PortfoliosLab logo

ProShares Ultra Financials (UYG)

ETF · Currency in USD · Last updated May 18, 2022

UYG is a passive ETF by ProShares tracking the investment results of the Dow Jones U.S. Financials Index (200%). UYG launched on Jan 30, 2007 and has a 0.95% expense ratio.

ETF Info

  • ISINUS74347X6334
  • CUSIP74347X633
  • IssuerProShares
  • Inception DateJan 30, 2007
  • RegionNorth America (U.S.)
  • CategoryLeveraged Equities, Leveraged
  • Leveraged2x
  • Expense Ratio0.95%
  • Index TrackedDow Jones U.S. Financials Index (200%)
  • ETF Home Pagewww.proshares.com
  • Asset ClassEquity
  • Asset Class Size

    Large-Cap
  • Asset Class Style

    Blend

Trading Data

  • Previous Close$50.40
  • Year Range$46.90 - $71.46
  • EMA (50)$56.93
  • EMA (200)$60.81
  • Average Volume$49.56K

UYGShare Price Chart


Chart placeholderClick Calculate to get results

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 $58,966 for a total return of roughly 489.66%. All prices are adjusted for splits and dividends.


UYG (ProShares Ultra Financials)
Benchmark (^GSPC)

UYGReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-15.39%-6.91%
YTD-25.50%-14.21%
6M-26.70%-12.68%
1Y-15.97%-2.04%
5Y12.18%11.66%
10Y21.39%12.21%

UYGMonthly Returns Heatmap


Chart placeholderClick Calculate to get results

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 -0.39. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


UYG (ProShares Ultra Financials)
Benchmark (^GSPC)

UYGDividend History

ProShares Ultra Financials granted a 6.49% dividend yield in the last twelve months, as of May 18, 2022. The annual payout for that period amounted to $3.27 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$3.27$3.26$0.28$0.48$0.42$0.24$0.23$0.17$0.14$0.06$0.10$0.02$0.01

Dividend yield

6.49%4.82%0.70%0.95%1.37%0.61%0.83%0.79%0.63%0.32%0.96%0.38%0.13%

UYGDrawdowns Chart

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


UYG (ProShares Ultra Financials)
Benchmark (^GSPC)

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 69.99%, recorded on Mar 23, 2020. It took 268 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-69.99%Feb 18, 202025Mar 23, 2020268Apr 15, 2021293
-56.52%Apr 15, 2010372Oct 3, 2011329Jan 25, 2013701
-38.73%Jan 29, 2018229Dec 24, 2018136Jul 11, 2019365
-38.64%Jul 23, 2015141Feb 11, 2016190Nov 10, 2016331
-34.37%Jan 13, 202283May 12, 2022
-18.71%Jan 8, 201021Feb 8, 201019Mar 8, 201040
-15.11%Oct 27, 202125Dec 1, 202123Jan 4, 202248
-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

UYGVolatility Chart

Current ProShares Ultra Financials volatility is 60.76%. 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 (^GSPC)

Portfolios with ProShares Ultra Financials


Loading data...

More Tools for ProShares Ultra Financials