UYG:ARCA-ProShares Ultra Financials (USD)

ETF | Trading--Leveraged Equity | NYSE Arca

Last Closing

USD 73.24

Change

+0.36 (+0.49)%

Market Cap

USD 0.75B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

N/A

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: 2024-09-12 )

Largest Industry Peers for Trading--Leveraged Equity

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FNGU MicroSectors FANG+ Index 3X Le.. 0.00 %

-10.20 (-2.59%)

USD 5.13B
SSO ProShares Ultra S&P500 0.90 %

+0.27 (+0.31%)

USD 4.50B
UPRO ProShares UltraPro S&P500 0.92 %

+0.38 (+0.47%)

USD 3.53B
TECL Direxion Daily Technology Bull.. 1.17 %

-1.07 (-1.31%)

USD 2.51B
LABU Direxion Daily S&P Biotech Bul.. 1.14 %

N/A

USD 0.94B
USD ProShares Ultra Semiconductors 0.95 %

-3.65 (-3.22%)

USD 0.86B
DPST Direxion Daily Regional Banks .. 1.02 %

+3.49 (+3.67%)

USD 0.77B
YINN Direxion Daily FTSE China Bull.. 1.02 %

+0.32 (+1.53%)

USD 0.71B

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 32.68% 82% B 93% A
Dividend Return 0.27% 16% F 5% F
Total Return 32.95% 82% B 93% A
Trailing 12 Months  
Capital Gain 51.35% 80% B- 94% A
Dividend Return 0.79% 25% F 9% A-
Total Return 52.15% 79% B- 93% A
Trailing 5 Years  
Capital Gain 53.90% 65% D 75% C
Dividend Return 9.63% 89% A- 34% F
Total Return 63.53% 66% D+ 74% C
Average Annual (5 Year Horizon)  
Capital Gain 21.97% 54% F 84% B
Dividend Return 23.86% 54% F 84% B
Total Return 1.89% 89% A- 43% F
Risk Return Profile  
Volatility (Standard Deviation) 52.90% 75% C 17% F
Risk Adjusted Return 45.11% 76% C+ 63% D
Market Capitalization 0.75B N/A N/A N/A N/A

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 risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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.

What to not like:

There is nothing we particularly dislike