UGE

ProShares Ultra Consumer Goods
*Unless otherwise stated, data provided by FactSet.

UGE Fund Description

UGE provides 2x exposure to a market-cap weighted index of companies that produce consumer goods such as autos, household products, cosmetics, food and tobacco.

UGE Factset Analytics Insight

As a levered product, UGE is not a buy-and-hold ETF; it’s a short-term tactical instrument. Like many levered funds, it promises 2x exposure only for one day. Over longer periods, returns can vary significantly from 2x exposure to its underlying index. The top companies in UGE’s underlying index are some of the most well-known companies in the world including Coca-Cola, Ford, Colgate and Nike. Investors considering UGE would be wise to look past the fund’s expense ratio and instead focus on its liquidity, which, as a short-term product, will likely comprise a larger portion of total costs. Buying and selling UGE could be an expensive affair, as its average spread is wide.

UGE MSCI ESG Analytics Insight

ProShares Ultra Consumer Goods has an MSCI ESG Fund Rating of A based on a score of 6.05 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 Ultra Consumer Goods ranks in the 67th percentile within its peer group and in the 82nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

UGE Charts And Performance

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PERFORMANCE [as of 11/14/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
UGE 3.49% 11.91% 43.78% 18.55% 12.70% 9.88% 20.45%
UGE (NAV) 3.35% 12.14% 42.15% 18.17% 12.40% 9.81% 20.40%
DJ Global United States (All) / Consumer Goods -IND 1.81% 6.55% 22.12% 11.89% 8.51% 7.00% 20.40%
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

UGE Summary Data

ProShares
01/30/07
Open-Ended Fund
0.95%
$7.27M
0.19%

UGE Portfolio Data

0.97%
12/24/19

UGE Index Data

Market Cap
Market Cap
N/A

UGE Fund Structure

Yes
No
No Policy
N/A
N/A
High
2
Daily

UGE Tax Exposures

20.00% / 39.60%
--
No
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

UGE Factset Analytics Block Liquidity

As of 11/15/19
5
4
3
2
1

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

UGE Tradability

805
$44.18K
334
$22.48K
0.19%
$0.09
-0.04%
3.82% / -2.03%
None
0.00%
25,000
0.01
0.02%
--
0
$48.45
N/A

UGE MSCI ESG Ratings

A
6.05 / 10
81.72
66.58
9.20%
13.63%
64.80