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WGS vs. UPRO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between WGS and UPRO is 0.35, 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.


-0.50.00.51.0
Correlation: 0.3

Performance

WGS vs. UPRO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in GeneDx Holdings Corp. (WGS) and ProShares UltraPro S&P 500 (UPRO). The values are adjusted to include any dividend payments, if applicable.

-100.00%-50.00%0.00%50.00%100.00%150.00%200.00%250.00%NovemberDecember2025FebruaryMarchApril
-70.48%
101.55%
WGS
UPRO

Key characteristics

Sharpe Ratio

WGS:

7.43

UPRO:

-0.10

Sortino Ratio

WGS:

6.08

UPRO:

0.25

Omega Ratio

WGS:

1.69

UPRO:

1.04

Calmar Ratio

WGS:

9.03

UPRO:

-0.11

Martin Ratio

WGS:

72.62

UPRO:

-0.45

Ulcer Index

WGS:

12.30%

UPRO:

12.44%

Daily Std Dev

WGS:

120.23%

UPRO:

56.15%

Max Drawdown

WGS:

-99.85%

UPRO:

-76.82%

Current Drawdown

WGS:

-88.79%

UPRO:

-41.17%

Returns By Period

In the year-to-date period, WGS achieves a 24.21% return, which is significantly higher than UPRO's -34.10% return.


WGS

YTD

24.21%

1M

-2.02%

6M

58.98%

1Y

897.60%

5Y*

N/A

10Y*

N/A

UPRO

YTD

-34.10%

1M

-24.19%

6M

-35.14%

1Y

-3.09%

5Y*

26.65%

10Y*

18.07%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

WGS vs. UPRO — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WGS
The Risk-Adjusted Performance Rank of WGS is 9999
Overall Rank
The Sharpe Ratio Rank of WGS is 100100
Sharpe Ratio Rank
The Sortino Ratio Rank of WGS is 9999
Sortino Ratio Rank
The Omega Ratio Rank of WGS is 9898
Omega Ratio Rank
The Calmar Ratio Rank of WGS is 100100
Calmar Ratio Rank
The Martin Ratio Rank of WGS is 100100
Martin Ratio Rank

UPRO
The Risk-Adjusted Performance Rank of UPRO is 2626
Overall Rank
The Sharpe Ratio Rank of UPRO is 2222
Sharpe Ratio Rank
The Sortino Ratio Rank of UPRO is 3636
Sortino Ratio Rank
The Omega Ratio Rank of UPRO is 3737
Omega Ratio Rank
The Calmar Ratio Rank of UPRO is 1919
Calmar Ratio Rank
The Martin Ratio Rank of UPRO is 1919
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

WGS vs. UPRO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for GeneDx Holdings Corp. (WGS) 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.


Sharpe ratio
The chart of Sharpe ratio for WGS, currently valued at 7.43, compared to the broader market-2.00-1.000.001.002.003.00
WGS: 7.43
UPRO: -0.10
The chart of Sortino ratio for WGS, currently valued at 6.08, compared to the broader market-6.00-4.00-2.000.002.004.00
WGS: 6.08
UPRO: 0.25
The chart of Omega ratio for WGS, currently valued at 1.69, compared to the broader market0.501.001.502.00
WGS: 1.69
UPRO: 1.04
The chart of Calmar ratio for WGS, currently valued at 9.03, compared to the broader market0.001.002.003.004.00
WGS: 9.03
UPRO: -0.11
The chart of Martin ratio for WGS, currently valued at 72.62, compared to the broader market-5.000.005.0010.0015.0020.00
WGS: 72.62
UPRO: -0.45

The current WGS Sharpe Ratio is 7.43, which is higher than the UPRO Sharpe Ratio of -0.10. The chart below compares the historical Sharpe Ratios of WGS 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.


Rolling 12-month Sharpe Ratio0.0010.0020.0030.0040.0050.00NovemberDecember2025FebruaryMarchApril
7.43
-0.10
WGS
UPRO

Dividends

WGS vs. UPRO - Dividend Comparison

WGS has not paid dividends to shareholders, while UPRO's dividend yield for the trailing twelve months is around 1.52%.


TTM20242023202220212020201920182017201620152014
WGS
GeneDx Holdings Corp.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
UPRO
ProShares UltraPro S&P 500
1.52%0.93%0.74%0.52%0.06%0.11%0.41%0.63%0.00%0.12%0.34%0.22%

Drawdowns

WGS vs. UPRO - Drawdown Comparison

The maximum WGS drawdown since its inception was -99.85%, which is greater than UPRO's maximum drawdown of -76.82%. Use the drawdown chart below to compare losses from any high point for WGS and UPRO. For additional features, visit the drawdowns tool.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%NovemberDecember2025FebruaryMarchApril
-88.79%
-41.17%
WGS
UPRO

Volatility

WGS vs. UPRO - Volatility Comparison

The current volatility for GeneDx Holdings Corp. (WGS) is 21.52%, while ProShares UltraPro S&P 500 (UPRO) has a volatility of 39.53%. This indicates that WGS 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.


10.00%20.00%30.00%40.00%50.00%NovemberDecember2025FebruaryMarchApril
21.52%
39.53%
WGS
UPRO
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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