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Issuer
UBS
Inception Date
Jun 2, 2020
Leveraged
1.5x
Index Tracked
Alerian MLP Index (150%)
Distribution Policy
Distributing
Asset Class
Equity
Assets Under Management
$10M

Share Price Chart


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Performance

MLPR Performance Chart

ETRACS Quarterly Pay 1.5x Leveraged Alerian MLP Index ETN (MLPR) is up 29.8% since the beginning of the year. MLPR is currently trading at $72 per share. Investors who bought $1,000 worth of MLPR shares 5 years ago would now be looking at an investment worth $3,290.


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S&P 500 Index

Returns By Period

ETRACS Quarterly Pay 1.5x Leveraged Alerian MLP Index ETN (MLPR) has returned 29.81% so far this year and 32.42% over the past 12 months.


ETRACS Quarterly Pay 1.5x Leveraged Alerian MLP Index ETN

1D
-0.37%
1M
-1.12%
YTD
29.81%
6M
26.95%
1Y
32.42%
3Y*
32.14%
5Y*
26.89%
10Y*

Benchmark (S&P 500 Index)

1D
-0.74%
1M
4.90%
YTD
10.35%
6M
10.28%
1Y
26.52%
3Y*
20.83%
5Y*
12.30%
10Y*
13.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MLPR Monthly Returns History

Based on dividend-adjusted daily data since Jun 3, 2020, MLPR's average daily return is +0.13%, while the average monthly return is +2.67%. At this rate, an investment would double in approximately 2.2 years.

Historically, 66% of months were positive and 34% were negative. The best month was Nov 2020 with a return of +33.8%, while the worst month was Jun 2022 at -20.3%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 3 months.

On a daily basis, MLPR closed higher 55% of trading days. The best single day was Nov 9, 2020 with a return of +12.7%, while the worst single day was Jun 11, 2020 at -14.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202611.50%10.02%1.32%6.13%-4.36%2.90%29.81%
202512.57%4.59%0.13%-13.60%2.35%3.37%4.32%-1.10%-5.98%-0.89%8.61%-2.39%9.83%
20246.00%6.15%6.40%-2.33%-0.16%6.41%0.26%0.17%-0.58%-2.44%21.17%-10.28%31.57%
20239.43%-1.82%-1.87%2.12%-1.26%5.95%8.19%0.50%4.30%0.03%9.58%-2.96%35.87%
202216.71%7.08%3.13%-0.75%11.55%-20.33%16.34%5.18%-11.13%21.67%0.98%-7.15%41.04%
20217.67%11.42%9.91%9.59%10.93%7.17%-9.10%-3.65%4.50%6.80%-10.98%5.25%57.33%

Benchmark Metrics

ETRACS Quarterly Pay 1.5x Leveraged Alerian MLP Index ETN has an annualized alpha of 18.86%, beta of 0.99, and R2 of 0.25 versus S&P 500 Index. Calculated based on daily prices since June 04, 2020.

  • This ETF captured 133.53% of S&P 500 Index gains but only 72.17% of its losses - a favorable profile for investors.
  • R2 of 0.25 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
18.86%
Beta
0.99
0.25
Upside Capture
133.53%
Downside Capture
72.17%

Expense Ratio

MLPR has a high expense ratio of 0.95%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

MLPR ranks 45 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


MLPR Risk / Return Rank: 4545
Overall Rank
MLPR Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
MLPR Sortino Ratio Rank: 4343
Sortino Ratio Rank
MLPR Omega Ratio Rank: 4444
Omega Ratio Rank
MLPR Calmar Ratio Rank: 4848
Calmar Ratio Rank
MLPR Martin Ratio Rank: 4646
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for ETRACS Quarterly Pay 1.5x Leveraged Alerian MLP Index ETN (MLPR) and compare them to S&P 500 Index.


MLPRBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.65

Sortino ratioReturn per unit of downside risk

-0.96

Omega ratioGain probability vs. loss probability

1.27

1.41

-0.13

Calmar ratioReturn relative to maximum drawdown

2.33

2.93

-0.60

Martin ratioReturn relative to average drawdown

7.53

13.52

-5.99

Dividends

Dividend History

ETRACS Quarterly Pay 1.5x Leveraged Alerian MLP Index ETN provided a 9.00% dividend yield over the last twelve months, with an annual payout of $6.49 per share. The fund has been increasing its distributions for 3 consecutive years.


4.00%5.00%6.00%7.00%8.00%9.00%10.00%11.00%$0.00$1.00$2.00$3.00$4.00$5.00$6.00202020212022202320242025
Dividends
Dividend Yield
PeriodTTM202520242023202220212020
Dividend$6.49$6.33$5.70$5.05$3.09$3.40$0.95

Dividend yield

9.00%10.85%9.57%10.08%7.49%10.69%4.21%

Monthly Dividends

The table displays the monthly dividend distributions for ETRACS Quarterly Pay 1.5x Leveraged Alerian MLP Index ETN. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$1.62$0.00$0.00$1.67$0.00$0.00$3.29
2025$1.50$0.00$0.00$1.64$0.00$0.00$1.58$0.00$0.00$1.62$0.00$0.00$6.33
2024$1.35$0.00$0.00$1.36$0.00$0.00$1.51$0.00$0.00$1.49$0.00$0.00$5.70
2023$1.16$0.00$0.00$1.27$0.00$0.00$1.30$0.00$0.00$1.32$0.00$0.00$5.05
2022$1.03$0.00$0.00$0.97$0.00$0.00$0.00$0.00$0.00$1.09$0.00$0.00$3.09
2021$0.77$0.00$0.00$0.82$0.00$0.00$0.89$0.00$0.00$0.92$0.00$0.00$3.40

Drawdowns

Drawdowns Chart

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the ETRACS Quarterly Pay 1.5x Leveraged Alerian MLP Index ETN. 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 ETRACS Quarterly Pay 1.5x Leveraged Alerian MLP Index ETN was 48.98%, occurring on Sep 25, 2020. Recovery took 107 trading sessions.

The current ETRACS Quarterly Pay 1.5x Leveraged Alerian MLP Index ETN drawdown is 7.07%.


Related event

Drawdown

Fall

Recovery

Underwater

2020 bear market2020
-48.98%Sep 2020
3mo 18d5mo 8d
8mo 26dJun 2020 - Mar 2021
Bear market2022
-28.66%Jun 2022
15d5mo 10d
5mo 25dJun 2022 - Nov 2022
2025 selloff2025
-24.45%Apr 2025
5d9mo 24d
9mo 29dApr 2025 - Jan 2026
2021 bear market2021
-24.24%Aug 2021
2mo 3d5mo 16d
7mo 19dJun 2021 - Feb 2022
2023 correction2023
-14.44%Mar 2023
1mo 6d3mo 12d
4mo 18dFeb 2023 - Jul 2023

Drawdown Indicators


MLPRBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-48.98%

-56.78%

+7.80%

Max Drawdown (1Y)

Largest decline over 1 year

-13.97%

-9.10%

-4.87%

Max Drawdown (3Y)

Largest decline over 3 years

-24.45%

-18.90%

-5.55%

Max Drawdown (5Y)

Largest decline over 5 years

-28.66%

-25.43%

-3.23%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-7.07%

-0.74%

-6.33%

Average Drawdown

Average peak-to-trough decline

-8.94%

-10.72%

+1.78%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.32%

1.97%

+2.35%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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