UPRO schd half half

The chart shows the growth of an initial investment of $10,000 in UPRO schd half half, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every month.

As of Jun 17, 2026, the UPRO schd half half returned 21.53% Year-To-Date and 23.02% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Oct 20, 2011, UPRO schd half half's average daily return is +0.11%, while the average monthly return is +2.15%. At this rate, an investment would double in approximately 2.7 years.

Historically, 67% of months were positive and 33% were negative. The best month was Apr 2020 with a return of +24.8%, while the worst month was Mar 2020 at -30.3%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, UPRO schd half half closed higher 55% of trading days. The best single day was Mar 13, 2020 with a return of +16.1%, while the worst single day was Mar 16, 2020 at -20.6%.

UPRO schd half half has an annualized alpha of 1.34%, beta of 1.85, and R2 of 0.98 versus S&P 500 Index. Calculated based on daily prices since October 20, 2011.

• This portfolio captured 230.26% of S&P 500 Index gains and 167.95% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• Beta of 1.85 means this portfolio moves significantly more than S&P 500 Index - expect amplified gains in rallies and amplified losses in downturns.

UPRO schd half half has an expense ratio of 0.48%, placing it in the medium range. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

UPRO schd half half ranks 64 for risk / return — better than 64% of Portfolios on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk. Learn how to interpret the Sharpe ratio.

The current UPRO schd half half Sharpe ratio is 2.33 as of Jun 17, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.65 to 2.50, this portfolio's current Sharpe ratio falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

The chart below shows the rolling Sharpe ratio of UPRO schd half half compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

UPRO schd half half provided a 2.02% dividend yield over the last twelve months.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the UPRO schd half half. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the UPRO schd half half was 57.28%, occurring on Mar 23, 2020. Recovery took 166 trading sessions.

The current UPRO schd half half drawdown is 2.02%.

The chart below shows the rolling one-month volatility.