ProShares UltraShort Consumer Goods (SZK)
SZK is a passive ETF by ProShares tracking the investment results of the Dow Jones U.S. Consumer Goods Index (-200%). SZK launched on Jan 30, 2007 and has a 0.95% expense ratio.
ETF Info
| ISIN | US74347R1150 |
|---|---|
| CUSIP | 74347G630 |
| Issuer | ProShares |
| Inception Date | Jan 30, 2007 |
| Region | North America (U.S.) |
| Category | Leveraged Equities, Leveraged |
| Leveraged | 2x |
| Index Tracked | Dow Jones U.S. Consumer Goods Index (-200%) |
| Home Page | www.proshares.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
SZK has a high expense ratio of 0.95%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: SZK vs. HIBS, SZK vs. SSG, SZK vs. SQQQ, SZK vs. XLP, SZK vs. TZA, SZK vs. UUP, SZK vs. VOO
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in ProShares UltraShort Consumer Goods, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
ProShares UltraShort Consumer Goods had a return of -15.66% year-to-date (YTD) and -22.40% in the last 12 months. Over the past 10 years, ProShares UltraShort Consumer Goods had an annualized return of -21.21%, while the S&P 500 had an annualized return of 11.39%, indicating that ProShares UltraShort Consumer Goods did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -15.66% | 25.45% |
| 1 month | 3.26% | 2.91% |
| 6 months | -5.37% | 14.05% |
| 1 year | -22.40% | 35.64% |
| 5 years (annualized) | -22.49% | 14.13% |
| 10 years (annualized) | -21.21% | 11.39% |
Monthly Returns
The table below presents the monthly returns of SZK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.69% | -3.33% | -5.31% | 3.24% | -3.50% | 1.30% | -2.36% | -10.10% | -1.49% | 8.08% | -15.66% | ||
| 2023 | -11.08% | -0.90% | -1.03% | -6.04% | 14.28% | -4.64% | -2.94% | 9.15% | 11.35% | 3.81% | -7.19% | -4.52% | -3.10% |
| 2022 | 9.66% | 7.04% | -8.40% | 9.30% | 6.49% | 12.11% | -17.92% | 6.11% | 19.55% | -8.71% | -5.71% | 17.06% | 47.20% |
| 2021 | -0.11% | 3.67% | -10.80% | -5.68% | -0.39% | -3.38% | -2.89% | -0.65% | 5.72% | -21.37% | 0.78% | -8.19% | -37.77% |
| 2020 | -1.94% | 19.36% | 6.05% | -20.48% | -9.72% | -7.18% | -15.57% | -19.75% | 3.25% | 7.13% | -22.51% | -13.06% | -58.23% |
| 2019 | -14.42% | -3.34% | -5.32% | -6.42% | 15.10% | -11.54% | -4.07% | 0.99% | -5.83% | -0.54% | -3.27% | -7.54% | -39.44% |
| 2018 | -2.61% | 11.85% | 3.10% | 5.82% | 1.17% | -7.40% | -1.56% | 0.67% | -1.49% | 2.99% | 0.33% | 18.99% | 33.67% |
| 2017 | -4.81% | -8.54% | -2.40% | 1.20% | -5.78% | 0.00% | 0.02% | 2.75% | -1.03% | -0.08% | -7.12% | -4.86% | -27.25% |
| 2016 | 6.00% | -4.91% | -8.65% | 0.68% | -1.45% | -5.45% | -1.69% | -1.45% | 2.67% | 2.00% | 4.46% | -5.03% | -13.06% |
| 2015 | -4.03% | -3.18% | -0.19% | -0.35% | -3.54% | -3.19% | -1.58% | 7.62% | 2.08% | -14.98% | 0.50% | -3.02% | -22.68% |
| 2014 | 10.69% | -7.28% | -1.68% | -5.77% | -4.86% | -0.75% | 6.19% | -9.62% | -0.57% | -3.58% | -9.65% | 6.84% | -20.24% |
| 2013 | -11.45% | -3.16% | -10.24% | -6.87% | -3.74% | 2.28% | -7.65% | 6.94% | -4.83% | -10.78% | -4.71% | -0.85% | -44.09% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SZK is 1, indicating that it is in the bottom 1% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for ProShares UltraShort Consumer Goods (SZK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
ProShares UltraShort Consumer Goods provided a 5.88% dividend yield over the last twelve months, with an annual payout of $0.73 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|
| Dividend | $0.73 | $0.62 | $0.09 | $0.00 | $0.03 | $0.73 | $0.36 |
Dividend yield | 5.88% | 4.03% | 0.56% | 0.00% | 0.18% | 1.69% | 0.50% |
Monthly Dividends
The table displays the monthly dividend distributions for ProShares UltraShort Consumer Goods. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.55 | |
| 2023 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.18 | $0.62 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 |
| 2019 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.11 | $0.73 |
| 2018 | $0.06 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.36 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the ProShares UltraShort Consumer Goods. 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 ProShares UltraShort Consumer Goods was 99.40%, occurring on Jan 4, 2022. The portfolio has not yet recovered.
The current ProShares UltraShort Consumer Goods drawdown is 99.22%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -99.4% | Mar 10, 2009 | 2692 | Jan 4, 2022 | — | — | — |
| -27.86% | Nov 21, 2008 | 28 | Jan 2, 2009 | 37 | Feb 26, 2009 | 65 |
| -25% | Oct 28, 2008 | 6 | Nov 4, 2008 | 12 | Nov 20, 2008 | 18 |
| -19.85% | Jul 3, 2008 | 50 | Sep 12, 2008 | 16 | Oct 6, 2008 | 66 |
| -17.7% | Mar 16, 2007 | 174 | Dec 10, 2007 | 26 | Jan 17, 2008 | 200 |
Volatility
Volatility Chart
The current ProShares UltraShort Consumer Goods volatility is 5.82%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.