Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPXN (ProShares S&P 500 Ex-Financials ETF) | 8.30% | 25.15% | 20.85% | 13.71% | 15.70% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/24/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPXN (ProShares S&P 500 Ex-Financials ETF) | 09/24/2015 | 06/10/2026 |
| 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 (%) | -4.65 | 25.15 | 20.85 | 13.71 | 15.70 | NA | NA | … | … | 8.30 | 18.73 | 24.35 | 28.57 | -18.89 | 27.04 | 22.18 | 31.50 | -3.88 | 20.84 | 8.80 | 9.40 |
| Sharpe Ratio | NA | 2.08 | 1.22 | 0.68 | 0.80 | NA | NA | … | … | 1.53 | 0.82 | 1.56 | 1.95 | -0.85 | 2.06 | 0.67 | 2.37 | -0.31 | 2.95 | 0.64 | 3.67 |
| Standard Deviation(%) | NA | 13.06 | 15.48 | 17.19 | 17.77 | NA | NA | … | … | 15.05 | 19.29 | 13.33 | 12.89 | 24.12 | 13.13 | 32.41 | 12.66 | 16.91 | 6.87 | 13.37 | 10.75 |
| Draw Down(%) | NA | 9.26 | 19.57 | 24.47 | 32.10 | NA | NA | … | … | 9.26 | 19.57 | 9.23 | 9.64 | 24.38 | 5.72 | 32.10 | 7.07 | 18.60 | 2.26 | 11.83 | 0.16 |
| Yield(%) | 0.00 | 1.13 | 0.95 | 1.07 | 2.18 | 1.67 | 1.26 | … | … | 0.23 | 1.15 | 0.83 | 1.52 | 1.08 | 1.20 | 1.30 | 1.81 | 1.67 | 1.83 | 2.75 | 0.57 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| SPXN (ProShares S&P 500 Ex-Financials ETF) |
5.99%
Mar 2017 – Mar 2020 |
9.74%
Dec 2017 – Dec 2022 |
14.79%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPXN (ProShares S&P 500 Ex-Financials ETF) |
26.85%
Dec 2018 – Dec 2021 |
18.84%
Dec 2016 – Dec 2021 |
16.27%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart