TKOMY vs. UPRO
Compare and contrast key facts about Tokio Marine Holdings Inc (TKOMY) 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: TKOMY or UPRO.
Correlation
The correlation between TKOMY and UPRO is 0.02, 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.
Performance
TKOMY vs. UPRO - Performance Comparison
Key characteristics
TKOMY:
0.46
UPRO:
-0.45
TKOMY:
0.88
UPRO:
-0.32
TKOMY:
1.13
UPRO:
0.95
TKOMY:
0.63
UPRO:
-0.46
TKOMY:
1.89
UPRO:
-2.11
TKOMY:
10.22%
UPRO:
10.03%
TKOMY:
41.67%
UPRO:
47.16%
TKOMY:
-62.60%
UPRO:
-76.82%
TKOMY:
-10.10%
UPRO:
-45.67%
Returns By Period
In the year-to-date period, TKOMY achieves a 1.94% return, which is significantly higher than UPRO's -39.14% return. Over the past 10 years, TKOMY has outperformed UPRO with an annualized return of 19.16%, while UPRO has yielded a comparatively lower 17.50% annualized return.
TKOMY
1.94%
-0.54%
-2.45%
17.07%
24.04%
19.16%
UPRO
-39.14%
-36.29%
-36.74%
-18.01%
35.30%
17.50%
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Risk-Adjusted Performance
TKOMY vs. UPRO — Risk-Adjusted Performance Rank
TKOMY
UPRO
TKOMY vs. UPRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Tokio Marine Holdings Inc (TKOMY) 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.
Dividends
TKOMY vs. UPRO - Dividend Comparison
TKOMY has not paid dividends to shareholders, while UPRO's dividend yield for the trailing twelve months is around 1.65%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TKOMY Tokio Marine Holdings Inc | 0.00% | 0.00% | 0.00% | 1.54% | 6.87% | 12.69% | 10.74% | 13.44% | 8.90% | 8.40% | 6.69% | 4.00% |
UPRO ProShares UltraPro S&P 500 | 1.65% | 0.93% | 0.74% | 0.52% | 0.06% | 0.11% | 0.41% | 0.63% | 0.00% | 0.12% | 0.34% | 0.22% |
Drawdowns
TKOMY vs. UPRO - Drawdown Comparison
The maximum TKOMY drawdown since its inception was -62.60%, smaller than the maximum UPRO drawdown of -76.82%. Use the drawdown chart below to compare losses from any high point for TKOMY and UPRO. For additional features, visit the drawdowns tool.
Volatility
TKOMY vs. UPRO - Volatility Comparison
The current volatility for Tokio Marine Holdings Inc (TKOMY) is 10.40%, while ProShares UltraPro S&P 500 (UPRO) has a volatility of 28.40%. This indicates that TKOMY 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.