PGNAX vs. UPRO

In the year-to-date period, PGNAX achieves a 5.39% return, which is significantly higher than UPRO's -9.47% return. Over the past 10 years, PGNAX has underperformed UPRO with an annualized return of 4.33%, while UPRO has yielded a comparatively higher 21.56% annualized return.

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PGNAX has a 1.27% expense ratio, which is higher than UPRO's 0.92% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for PGIM Jennison Natural Resources Fund (PGNAX) 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 PGNAX Sharpe Ratio is -0.27, which is lower than the UPRO Sharpe Ratio of 0.27. The chart below compares the historical Sharpe Ratios of PGNAX 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.

PGNAX's dividend yield for the trailing twelve months is around 0.93%, less than UPRO's 1.11% yield.

The maximum PGNAX drawdown since its inception was -76.45%, roughly equal to the maximum UPRO drawdown of -76.82%. Use the drawdown chart below to compare losses from any high point for PGNAX and UPRO.

The current volatility for PGIM Jennison Natural Resources Fund (PGNAX) is 4.08%, while ProShares UltraPro S&P 500 (UPRO) has a volatility of 14.21%. This indicates that PGNAX 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.