ProShares Ultra Financials (UYG)

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The chart shows the growth of an initial investment of $10,000 in ProShares Ultra Financials, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

ProShares Ultra Financials (UYG) has returned -19.79% so far this year and -8.20% over the past 12 months. Looking at the last ten years, UYG has achieved an annualized return of 16.07%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Feb 1, 2007, UYG's average daily return is +0.06%, while the average monthly return is +0.72%. At this rate, your investment would double in approximately 8.1 years.

Historically, 55% of months were positive and 45% were negative. The best month was Apr 2009 with a return of +35.3%, while the worst month was Jan 2009 at -46.3%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 7 months.

On a daily basis, UYG closed higher 53% of trading days. The best single day was Nov 24, 2008 with a return of +27.1%, while the worst single day was Dec 1, 2008 at -31.1%.

ProShares Ultra Financials has an annualized alpha of -8.82%, beta of 2.39, and R² of 0.76 versus S&P 500 Index. Calculated based on daily prices since February 02, 2007.

• This ETF captured 232.56% of S&P 500 Index gains and 195.14% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• This ETF had an annualized alpha of -8.82% versus S&P 500 Index — delivering less than market exposure alone would predict.
• Beta of 2.39 means this ETF moves significantly more than S&P 500 Index — expect amplified gains in rallies and amplified losses in downturns.

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

UYG ranks 8 for risk / return — in the bottom 8% 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.

The table below present risk-adjusted performance metrics for ProShares Ultra Financials (UYG) and compare them to a chosen benchmark (S&P 500 Index).

ProShares Ultra Financials provided a 14.56% dividend yield over the last twelve months, with an annual payout of $10.69 per share.

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

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.

The table below displays the maximum drawdowns of the ProShares Ultra Financials. 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 Financials was 97.90%, occurring on Mar 6, 2009. Recovery took 4001 trading sessions.

The current ProShares Ultra Financials drawdown is 24.25%.

The chart below shows the rolling one-month volatility.