UYG:ARCA-ProShares Ultra Financials

ETF | Trading--Leveraged Equity | NYSE Arca

Last Closing

USD 34.8

Change

0.00 (0.00)%

Market Cap

USD 0.75B

Volume

0.05M

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 two times (2x) the daily performance of the Dow Jones U.S. FinancialsSM Index. The fund invests in securities and derivatives that ProShare Advisors believes, in combination, should have similar daily return characteristics as two times (2x) the daily return of the index. The index measures the performance of the financial services sector of the U.S. equity market. The fund is non-diversified.

Inception Date: 30/01/2007

Primary Benchmark: DJ US Financial TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.97%

Management Expense Ratio: 0.95 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
BRK.B Berkshire Hathaway Inc. 6.54 %
JPM JP Morgan Chase & Co. 5.91 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-01-12 )

Largest Industry Peers for Trading--Leveraged Equity

Symbol Name Mer Price(Change) Market Cap
SSO ProShares Ultra S&P500 0.90 %

N/A

USD 2.34B
QLD ProShares Ultra QQQ 0.95 %

N/A

USD 1.79B
FAS Direxion Financial Bull 3X Sha.. 1.04 %

N/A

USD 1.49B
UPRO ProShares UltraPro S&P 500 0.92 %

N/A

USD 1.30B
NUGT Direxion Daily Gold Miners Ind.. 0.94 %

N/A

USD 1.28B
SPXL Direxion Daily S&P 500 Bull 3X.. 1.00 %

N/A

USD 0.95B
JNUG Direxion Daily Junior Gold Min.. 0.93 %

N/A

USD 0.82B
TNA Direxion Small Cap Bull 3X Sha.. 1.10 %

N/A

USD 0.70B
TECL Direxion Technology Bull 3X Sh.. 1.17 %

N/A

USD 0.69B
LABU Direxion Daily S&P Biotech Bul.. 1.14 %

N/A

USD 0.59B

ETFs Containing UYG

N/A

Market Performance

  Market Performance vs. Industry/Classification (Trading--Leveraged Equity) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 6.68% 22% F 66% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.68% 22% F 66% D
Trailing 12 Months  
Capital Gain -22.75% 63% D 23% F
Dividend Return 0.93% 76% C 15% F
Total Return -21.83% 63% D 21% F
Trailing 5 Years  
Capital Gain 74.82% 73% C 90% A-
Dividend Return 6.03% 71% C- 19% F
Total Return 80.85% 73% C 89% B+
Average Annual (5 Year Horizon)  
Capital Gain 20.92% 71% C- 92% A-
Dividend Return 21.74% 71% C- 92% A-
Total Return 0.82% 63% D 17% F
Risk Return Profile  
Volatility (Standard Deviation) 24.92% 70% C- 25% F
Risk Adjusted Return 87.24% 86% B 78% C+
Market Capitalization 0.75B 95% A 50% 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:
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.

Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:

There is nothing we particularly dislike