It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
UPRO: ProShares UltraPro S&P500 (ETF)
Basic Info 137.53 11.8(7.90%) June 05
| Asset Class: | Trading-Leveraged Equity |
| MyPlanIQ Rating: | (17%) |
| Start Date: | 06/25/2009 |
| Last Dividend Date: | 03/25/2026 |
| 12-Mo. Yield | 1.26% |
| Expenses | 0.91% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/25/2009 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -7.8 | 19.1 | 71.2 | 49.3 | 21.4 | 29.2 | 29.2 | 32.8 | 31.9 | 63.6 | 68.5 | -56.8 | 98.6 | 10.1 | 102.3 | -25.1 | 71.4 | 30.8 | -5.2 | 38.0 | 118.5 | 46.8 | -11.9 | 36.3 | 73.8 |
| Sharpe Ratio | NA | 1.16 | 1.88 | 1.05 | 0.37 | 0.5 | NA | 0.61 | 0.53 | 1.58 | 1.68 | -0.8 | 2.54 | 0.09 | 2.69 | -0.52 | 3.62 | 0.78 | -0.11 | 1.12 | 3.57 | 1.23 | -0.17 | 0.68 | 3.83 |
| Draw Down(%) | NA | 26.8 | 26.8 | 48.9 | 63.9 | 76.8 | NA | 76.8 | 48.9 | 24.4 | 30.2 | 63.9 | 15.2 | 76.8 | 19.5 | 50.3 | 7.9 | 29.0 | 33.4 | 21.0 | 16.6 | 27.3 | 51.7 | 42.9 | 16.6 |
| Standard Deviation(%) | NA | 41.4 | 36.4 | 44.1 | 50.4 | 54.6 | NA | 51.9 | 55.0 | 37.8 | 38.9 | 72.6 | 38.8 | 106.2 | 37.5 | 51.4 | 19.7 | 39.3 | 46.5 | 33.9 | 33.2 | 38.3 | 69.8 | 53.4 | 49.5 |
| Treynor Ratio | NA | 0.16 | 0.23 | 0.16 | 0.06 | 0.09 | NA | 0.11 | 0.1 | 0.2 | 0.22 | -0.2 | 0.33 | 0.03 | 0.34 | -0.09 | 0.24 | 0.1 | -0.02 | 0.13 | 0.4 | 0.16 | -0.04 | 0.12 | 0.65 |
| Alpha | NA | -0.02 | -0.02 | -0.02 | -0.02 | -0.01 | NA | -0.01 | -0.02 | -0.02 | -0.02 | -0.01 | 0.0 | -0.02 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 |
| Beta | NA | 2.96 | 2.94 | 2.96 | 2.97 | 2.97 | NA | 2.97 | 2.95 | 2.97 | 2.97 | 2.99 | 2.95 | 2.97 | 2.99 | 2.98 | 2.93 | 2.98 | 2.98 | 2.96 | 2.98 | 3.01 | 2.95 | 2.93 | 2.93 |
| RSquared | NA | 1.0 | 0.98 | 0.99 | 1.0 | 1.0 | NA | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 0.99 | 0.99 | 0.99 |
| Yield(%) | N/A | 0.2 | 1.2 | 1.8 | 0.5 | 1.5 | 3.8 | N/A | 1.1 | 1.5 | 1.2 | 0.1 | 0.1 | 0.1 | 0.8 | 0.5 | 0.0 | 0.2 | 0.3 | 0.3 | 0.1 | 0.1 | 0.0 | 0.2 | 0.2 |
| Dividend Growth(%) | N/A | -77.1 | 13.7 | 531.8 | 308.8 | N/A | N/A | N/A | 18.6 | 103.3 | 135.3 | 91.8 | 7.6 | -70.7 | 28.7 | N/A | -100.0 | -54.7 | 47.9 | 312.1 | 222.2 | 28.6 | -73.1 | 131.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/25/2009
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Trading-Leveraged Equity Asset Class Trend Rankings |
Top Rated Funds in Trading-Leveraged Equity
Best Mutual Funds
- RYEUX (EUROPE 1.25X STRATEGY FUND CLASS H) (100%)
- PMPIX (PRECIOUS METALS ULTRASECTOR PROFUND PRECIOUS METALS ULTRASECTOR PROFUND INVESTOR CLASS) (84%)
- BIPIX (BIOTECHNOLOGY ULTRASECTOR PROFUND BIOTECHNOLOGY ULTRASECTOR PROFUND INVESTOR CLASS) (83%)
- ENPIX (OIL & GAS ULTRASECTOR PROFUND OIL & GAS ULTRASECTOR PROFUND INVESTOR CLASS) (82%)
- UTPIX (UTILITIES ULTRASECTOR PROFUND UTILITIES ULTRASECTOR PROFUND INVESTOR CLASS) (81%)
- PHPIX (PHARMACEUTICALS ULTRASECTOR PROFUND PHARMACEUTICALS ULTRASECTOR PROFUND INVESTOR CLASS) (80%)
- HCPIX (HEALTH CARE ULTRASECTOR PROFUND HEALTH CARE ULTRASECTOR PROFUND INVESTOR CLASS) (80%)
- CNPIX (CONSUMER GOODS ULTRASECTOR PROFUND CONSUMER GOODS ULTRASECTOR PROFUND INVESTOR CLASS) (79%)
- UOPIX (Ultra Nasdaq-100 Profunds Investor Clas) (78%)
- TEPIX (TECHNOLOGY ULTRASECTOR PROFUND TECHNOLOGY ULTRASECTOR PROFUND INVESTOR CLASS) (77%)
Best ETFs
- ROM (ProShares Ultra Technology) (99%)
- ERX (Direxion Daily Energy Bull 2X Shares) (98%)
- FAS (Direxion Daily Financial Bull 3X Shares) (97%)
- SSO (ProShares Ultra S&P 500) (95%)
- TNA (Direxion Daily Small Cap Bull 3X Shares) (94%)
- LTL (ProShares Ultra Communication Services) (91%)
- RXL (ProShares Ultra Health Care) (91%)
- UCC (ProShares Ultra Consumer Discretionary) (90%)
- URE (ProShares Ultra Real Estate) (88%)
- DRN (Direxion Daily Real Estate Bull 3X Shares) (62%)
Latest Articles Related to UPRO
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
