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ProShares Ultra Financials

UYG
ETF · Currency in USD
ISIN
US74347X6334
CUSIP
74347X633
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. Financials Index (200%)
ETF Home Page
www.proshares.com
Asset Class
Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

UYGPrice Chart


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S&P 500

UYGPerformance

The chart shows the growth of $10,000 invested in ProShares Ultra Financials on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $75,098 for a total return of roughly 650.98%. All prices are adjusted for splits and dividends.


UYG (ProShares Ultra Financials)
Benchmark (S&P 500)

UYGReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M2.39%
6M21.50%
YTD59.60%
1Y104.72%
5Y23.86%
10Y26.97%

UYGMonthly Returns Heatmap


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UYGSharpe 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 Financials Sharpe ratio is 2.83. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


UYG (ProShares Ultra Financials)
Benchmark (S&P 500)

UYGDividends

ProShares Ultra Financials granted a 0.23% dividend yield in the last twelve months, as of Oct 9, 2021. The annual payout for that period amounted to $0.15 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$0.15$0.28$0.48$0.42$0.24$0.23$0.17$0.14$0.06$0.10$0.02$0.01

Dividend yield

0.23%0.66%0.89%1.28%0.56%0.76%0.72%0.57%0.29%0.86%0.33%0.11%

UYGDrawdowns Chart

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


UYG (ProShares Ultra Financials)
Benchmark (S&P 500)

UYGWorst Drawdowns

The table below shows the maximum drawdowns of the ProShares Ultra Financials. 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 ProShares Ultra Financials is 69.98%, recorded on Mar 23, 2020. It took 268 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-69.98%Feb 18, 202025Mar 23, 2020268Apr 15, 2021293
-56.53%Apr 15, 2010372Oct 3, 2011329Jan 25, 2013701
-38.72%Jan 29, 2018229Dec 24, 2018136Jul 11, 2019365
-38.64%Jul 23, 2015141Feb 11, 2016190Nov 10, 2016331
-18.71%Jan 8, 201021Feb 8, 201019Mar 8, 201040
-13.39%Jul 23, 201329Aug 30, 201333Oct 17, 201362
-13.3%Jan 16, 201412Feb 3, 201421Mar 5, 201433
-13.3%Dec 30, 201422Jan 30, 201575May 19, 201597
-13.11%Jul 29, 201913Aug 14, 201947Oct 21, 201960
-12.87%Sep 19, 201419Oct 15, 201412Oct 31, 201431

UYGVolatility Chart

Current ProShares Ultra Financials volatility is 35.08%. 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.


UYG (ProShares Ultra Financials)
Benchmark (S&P 500)

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