cash Per Share
- $0.00
- $1.66
- Equity (Book Value)
- $102.92M
- $503.26M
- Book Value Per Share
- $17.15
- $20.64
- Tangible Book Value
- $102.92M
- $226.58M
Cash flow (TTM)Industry
Dividends and yieldsIndustry
- Earnings Yield
- -2.88%
- 3.95%
- Buyback Yield
- 43.7%
- 1.88%
- Shareholder Yield
- 43.7%
- 2.91%
Scores and fair valueIndustry
- Altman Z-Score
- 465.52
- 11.57
Total return vs. the S&P 500
Price change plus reinvested dividends, to the close on Nov 13, 2026. The S&P 500 is measured by the SPY fund.
| Period | UDN | S&P 500 | Difference | UDN per year | S&P 500 per year |
|---|---|---|---|---|---|
| 1 month | -1.1% | -3.0% | +1.9 pts | ||
| 3 months | -3.1% | -2.8% | −0.3 pts | ||
| Year to date | -3.7% | +11.5% | −15.2 pts | ||
| 1 year | -2.6% | +13.5% | −16.1 pts | ||
| 3 years | +8.2% | +77.7% | −69.5 pts | +2.6% | +21.1% |
| 5 years | -1.1% | +72.6% | −73.7 pts | -0.2% | +11.5% |
| 10 years | -2.2% | +308.2% | −310.3 pts | -0.2% | +15.1% |
Short interest
Shares sold short and not yet covered, reported by brokers to FINRA twice a month. Latest settlement date Oct 30, 2026.
0M UDN shares were sold short on Oct 30, 2026, up 0.3% from the previous report, or 2.79% of the shares available to trade. At recent volumes it would take 3.0 days to buy them back. Over the last 20 sessions, 49.3% of the volume reported to FINRA was short selling.
| Settlement date | Shares short | Change | Avg. daily volume | Days to cover |
|---|---|---|---|---|
| Oct 30, 2026 | 167,620 | +0.3% | 56,196 | 3.0 |
| Oct 15, 2026 | 167,162 | -18.5% | 83,848 | 2.0 |
| Sep 30, 2026 | 205,214 | +61.3% | 57,584 | 3.6 |
| Sep 15, 2026 | 127,215 | -20.5% | 82,641 | 1.5 |
| Aug 31, 2026 | 160,102 | +191.6% | 102,662 | 1.6 |
| Aug 14, 2026 | 54,902 | -1.7% | 61,918 | 1.0 |
| Jul 31, 2026 | 55,843 | +3.8% | 83,875 | 1.0 |
| Jul 15, 2026 | 53,776 | +3.3% | 83,241 | 1.0 |
| Jun 30, 2026 | 52,056 | -6.6% | 131,137 | 1.0 |
| Jun 15, 2026 | 55,745 | -29.8% | 62,620 | 1.0 |
| May 29, 2026 | 79,369 | -49.8% | 113,665 | 1.0 |
| May 15, 2026 | 158,116 | -5.1% | 204,918 | 1.0 |
Ratios use trailing-twelve-month results and the latest balance sheet. How we calculate.
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