CHCLX vs. UPRO

In the year-to-date period, CHCLX achieves a -6.21% return, which is significantly higher than UPRO's -12.04% return. Over the past 10 years, CHCLX has underperformed UPRO with an annualized return of 1.36%, while UPRO has yielded a comparatively higher 21.11% annualized return.

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CHCLX has a 0.91% expense ratio, which is lower than UPRO's 0.92% expense ratio.

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.

The current CHCLX Sharpe Ratio is 0.08, which is lower than the UPRO Sharpe Ratio of 0.26. The chart below compares the historical Sharpe Ratios of CHCLX and UPRO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CHCLX has not paid dividends to shareholders, while UPRO's dividend yield for the trailing twelve months is around 1.14%.

The maximum CHCLX drawdown since its inception was -75.96%, roughly equal to the maximum UPRO drawdown of -76.82%. Use the drawdown chart below to compare losses from any high point for CHCLX and UPRO. For additional features, visit the drawdowns tool.

The current volatility for AB Discovery Growth Fund (CHCLX) is 7.43%, while ProShares UltraPro S&P 500 (UPRO) has a volatility of 18.85%. 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.