SPXU:ARCA-ProShares UltraPro Short S&P500 (USD)

ETF | Trading--Inverse Equity | NYSE Arca

Last Closing

USD 19.72

Change

+0.89 (+4.73)%

Market Cap

USD 0.76B

Volume

0.02B

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 three times the inverse (-3x) of the daily performance of the S&P 500?. The fund invests in derivatives that ProShare Advisors believes, in combination, should have similar daily return characteristics as three times the inverse (-3x) of the daily return of the index. The index is a measure of large-cap U.S. stock market performance. It is a float-adjusted, market capitalization-weighted index of 500 U.S. operating companies and real estate investment trusts selected through a process. The fund is non-diversified.

Inception Date: 23/06/2009

Primary Benchmark: S&P 500 TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.91%

Management Expense Ratio: 0.91 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-01-27 )

Largest Industry Peers for Trading--Inverse Equity

Symbol Name Mer Price(Change) Market Cap
SH ProShares Short S&P500 0.89 %

-0.10 (-0.84%)

USD 1.04B
SOXS Direxion Daily Semiconductor B.. 0.97 %

-0.12 (-3.59%)

USD 0.91B
SPXS Direxion Daily S&P 500® Bear .. 0.95 %

-0.20 (-2.24%)

USD 0.63B
SDS ProShares UltraShort S&P500 0.89 %

-0.40 (-1.58%)

USD 0.61B
PSQ ProShares Short QQQ 0.95 %

-0.02 (-0.23%)

USD 0.60B
TZA Direxion Daily Small Cap Bear .. 0.95 %

-1.16 (-6.41%)

USD 0.41B
SDOW ProShares UltraPro Short Dow30 0.95 %

-0.55 (-3.37%)

USD 0.33B
QID ProShares UltraShort QQQ 0.95 %

-0.06 (-0.67%)

USD 0.26B
RWM ProShares Short Russell2000 0.95 %

-0.43 (-2.09%)

USD 0.21B
SPDN Direxion Daily S&P 500® Bear .. 0.45 %

-0.10 (-0.81%)

USD 0.19B

ETFs Containing SPXU

N/A

Market Performance

  Market Performance vs. Industry/Classification (Trading--Inverse Equity) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -1.50% 25% F 38% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.50% 25% F 37% F
Trailing 12 Months  
Capital Gain -48.65% 15% F 4% F
Dividend Return 1.12% 64% D 18% F
Total Return -47.53% 15% F 4% F
Trailing 5 Years  
Capital Gain -87.44% 24% F 2% F
Dividend Return 0.72% 58% F 3% F
Total Return -86.72% 24% F 2% F
Average Annual (5 Year Horizon)  
Capital Gain -32.04% 23% F 1% F
Dividend Return -31.51% 23% F 1% F
Total Return 0.53% 93% A 13% F
Risk Return Profile  
Volatility (Standard Deviation) 14.45% 62% D 54% F
Risk Adjusted Return -218.10% 13% F N/A F
Market Capitalization 0.76B 97% N/A 46% 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:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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.