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ProShares Equities for Rising Rates ETF

EQRR
ETF · Currency in USD
ISIN
US74347B3915
CUSIP
74347B391
Issuer
ProShares
Inception Date
Jul 24, 2017
Region
North America (U.S.)
Category
All Cap Equities
Expense Ratio
0.35%
Index Tracked
Nasdaq U.S. Large Cap Equities for Rising Rates Index
ETF Home Page
www.proshares.com
Asset Class
Equity

Asset Class Size

Multi-Cap

Asset Class Style

Blend

EQRRPrice Chart


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EQRRPerformance

The chart shows the growth of $10,000 invested in ProShares Equities for Rising Rates ETF on Jul 26, 2017 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $14,160 for a total return of roughly 41.60%. All prices are adjusted for splits and dividends.


EQRR (ProShares Equities for Rising Rates ETF)
Benchmark (S&P 500)

EQRRReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M14.55%
6M17.41%
YTD40.01%
1Y76.34%
5Y8.54%
10Y8.54%

EQRRMonthly Returns Heatmap


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EQRRSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current ProShares Equities for Rising Rates ETF Sharpe ratio is 2.57. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


EQRR (ProShares Equities for Rising Rates ETF)
Benchmark (S&P 500)

EQRRDividends

ProShares Equities for Rising Rates ETF granted a 1.59% dividend yield in the last twelve months, as of Oct 23, 2021. The annual payout for that period amounted to $0.84 per share.


PeriodTTM2020201920182017
Dividend$0.84$0.83$0.89$0.92$0.32

Dividend yield

1.59%2.17%2.05%2.47%0.69%

EQRRDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


EQRR (ProShares Equities for Rising Rates ETF)
Benchmark (S&P 500)

EQRRWorst Drawdowns

The table below shows the maximum drawdowns of the ProShares Equities for Rising Rates ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the ProShares Equities for Rising Rates ETF is 57.93%, recorded on Mar 18, 2020. It took 281 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-57.93%Aug 30, 2018389Mar 18, 2020281Apr 29, 2021670
-11.77%Jun 9, 202128Jul 19, 202163Oct 15, 202191
-10.77%Jan 29, 201844Apr 2, 201832May 16, 201876
-6.45%Jun 12, 201815Jul 2, 201841Aug 29, 201856
-6.22%Jul 26, 201719Aug 21, 201723Sep 22, 201742
-3.83%May 22, 20185May 29, 20189Jun 11, 201814
-3.27%May 18, 20213May 20, 20217Jun 1, 202110
-2.68%Sep 26, 20171Sep 26, 201718Oct 20, 201719
-2.6%May 11, 20212May 12, 20212May 14, 20214
-2.21%Oct 25, 20174Oct 30, 20171Oct 31, 20175

EQRRVolatility Chart

Current ProShares Equities for Rising Rates ETF volatility is 13.86%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


EQRR (ProShares Equities for Rising Rates ETF)
Benchmark (S&P 500)

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