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EPV vs. UUP
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

EPV vs. UUP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ProShares UltraShort FTSE Europe (EPV) and Invesco DB US Dollar Index Bullish Fund (UUP). The values are adjusted to include any dividend payments, if applicable.

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EPV vs. UUP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EPV
ProShares UltraShort FTSE Europe
1.10%-45.21%2.02%-30.81%15.53%-31.62%-37.31%-36.11%32.22%-39.79%
UUP
Invesco DB US Dollar Index Bullish Fund
2.77%-4.99%13.50%3.63%9.46%5.73%-6.66%4.09%7.05%-9.10%

Returns By Period

In the year-to-date period, EPV achieves a 1.10% return, which is significantly lower than UUP's 2.77% return. Over the past 10 years, EPV has underperformed UUP with an annualized return of -21.87%, while UUP has yielded a comparatively higher 3.09% annualized return.


EPV

1D
-6.62%
1M
16.57%
YTD
1.10%
6M
-8.44%
1Y
-32.04%
3Y*
-21.62%
5Y*
-18.62%
10Y*
-21.87%

UUP

1D
-0.71%
1M
2.58%
YTD
2.77%
6M
4.43%
1Y
0.66%
3Y*
4.64%
5Y*
5.20%
10Y*
3.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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EPV vs. UUP - Expense Ratio Comparison

EPV has a 0.95% expense ratio, which is higher than UUP's 0.75% expense ratio.


Return for Risk

EPV vs. UUP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EPV
EPV Risk / Return Rank: 22
Overall Rank
EPV Sharpe Ratio Rank: 11
Sharpe Ratio Rank
EPV Sortino Ratio Rank: 11
Sortino Ratio Rank
EPV Omega Ratio Rank: 11
Omega Ratio Rank
EPV Calmar Ratio Rank: 33
Calmar Ratio Rank
EPV Martin Ratio Rank: 66
Martin Ratio Rank

UUP
UUP Risk / Return Rank: 1414
Overall Rank
UUP Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
UUP Sortino Ratio Rank: 1313
Sortino Ratio Rank
UUP Omega Ratio Rank: 1313
Omega Ratio Rank
UUP Calmar Ratio Rank: 1515
Calmar Ratio Rank
UUP Martin Ratio Rank: 1414
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EPV vs. UUP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ProShares UltraShort FTSE Europe (EPV) and Invesco DB US Dollar Index Bullish Fund (UUP). 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.


EPVUUPDifference

Sharpe ratio

Return per unit of total volatility

-0.91

0.09

-1.00

Sortino ratio

Return per unit of downside risk

-1.27

0.17

-1.44

Omega ratio

Gain probability vs. loss probability

0.84

1.02

-0.18

Calmar ratio

Return relative to maximum drawdown

-0.58

0.13

-0.70

Martin ratio

Return relative to average drawdown

-0.77

0.24

-1.01

EPV vs. UUP - Sharpe Ratio Comparison

The current EPV Sharpe Ratio is -0.91, which is lower than the UUP Sharpe Ratio of 0.09. The chart below compares the historical Sharpe Ratios of EPV and UUP, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


EPVUUPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.91

0.09

-1.00

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.53

0.72

-1.25

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.58

0.44

-1.03

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.61

0.20

-0.80

Correlation

The correlation between EPV and UUP is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

EPV vs. UUP - Dividend Comparison

EPV's dividend yield for the trailing twelve months is around 4.18%, more than UUP's 3.34% yield.


TTM202520242023202220212020201920182017
EPV
ProShares UltraShort FTSE Europe
4.18%4.80%4.83%3.17%0.33%0.01%0.09%1.10%0.19%0.00%
UUP
Invesco DB US Dollar Index Bullish Fund
3.34%3.43%4.48%6.44%0.89%0.00%0.00%2.03%1.08%0.10%

Drawdowns

EPV vs. UUP - Drawdown Comparison

The maximum EPV drawdown since its inception was -99.37%, which is greater than UUP's maximum drawdown of -22.19%. Use the drawdown chart below to compare losses from any high point for EPV and UUP.


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Drawdown Indicators


EPVUUPDifference

Max Drawdown

Largest peak-to-trough decline

-99.37%

-22.19%

-77.18%

Max Drawdown (1Y)

Largest decline over 1 year

-53.31%

-6.02%

-47.29%

Max Drawdown (5Y)

Largest decline over 5 years

-79.08%

-10.37%

-68.71%

Max Drawdown (10Y)

Largest decline over 10 years

-93.54%

-14.24%

-79.30%

Current Drawdown

Current decline from peak

-99.26%

-3.76%

-95.50%

Average Drawdown

Average peak-to-trough decline

-88.27%

-8.96%

-79.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

39.69%

3.20%

+36.49%

Volatility

EPV vs. UUP - Volatility Comparison

ProShares UltraShort FTSE Europe (EPV) has a higher volatility of 15.26% compared to Invesco DB US Dollar Index Bullish Fund (UUP) at 2.10%. This indicates that EPV's price experiences larger fluctuations and is considered to be riskier than UUP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EPVUUPDifference

Volatility (1M)

Calculated over the trailing 1-month period

15.26%

2.10%

+13.16%

Volatility (6M)

Calculated over the trailing 6-month period

22.07%

4.17%

+17.90%

Volatility (1Y)

Calculated over the trailing 1-year period

35.25%

7.41%

+27.84%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.40%

7.24%

+28.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.61%

6.99%

+30.62%