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ProShares Ultra Utilities

UPW
ETF · Currency in USD
ISIN
US74347R6852
CUSIP
74347R685
Issuer
ProShares
Inception Date
Jan 30, 2007
Region
North America (U.S.)
Category
Leveraged Equities
Leveraged
2x
Expense Ratio
0.95%
Index Tracked
Dow Jones U.S. Utilities Index (200%)
ETF Home Page
www.proshares.com
Asset Class
Equity
Asset Class Size
Multi-Cap
Asset Class Style
Value

UPWPrice Chart


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S&P 500

UPWPerformance

The chart shows the growth of $10,000 invested in ProShares Ultra Utilities on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $61,833 for a total return of roughly 518.33%. All prices are adjusted for splits and dividends.


UPW (ProShares Ultra Utilities)
Benchmark (S&P 500)

UPWReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M17.93%
YTD15.16%
6M13.50%
1Y24.91%
5Y12.41%
10Y17.85%

UPWMonthly Returns Heatmap


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UPWSharpe 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 Ultra Utilities Sharpe ratio is 0.80. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


UPW (ProShares Ultra Utilities)
Benchmark (S&P 500)

UPWDividends

ProShares Ultra Utilities granted a 0.61% dividend yield in the last twelve months, as of Apr 18, 2021. The annual payout for that period amounted to $0.40 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$0.40$0.47$0.58$0.93$0.71$0.66$0.66$0.61$0.51$0.34$0.33$0.37
Dividend yield
0.61%0.83%0.83%1.98%1.51%1.70%2.16%1.69%2.24%1.90%1.79%2.63%

UPWDrawdowns Chart

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


UPW (ProShares Ultra Utilities)
Benchmark (S&P 500)

UPWWorst Drawdowns

The table below shows the maximum drawdowns of the ProShares Ultra Utilities. 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 {{portfolioName}} is 62.67%, recorded on Mar 23, 2020. The portfolio has not recovered from it yet.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-62.67%Feb 19, 202024Mar 23, 2020
-31.06%Jan 30, 2015152Sep 4, 2015132Mar 16, 2016284
-26.93%Nov 15, 201758Feb 8, 2018206Dec 3, 2018264
-24.63%Jul 7, 201692Nov 14, 2016130May 23, 2017222
-23.24%Jul 22, 201112Aug 8, 201153Oct 21, 201165
-20.53%May 1, 201336Jun 20, 2013164Feb 13, 2014200
-19.28%Jul 31, 201275Nov 15, 201270Feb 28, 2013145
-18.22%May 4, 201023Jun 4, 201036Jul 27, 201059
-18.13%Jul 1, 201426Aug 6, 201456Oct 24, 201482
-17.57%Dec 14, 20187Dec 24, 201840Feb 22, 201947

UPWVolatility Chart

Current ProShares Ultra Utilities volatility is 15.18%. 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.


UPW (ProShares Ultra Utilities)
Benchmark (S&P 500)

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