SPXU

ProShares UltraPro Short S&P500
*Unless otherwise stated, data provided by FactSet.

SPXU Fund Description

SPXU provides (-3x) exposure to a market-cap weighted index of 500 of the largest and most liquid US companies.

SPXU Factset Analytics Insight

SPXU delivers a very aggressive single-day bet against the S&P 500, ratcheting up the leverage to provide 3x inverse exposure to the widely followed index. The fund, like most geared inverse products, is designed to deliver its -3x exposure to the S&P 500—a cap-weighted basket of 500 of the largest firms in the US—for just one trading day. Holding it for a period longer than that will introduce the effects of compounding, a dynamic that’s increasingly pronounced as you add more leverage to the strategy. The tool is designed to be held for no more than one day or your position will need to be adjusted daily.SPXU typically enjoys very strong liquidity, which is paramount for a product of this nature.

SPXU MSCI ESG Analytics Insight

ProShares UltraPro Short S&P500 has an MSCI ESG Fund Rating of A based on a score of 6.70 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. ProShares UltraPro Short S&P500 ranks in the 84th percentile within its peer group and in the 79th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

SPXU CHARTS AND PERFORMANCE

  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
COMPARE
RESET
Select ETFs to compare their performance:
PERFORMANCE [as of 07/18/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
SPXU -9.14% -9.24% -42.38% -25.17% -34.20% -32.17% -41.08%
SPXU (NAV) -7.49% -9.77% -43.10% -25.56% -34.25% -31.90% -41.13%
S&P 500 2.79% 3.61% 20.80% 8.55% 13.66% 10.92% -41.13%
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

SPXU Summary Data

ProShares
06/25/09
Open-Ended Fund
0.91%
$558.56M
0.03%

SPXU Portfolio Data

2.41%
09/25/19

SPXU Index Data

S&P 500
Market Cap
Committee
N/A

SPXU Fund Structure

Yes
No
No Policy
N/A
N/A
Low
-3
Daily

SPXU Tax Exposures

20.00% / 39.60%
--
No
Cboe Book Viewer
TOP OF BOOK
LAST 10 TRADES
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

SPXU Factset Analytics Block Liquidity

As of 07/19/19
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of SPXU. SPXU is rated a 5 out of 5.

SPXU Tradability

4,819,532
$143.83M
4,561,866
$123.70M
0.03%
$0.01
0.00%
0.49% / -0.41%
None
0.00%
50,000
91.24
0.02%
--
81,371
$26.32
5

SPXU MSCI ESG Ratings

A
6.70 / 10
78.85
83.58
--
--
--

Options Strategies for Outcome Investing

Options allow you to customize investment outcomes. Using the strategy builders provided by Cboe Vest Technologies, you can construct some of the most common option strategies. Check out our user guide for more information on how to use the tool.

A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.