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UYM: ProShares Ultra Basic Materials (ETF)
Basic Info 26.7 0.49(1.87%) May 03
Asset Class: | Trading-Leveraged Equity |
MyPlanIQ Rating: | (84%) |
Start Date: | 02/01/2007 |
Last Dividend Date: | 03/20/2024 |
12-Mo. Yield | 0.27% |
Expenses | 0.95% |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/01/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.3 | 7.2 | 21.9 | 3.0 | 15.0 | 8.4 | 14.0 | 4.0 | 17.5 | -23.1 | 54.6 | 16.6 | 35.1 | -35.7 | 51.5 | 36.5 | -27.1 | 2.9 | 38.7 | 14.8 | -36.6 | 57.4 | 126.8 | -83.5 | 40.5 |
Sharpe Ratio | NA | 0.83 | 0.67 | 0.01 | 0.12 | 0.1 | NA | 0.04 | 0.39 | -0.12 | 1.42 | 0.21 | 1.01 | -0.91 | 2.3 | 0.96 | -0.72 | 0.1 | 1.3 | 0.38 | -0.54 | 1.05 | 1.58 | -0.76 | 0.92 |
Draw Down(%) | NA | 10.5 | 25.6 | 78.6 | 78.6 | 78.6 | NA | 92.8 | 27.6 | 78.6 | 24.2 | 65.8 | 22.9 | 48.4 | 8.6 | 27.3 | 47.6 | 23.2 | 18.1 | 31.4 | 60.0 | 38.1 | 53.8 | 91.9 | 31.2 |
Standard Deviation(%) | NA | 25.8 | 29.4 | 120.9 | 101.4 | 75.8 | NA | 71.6 | 34.2 | 204.8 | 38.5 | 78.5 | 33.5 | 40.5 | 22.2 | 37.8 | 37.8 | 29.1 | 29.7 | 39.3 | 67.7 | 54.5 | 80.1 | 110.8 | 45.9 |
Treynor Ratio | NA | 0.16 | 0.11 | 0.01 | 0.05 | 0.03 | NA | 0.01 | 0.07 | -0.08 | 0.27 | 0.08 | 0.16 | -0.2 | 0.21 | 0.16 | -0.14 | 0.01 | 0.17 | 0.06 | -0.14 | 0.21 | 0.49 | -0.38 | 0.18 |
Alpha | NA | -0.01 | -0.06 | 0.28 | 0.16 | 0.05 | NA | 0.03 | -0.09 | 1.11 | -0.01 | 0.0 | -0.09 | -0.11 | -0.01 | 0.04 | -0.12 | -0.09 | -0.11 | -0.08 | -0.14 | 0.07 | 0.17 | -0.13 | 0.16 |
Beta | NA | 1.32 | 1.73 | 2.58 | 2.24 | 2.2 | NA | 2.33 | 1.97 | 2.99 | 2.05 | 2.02 | 2.14 | 1.89 | 2.38 | 2.31 | 2.01 | 2.17 | 2.24 | 2.7 | 2.7 | 2.73 | 2.57 | 2.23 | 2.4 |
RSquared | NA | 0.35 | 0.48 | 0.05 | 0.09 | 0.12 | NA | 0.24 | 0.57 | 0.05 | 0.49 | 0.81 | 0.64 | 0.64 | 0.51 | 0.65 | 0.68 | 0.73 | 0.71 | 0.76 | 0.88 | 0.82 | 0.78 | 0.7 | 0.76 |
Yield(%) | N/A | 0.1 | 0.5 | 0.3 | 0.7 | 0.7 | 2.1 | N/A | 0.3 | 0.3 | 0.8 | 0.7 | 1.6 | 0.6 | 0.6 | 0.8 | 0.3 | 0.5 | 5.3 | 0.6 | 0.0 | 0.1 | 1.1 | 6.8 | 9.2 |
Dividend Growth(%) | N/A | -57.1 | -33.3 | -45.7 | 35.8 | N/A | N/A | N/A | -75.9 | -50.0 | 41.5 | -47.4 | 73.3 | 60.7 | 3.7 | 80.0 | -31.8 | -89.2 | 968.4 | N/A | -100.0 | -77.8 | -97.2 | -4.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/01/2007
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