UGE vs. MSFT
Compare and contrast key facts about ProShares Ultra Consumer Goods (UGE) and Microsoft Corporation (MSFT).
UGE is a passively managed fund by ProShares that tracks the performance of the Dow Jones U.S. Consumer Goods Index (200%). It was launched on Jan 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UGE or MSFT.
Correlation
The correlation between UGE and MSFT is 0.47, 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.
Performance
UGE vs. MSFT - Performance Comparison
Key characteristics
UGE:
0.64
MSFT:
0.79
UGE:
1.01
MSFT:
1.11
UGE:
1.12
MSFT:
1.15
UGE:
0.25
MSFT:
1.01
UGE:
2.52
MSFT:
2.26
UGE:
4.86%
MSFT:
6.94%
UGE:
19.22%
MSFT:
20.01%
UGE:
-71.36%
MSFT:
-69.39%
UGE:
-42.51%
MSFT:
-9.32%
Returns By Period
In the year-to-date period, UGE achieves a -3.54% return, which is significantly lower than MSFT's 0.21% return. Over the past 10 years, UGE has underperformed MSFT with an annualized return of 9.45%, while MSFT has yielded a comparatively higher 26.49% annualized return.
UGE
-3.54%
-11.38%
-0.82%
10.84%
6.43%
9.45%
MSFT
0.21%
-4.78%
-7.74%
13.57%
22.27%
26.49%
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Risk-Adjusted Performance
UGE vs. MSFT — Risk-Adjusted Performance Rank
UGE
MSFT
UGE vs. MSFT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ProShares Ultra Consumer Goods (UGE) and Microsoft Corporation (MSFT). 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
UGE vs. MSFT - Dividend Comparison
UGE's dividend yield for the trailing twelve months is around 1.48%, more than MSFT's 0.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UGE ProShares Ultra Consumer Goods | 1.48% | 1.43% | 1.19% | 0.74% | 0.20% | 0.41% | 0.87% | 0.76% | 0.68% | 0.76% | 0.60% | 0.55% |
MSFT Microsoft Corporation | 0.73% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% |
Drawdowns
UGE vs. MSFT - Drawdown Comparison
The maximum UGE drawdown since its inception was -71.36%, roughly equal to the maximum MSFT drawdown of -69.39%. Use the drawdown chart below to compare losses from any high point for UGE and MSFT. For additional features, visit the drawdowns tool.
Volatility
UGE vs. MSFT - Volatility Comparison
The current volatility for ProShares Ultra Consumer Goods (UGE) is 5.11%, while Microsoft Corporation (MSFT) has a volatility of 5.48%. This indicates that UGE experiences smaller price fluctuations and is considered to be less risky than MSFT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.