PortfoliosLab logoPortfoliosLab logo
ISIN
US74347R7686
CUSIP
74347R768
Issuer
ProShares
Inception Date
Jan 30, 2007
Region
North America (U.S.)
Leveraged
2x
Index Tracked
Dow Jones U.S. Consumer Goods Index (200%)
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend
Assets Under Management
$12M

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

UGE Performance Chart

ProShares Ultra Consumer Goods (UGE) is up 12.5% since the beginning of the year. UGE is currently trading at $19 per share. Investors who bought $1,000 worth of UGE shares 5 years ago would now be looking at an investment worth $888.


Loading charts...

S&P 500 Index

Returns By Period

ProShares Ultra Consumer Goods (UGE) has returned 12.50% so far this year and 1.63% over the past 12 months. Over the last ten years, UGE has returned 8.03% per year, falling short of the S&P 500 Index benchmark, which averaged 13.33% annually.


ProShares Ultra Consumer Goods

1D
2.85%
1M
-2.22%
YTD
12.50%
6M
11.83%
1Y
1.63%
3Y*
6.36%
5Y*
-2.34%
10Y*
8.03%

Benchmark (S&P 500 Index)

1D
-2.64%
1M
0.64%
YTD
7.86%
6M
7.47%
1Y
23.05%
3Y*
19.90%
5Y*
11.79%
10Y*
13.33%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UGE Monthly Returns History

Based on dividend-adjusted daily data since Feb 1, 2007, UGE's average daily return is +0.06%, while the average monthly return is +1.24%. At this rate, an investment would double in approximately 4.7 years.

Historically, 57% of months were positive and 43% were negative. The best month was Nov 2020 with a return of +27.0%, while the worst month was Oct 2008 at -31.1%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 6 months.

On a daily basis, UGE closed higher 50% of trading days. The best single day was Oct 13, 2008 with a return of +16.7%, while the worst single day was Mar 12, 2020 at -20.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202614.65%15.65%-16.60%4.72%-3.37%0.54%12.50%
20250.36%9.64%-2.86%-0.55%1.54%-3.73%-3.83%1.76%-4.59%-6.00%7.34%-3.17%-5.21%
20242.13%3.60%5.93%-2.86%3.73%-1.01%2.77%11.60%1.77%-7.30%6.95%-10.02%16.40%
202311.10%0.04%1.19%6.52%-11.82%4.68%3.16%-8.02%-10.13%-3.57%7.54%4.69%2.38%
2022-10.60%-7.80%6.22%-10.38%-9.34%-14.20%20.87%-7.13%-18.01%7.07%3.97%-14.89%-46.78%
2021-1.23%-4.70%10.20%5.19%-0.55%2.96%2.40%0.16%-5.96%25.85%-2.27%7.47%42.44%

Benchmark Metrics

ProShares Ultra Consumer Goods has an annualized alpha of 2.57%, beta of 1.27, and R2 of 0.59 versus S&P 500 Index. Calculated based on daily prices since February 02, 2007.

  • This ETF captured 156.89% of S&P 500 Index gains and 137.02% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • This ETF generated an annualized alpha of 2.57% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

Alpha
2.57%
Beta
1.27
0.59
Upside Capture
156.89%
Downside Capture
137.02%

Expense Ratio

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


Return for Risk

Risk / Return Rank

UGE ranks 11 for risk / return — in the bottom 11% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


UGE Risk / Return Rank: 1111
Overall Rank
UGE Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
UGE Sortino Ratio Rank: 1111
Sortino Ratio Rank
UGE Omega Ratio Rank: 1111
Omega Ratio Rank
UGE Calmar Ratio Rank: 1111
Calmar Ratio Rank
UGE Martin Ratio Rank: 1010
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 ProShares Ultra Consumer Goods (UGE) and compare them to S&P 500 Index.


UGEBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.90

Sortino ratioReturn per unit of downside risk

-2.39

Omega ratioGain probability vs. loss probability

1.04

1.36

-0.33

Calmar ratioReturn relative to maximum drawdown

0.14

2.69

-2.55

Martin ratioReturn relative to average drawdown

0.25

12.34

-12.10

Dividends

Dividend History

ProShares Ultra Consumer Goods provided a 2.17% dividend yield over the last twelve months, with an annual payout of $0.41 per share. The fund has been increasing its distributions for 4 consecutive years.


0.50%1.00%1.50%2.00%2.50%$0.00$0.10$0.20$0.30$0.4020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.41$0.42$0.26$0.19$0.11$0.06$0.09$0.12$0.06$0.08$0.07$0.05

Dividend yield

2.17%2.54%1.43%1.20%0.74%0.20%0.41%0.86%0.76%0.68%0.76%0.60%

Monthly Dividends

The table displays the monthly dividend distributions for ProShares Ultra Consumer Goods. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.06$0.00$0.00$0.00$0.06
2025$0.00$0.00$0.08$0.00$0.00$0.12$0.00$0.00$0.10$0.00$0.00$0.13$0.42
2024$0.00$0.00$0.04$0.00$0.00$0.07$0.00$0.00$0.06$0.00$0.00$0.09$0.26
2023$0.00$0.00$0.10$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.09$0.19
2022$0.00$0.00$0.02$0.00$0.00$0.02$0.00$0.00$0.03$0.00$0.00$0.05$0.11
2021$0.00$0.00$0.01$0.00$0.00$0.02$0.00$0.00$0.01$0.00$0.00$0.02$0.06

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.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the ProShares Ultra 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 Ultra Consumer Goods was 71.36%, occurring on Mar 9, 2009. Recovery took 531 trading sessions.

The current ProShares Ultra Consumer Goods drawdown is 36.44%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-71.36%Mar 2009
1y 2mo2y 1mo
3y 4moDec 2007 - Apr 2011
COVID crash2020
-57.14%Mar 2020
1mo 1d4mo 27d
5mo 28dFeb 2020 - Aug 2020
2023 bear market2023
-56.55%Oct 2023
1y 9mo
4y 5moJan 2022 - now
Rate-hike selloffLate 2018
-38.50%Dec 2018
11mo 4d11mo 22d
1y 10moJan 2018 - Dec 2019
2011 bear market2011
-26.29%Oct 2011
2mo 28d4mo 8d
7mo 6dJul 2011 - Feb 2012

Drawdown Indicators


UGEBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-71.36%

-56.78%

-14.58%

Max Drawdown (1Y)

Largest decline over 1 year

-18.95%

-9.10%

-9.85%

Max Drawdown (3Y)

Largest decline over 3 years

-24.80%

-18.90%

-5.90%

Max Drawdown (5Y)

Largest decline over 5 years

-56.55%

-25.43%

-31.12%

Max Drawdown (10Y)

Largest decline over 10 years

-57.14%

-33.92%

-23.22%

Current Drawdown

Current decline from peak

-36.44%

-2.97%

-33.47%

Average Drawdown

Average peak-to-trough decline

-18.74%

-10.72%

-8.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.50%

1.97%

+8.53%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with UGE

Add ProShares Ultra Consumer Goods to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with UGE