CHCLX vs. UPRO
Compare and contrast key facts about AB Discovery Growth Fund (CHCLX) and ProShares UltraPro S&P 500 (UPRO).
CHCLX is managed by AllianceBernstein. It was launched on Jul 7, 1938. UPRO is a passively managed fund by ProShares that tracks the performance of the S&P 500 Index (300%). It was launched on Jun 23, 2009.
Performance
CHCLX vs. UPRO - Performance Comparison
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CHCLX vs. UPRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CHCLX AB Discovery Growth Fund | -3.46% | 6.67% | 17.37% | 18.72% | -36.11% | 11.63% | 52.90% | 39.99% | -4.56% | 32.58% |
UPRO ProShares UltraPro S&P 500 | -14.14% | 31.88% | 63.57% | 68.53% | -56.84% | 98.64% | 10.09% | 102.30% | -25.11% | 71.37% |
Returns By Period
In the year-to-date period, CHCLX achieves a -3.46% return, which is significantly higher than UPRO's -14.14% return. Over the past 10 years, CHCLX has underperformed UPRO with an annualized return of 11.76%, while UPRO has yielded a comparatively higher 25.53% annualized return.
CHCLX
- 1D
- 5.43%
- 1M
- -6.62%
- YTD
- -3.46%
- 6M
- -0.09%
- 1Y
- 17.91%
- 3Y*
- 10.15%
- 5Y*
- -0.30%
- 10Y*
- 11.76%
UPRO
- 1D
- 2.26%
- 1M
- -13.81%
- YTD
- -14.14%
- 6M
- -11.56%
- 1Y
- 34.19%
- 3Y*
- 38.31%
- 5Y*
- 17.16%
- 10Y*
- 25.53%
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CHCLX vs. UPRO - Expense Ratio Comparison
CHCLX has a 0.91% expense ratio, which is lower than UPRO's 0.92% expense ratio.
Return for Risk
CHCLX vs. UPRO — Risk / Return Rank
CHCLX
UPRO
CHCLX vs. UPRO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Discovery Growth Fund (CHCLX) and ProShares UltraPro S&P 500 (UPRO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CHCLX | UPRO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 0.63 | +0.04 |
Sortino ratioReturn per unit of downside risk | 1.11 | 1.21 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.18 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 1.06 | +0.01 |
Martin ratioReturn relative to average drawdown | 3.71 | 4.22 | -0.50 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CHCLX | UPRO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 0.63 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | 0.34 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.48 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.60 | -0.23 |
Correlation
The correlation between CHCLX and UPRO is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CHCLX vs. UPRO - Dividend Comparison
CHCLX's dividend yield for the trailing twelve months is around 12.02%, more than UPRO's 1.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHCLX AB Discovery Growth Fund | 12.02% | 11.60% | 0.00% | 0.00% | 0.00% | 17.54% | 15.15% | 13.36% | 20.33% | 6.74% | 0.00% | 6.08% |
UPRO ProShares UltraPro S&P 500 | 1.02% | 0.84% | 0.93% | 0.74% | 0.52% | 0.06% | 0.11% | 0.41% | 0.63% | 0.00% | 0.12% | 0.34% |
Drawdowns
CHCLX vs. UPRO - Drawdown Comparison
The maximum CHCLX drawdown since its inception was -63.85%, smaller than the maximum UPRO drawdown of -76.82%. Use the drawdown chart below to compare losses from any high point for CHCLX and UPRO.
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Drawdown Indicators
| CHCLX | UPRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.85% | -76.82% | +12.97% |
Max Drawdown (1Y)Largest decline over 1 year | -15.70% | -33.38% | +17.68% |
Max Drawdown (5Y)Largest decline over 5 years | -44.63% | -63.94% | +19.31% |
Max Drawdown (10Y)Largest decline over 10 years | -44.63% | -76.82% | +32.19% |
Current DrawdownCurrent decline from peak | -13.60% | -18.68% | +5.08% |
Average DrawdownAverage peak-to-trough decline | -14.23% | -14.53% | +0.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.52% | 8.41% | -3.89% |
Volatility
CHCLX vs. UPRO - Volatility Comparison
The current volatility for AB Discovery Growth Fund (CHCLX) is 11.03%, while ProShares UltraPro S&P 500 (UPRO) has a volatility of 16.04%. This indicates that CHCLX experiences smaller price fluctuations and is considered to be less risky than UPRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CHCLX | UPRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.03% | 16.04% | -5.01% |
Volatility (6M)Calculated over the trailing 6-month period | 18.53% | 28.48% | -9.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.32% | 54.36% | -27.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.69% | 50.34% | -24.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.85% | 53.69% | -28.84% |