Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPXE (ProShares S&P 500 Ex-Energy ETF) | 7.97% | 25.45% | 21.77% | 13.09% | 15.39% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/24/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPXE (ProShares S&P 500 Ex-Energy ETF) | 09/24/2015 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.51 | 25.45 | 21.77 | 13.09 | 15.39 | NA | NA | … | … | 7.97 | 18.02 | 25.72 | 27.72 | -20.58 | 27.94 | 20.62 | 32.46 | -5.54 | 24.99 | 10.10 | 7.21 |
| Sharpe Ratio | NA | 2.15 | 1.35 | 0.67 | 0.81 | NA | NA | … | … | 1.79 | 0.81 | 1.74 | 1.86 | -0.92 | 2.21 | 0.65 | 2.50 | -0.42 | 3.59 | 0.74 | 1.81 |
| Standard Deviation(%) | NA | 12.45 | 15.00 | 16.89 | 17.43 | NA | NA | … | … | 14.46 | 18.71 | 12.73 | 13.09 | 24.05 | 12.63 | 31.32 | 12.42 | 16.42 | 6.80 | 13.35 | 16.26 |
| Draw Down(%) | NA | 10.10 | 18.90 | 26.49 | 32.27 | NA | NA | … | … | 10.10 | 18.90 | 8.71 | 10.24 | 26.38 | 5.55 | 32.27 | 6.63 | 18.59 | 1.89 | 10.55 | 3.44 |
| Yield(%) | 0.00 | 1.16 | 1.02 | 1.10 | 2.16 | 1.65 | 1.23 | … | … | 0.24 | 1.16 | 0.82 | 1.63 | 1.16 | 1.21 | 1.37 | 1.80 | 1.49 | 2.01 | 1.69 | 0.55 |
Data as of 06/05/2026, Common starting date is 09/24/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPXE (ProShares S&P 500 Ex-Energy ETF) |
6.23%
Mar 2017 – Mar 2020 |
8.93%
Dec 2017 – Dec 2022 |
14.08%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPXE (ProShares S&P 500 Ex-Energy ETF) |
26.91%
Dec 2018 – Dec 2021 |
19.49%
Oct 2016 – Oct 2021 |
15.82%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart