Correlation
The correlation between SMPNY and UPRO is 0.05, 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.
SMPNY vs. UPRO
Compare and contrast key facts about Sompo Holdings Inc ADR (SMPNY) 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: SMPNY or UPRO.
Performance
SMPNY vs. UPRO - Performance Comparison
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Key characteristics
SMPNY:
1.08
UPRO:
0.31
SMPNY:
1.72
UPRO:
0.72
SMPNY:
1.25
UPRO:
1.10
SMPNY:
2.10
UPRO:
0.27
SMPNY:
8.52
UPRO:
0.84
SMPNY:
5.78%
UPRO:
15.54%
SMPNY:
40.01%
UPRO:
58.52%
SMPNY:
-45.81%
UPRO:
-76.82%
SMPNY:
-9.69%
UPRO:
-19.46%
Returns By Period
In the year-to-date period, SMPNY achieves a 14.15% return, which is significantly higher than UPRO's -9.79% return.
SMPNY
14.15%
-5.86%
14.15%
42.64%
29.40%
26.76%
N/A
UPRO
-9.79%
15.76%
-17.37%
14.90%
20.77%
30.70%
21.55%
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Risk-Adjusted Performance
SMPNY vs. UPRO — Risk-Adjusted Performance Rank
SMPNY
UPRO
SMPNY vs. UPRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sompo Holdings Inc ADR (SMPNY) 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
SMPNY vs. UPRO - Dividend Comparison
SMPNY 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMPNY Sompo Holdings Inc ADR | 0.00% | 1.18% | 3.93% | 3.87% | 4.11% | 10.94% | 9.81% | 9.36% | 0.00% | 0.00% | 0.00% | 0.00% |
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
SMPNY vs. UPRO - Drawdown Comparison
The maximum SMPNY drawdown since its inception was -45.81%, smaller than the maximum UPRO drawdown of -76.82%. Use the drawdown chart below to compare losses from any high point for SMPNY and UPRO.
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Volatility
SMPNY vs. UPRO - Volatility Comparison
Sompo Holdings Inc ADR (SMPNY) and ProShares UltraPro S&P 500 (UPRO) have volatilities of 13.80% and 14.24%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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