Correlation
The correlation between KWHIY and UPRO is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
KWHIY vs. UPRO
Compare and contrast key facts about Kawasaki Heavy Industries Ltd ADR (KWHIY) and ProShares UltraPro S&P 500 (UPRO).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KWHIY or UPRO.
Performance
KWHIY vs. UPRO - Performance Comparison
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Key characteristics
KWHIY:
1.32
UPRO:
0.27
KWHIY:
2.01
UPRO:
0.73
KWHIY:
1.25
UPRO:
1.11
KWHIY:
1.82
UPRO:
0.28
KWHIY:
6.37
UPRO:
0.88
KWHIY:
12.39%
UPRO:
15.50%
KWHIY:
60.32%
UPRO:
58.57%
KWHIY:
-74.76%
UPRO:
-76.82%
KWHIY:
-3.09%
UPRO:
-19.18%
Returns By Period
In the year-to-date period, KWHIY achieves a 47.94% return, which is significantly higher than UPRO's -9.47% return. Over the past 10 years, KWHIY has underperformed UPRO with an annualized return of 4.29%, while UPRO has yielded a comparatively higher 21.56% annualized return.
KWHIY
47.94%
12.57%
80.74%
78.50%
51.52%
33.88%
4.29%
UPRO
-9.47%
18.78%
-15.64%
15.92%
20.20%
30.80%
21.56%
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Risk-Adjusted Performance
KWHIY vs. UPRO — Risk-Adjusted Performance Rank
KWHIY
UPRO
KWHIY vs. UPRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Kawasaki Heavy Industries Ltd ADR (KWHIY) 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.
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Dividends
KWHIY vs. UPRO - Dividend Comparison
KWHIY has not paid dividends to shareholders, while UPRO's dividend yield for the trailing twelve months is around 1.11%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KWHIY Kawasaki Heavy Industries Ltd ADR | 0.00% | 0.00% | 2.51% | 1.59% | 0.95% | 0.00% | 2.99% | 2.73% | 1.25% | 3.33% | 2.60% | 1.84% |
UPRO ProShares UltraPro S&P 500 | 1.11% | 0.93% | 0.74% | 0.52% | 0.06% | 0.11% | 0.41% | 0.63% | 0.00% | 0.12% | 0.34% | 0.22% |
Drawdowns
KWHIY vs. UPRO - Drawdown Comparison
The maximum KWHIY drawdown since its inception was -74.76%, roughly equal to the maximum UPRO drawdown of -76.82%. Use the drawdown chart below to compare losses from any high point for KWHIY and UPRO.
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Volatility
KWHIY vs. UPRO - Volatility Comparison
Kawasaki Heavy Industries Ltd ADR (KWHIY) has a higher volatility of 16.00% compared to ProShares UltraPro S&P 500 (UPRO) at 14.21%. This indicates that KWHIY's price experiences larger fluctuations and is considered to be riskier than UPRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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