- Issuer
- Global X
- Inception Date
- Jun 18, 2007
- Category
- Leveraged Equities
- Leveraged
- 2x
- Index Tracked
- No Index (Active)
- Distribution Policy
- Accumulating
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Value
Share Price Chart
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Performance
NRGU.TO Performance Chart
BetaPro S&P/TSX Capped Energy 2x Daily Bull ETF (NRGU.TO) is up 49.0% since the beginning of the year. NRGU.TO is currently trading at CA$49 per share. Investors who bought CA$1,000 worth of NRGU.TO shares 5 years ago would now be looking at an investment worth CA$5,196.
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Returns By Period
BetaPro S&P/TSX Capped Energy 2x Daily Bull ETF (NRGU.TO) has returned 48.99% so far this year and 91.01% over the past 12 months. Over the last ten years, NRGU.TO has returned 3.88% per year, falling short of the S&P 500 Index benchmark, which averaged 14.61% annually.
BetaPro S&P/TSX Capped Energy 2x Daily Bull ETF
- 1D
- -0.51%
- 1M
- -15.98%
- YTD
- 48.99%
- 6M
- 47.81%
- 1Y
- 91.01%
- 3Y*
- 33.54%
- 5Y*
- 39.04%
- 10Y*
- 3.88%
Benchmark (S&P 500 Index)
- 1D
- 0.93%
- 1M
- 1.99%
- YTD
- 13.67%
- 6M
- 12.89%
- 1Y
- 25.52%
- 3Y*
- 21.80%
- 5Y*
- 14.76%
- 10Y*
- 14.61%
NRGU.TO Monthly Returns History
Based on dividend-adjusted daily data since Jun 26, 2007, NRGU.TO's average daily return is +0.05%, while the average monthly return is +0.84%. At this rate, an investment would double in approximately 6.9 years.
Historically, 51% of months were positive and 49% were negative. The best month was Nov 2020 with a return of +71.7%, while the worst month was Mar 2020 at -80.4%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 7 months.
On a daily basis, NRGU.TO closed higher 51% of trading days. The best single day was Nov 9, 2020 with a return of +32.1%, while the worst single day was Mar 9, 2020 at -54.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 22.61% | 21.31% | 32.52% | 1.62% | -11.47% | -15.98% | 48.99% | ||||||
| 2025 | -0.04% | -4.35% | 10.31% | -26.98% | 11.45% | 10.36% | 7.34% | 3.11% | 6.10% | -1.14% | 17.12% | -5.72% | 21.43% |
| 2024 | 0.48% | 15.12% | 18.61% | 5.66% | 3.44% | -10.45% | 3.91% | -5.54% | -13.27% | 5.28% | 6.02% | -8.57% | 16.67% |
| 2023 | 6.24% | -9.43% | -8.45% | 6.95% | -17.39% | 7.76% | 17.97% | 14.07% | 4.66% | -3.16% | -7.18% | -10.87% | -5.38% |
| 2022 | 37.31% | 16.55% | 14.10% | 15.53% | 23.22% | -29.26% | 6.27% | -0.00% | -19.75% | 46.45% | -2.81% | -12.09% | 96.21% |
| 2021 | -2.68% | 47.75% | 11.51% | 1.21% | 20.24% | 16.71% | -22.01% | -3.97% | 39.51% | 26.18% | -6.89% | 8.01% | 201.95% |
Benchmark Metrics
BetaPro S&P/TSX Capped Energy 2x Daily Bull ETF has an annualized alpha of -3.81%, beta of 1.56, and R2 of 0.22 versus S&P 500 Index. Calculated based on daily prices since June 26, 2007.
- This ETF participated in 164.72% of S&P 500 Index downside but only 82.83% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.22 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
- -3.81%
- Beta
- 1.56
- R²
- 0.22
- Upside Capture
- 82.83%
- Downside Capture
- 164.72%
Return for Risk
Risk / Return Rank
NRGU.TO ranks 62 for risk / return — better than 62% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for BetaPro S&P/TSX Capped Energy 2x Daily Bull ETF (NRGU.TO) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| NRGU.TO | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.04 | ||
| Sortino ratioReturn per unit of downside risk | -0.47 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.35 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.89 | 2.79 | +0.09 |
| Martin ratioReturn relative to average drawdown | 9.72 | 10.35 | -0.64 |
Dividends
Dividend History
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 BetaPro S&P/TSX Capped Energy 2x Daily Bull ETF. 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 BetaPro S&P/TSX Capped Energy 2x Daily Bull ETF was 99.71%, occurring on Mar 23, 2020. The portfolio has not yet recovered.
The current BetaPro S&P/TSX Capped Energy 2x Daily Bull ETF drawdown is 87.78%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -99.71%Mar 2020 | 11y 9mo | — | 18y 16dJun 2008 - now |
Financial crisis2007–2009 | -35.28%Jan 2008 | 6mo 5d | 2mo 24d | 8mo 29dJul 2007 - Apr 2008 |
Financial crisis2007–2009 | -13.62%May 2008 | 8d | 20d | 28dMay 2008 - Jun 2008 |
Financial crisis2007–2009 | -10.55%May 2008 | 8d | 5d | 13dApr 2008 - May 2008 |
2007 pullback2007 | -4.09%Jun 2007 | 0s | 7d | 7dJun 2007 - Jul 2007 |
Drawdown Indicators
| NRGU.TO | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.71% | -48.87% | -50.84% |
Max Drawdown (1Y)Largest decline over 1 year | -31.71% | -9.17% | -22.54% |
Max Drawdown (3Y)Largest decline over 3 years | -51.12% | -19.59% | -31.53% |
Max Drawdown (5Y)Largest decline over 5 years | -52.50% | -23.14% | -29.36% |
Max Drawdown (10Y)Largest decline over 10 years | -97.54% | -27.97% | -69.57% |
Current DrawdownCurrent decline from peak | -87.78% | 0.00% | -87.78% |
Average DrawdownAverage peak-to-trough decline | -83.54% | -9.64% | -73.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.40% | 2.47% | +6.93% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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