UYG:ARCA-ProShares Ultra Financials (USD)

ETF | Trading--Leveraged Equity | NYSE Arca

Last Closing

USD 67.66

Change

+0.95 (+1.42)%

Market Cap

USD 0.75B

Volume

6.70K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks daily investment results, before fees and expenses, that correspond to two times (2x) the daily performance of the Dow Jones U.S. FinancialsSM Index. The fund invests in securities and derivatives that ProShare Advisors believes, in combination, should have similar daily return characteristics as two times (2x) the daily return of the index. The index measures the performance of the financial services sector of the U.S. equity market. The fund is non-diversified.

Inception Date: 30/01/2007

Primary Benchmark: DJ US Financial TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.97%

Management Expense Ratio: 0.95 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-15 )

Largest Industry Peers for Trading--Leveraged Equity

Symbol Name Mer Price(Change) Market Cap
SOXL Direxion Daily Semiconductor B.. 1.10 %

-3.97 (-10.45%)

USD 11.35B
QLD ProShares Ultra QQQ 0.95 %

-1.59 (-1.51%)

USD 7.34B
FNGU MicroSectors FANG+ Index 3X Le.. 0.00 %

-1.52 (-0.32%)

USD 5.84B
SSO ProShares Ultra S&P500 0.90 %

-0.58 (-0.63%)

USD 5.40B
UPRO ProShares UltraPro S&P500 0.92 %

-0.81 (-0.91%)

USD 4.05B
TECL Direxion Daily Technology Bull.. 1.17 %

-4.47 (-4.70%)

USD 3.44B
YINN Direxion Daily FTSE China Bull.. 1.02 %

-1.27 (-3.67%)

USD 2.18B
USD ProShares Ultra Semiconductors 0.95 %

-5.82 (-4.10%)

USD 1.31B
LABU Direxion Daily S&P Biotech Bul.. 1.14 %

-0.42 (-0.33%)

USD 0.91B
DPST Direxion Daily Regional Banks .. 1.02 %

+3.41 (+3.07%)

USD 0.74B

ETFs Containing UYG

N/A

Market Performance

  Market Performance vs. Industry/Classification (Trading--Leveraged Equity) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 22.57% 67% D+ 91% A-
Dividend Return 0.07% 13% F 2% F
Total Return 22.64% 64% D 90% A-
Trailing 12 Months  
Capital Gain 58.64% 76% C+ 93% A
Dividend Return 0.89% 31% F 9% A-
Total Return 59.53% 73% C 92% A
Trailing 5 Years  
Capital Gain 57.31% 64% D 72% C
Dividend Return 10.61% 89% A- 40% F
Total Return 67.92% 66% D+ 72% C
Average Annual (5 Year Horizon)  
Capital Gain 15.11% 48% F 79% B-
Dividend Return 17.00% 49% F 79% B-
Total Return 1.90% 89% A- 44% F
Risk Return Profile  
Volatility (Standard Deviation) 53.42% 72% C 17% F
Risk Adjusted Return 31.83% 64% D 54% F
Market Capitalization 0.75B 81% B- 50% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.