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 large- and mid-cap US companies selected by the S&P Committee.

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.

PERFORMANCE [as of 05/11/22] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
SPXU 34.54% 28.04% 55.50% -- -49.13% -42.80% -41.15%
SPXU (NAV) 34.42% 28.20% 55.80% -5.74% -49.16% -42.80% -41.14%
S&P 500 -10.74% -10.63% -17.03% -3.89% 12.80% 12.44% 13.49%
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
0.93%
$704.22M
0.07%

SPXU Portfolio Data

0.83%
N/A

SPXU Index Data

S&P 500
Market Cap
Committee
N/A

SPXU Fund Structure

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

SPXU Tax Exposures

20.00% / 39.60%
--
No

SPXU Factset Analytics Block Liquidity

As of 05/13/22
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

26,175,786
$393.69M
24,784,997
$360.09M
0.07%
$0.01
-0.07%
4.89% / -0.32%
None
99.00%
50,000
495.70
0.03%
--
111,480
$19.37
5

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.