UPRO

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

UPRO Fund Description

UPRO provides 3x leveraged daily exposure to a market-cap-weighted index of the largest and most liquid US companies.

UPRO Factset Analytics Insight

As a leveraged product, UPRO is not a buy-and-hold ETF; it’s a short-term tactical instrument. Like many leveraged funds, it delivers its 3x exposure only over a one-day holding period. Over longer periods, returns can vary significantly from its headline 3x exposure to the S&P 500. The 500 underlying companies are some of the most well-known firms in the world. As a short-term instrument, the total cost of owning UPRO is more dependent on liquidity than management costs. Fortunately, UPRO is extremely liquid with strong daily volume and tight trading spreads. UPRO’s liquidity makes it an excellent ETF for leveraged 3x exposure to the S&P 500, but knowledge of the benefits, risks and pitfalls of geared products is paramount.

UPRO MSCI ESG Analytics Insight

ProShares UltraPro S&P500 has an MSCI ESG Fund Rating of BBB based on a score of 5.62 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 S&P500 ranks in the 55th percentile within its peer group and in the 62nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

UPRO Charts And Performance

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PERFORMANCE [as of 12/03/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
UPRO 2.83% 19.74% 78.16% 26.67% 34.78% 22.55% 31.94%
UPRO (NAV) 4.78% 19.59% 81.85% 33.32% 35.72% 23.31% 30.45%
S&P 500 1.07% 6.95% 25.70% 13.11% 14.44% 10.57% 30.45%
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

UPRO Summary Data

ProShares
06/25/09
Open-Ended Fund
0.92%
$1.38B
0.02%

UPRO Portfolio Data

0.46%
12/24/19

UPRO Index Data

S&P 500
Market Cap
Committee
N/A

UPRO Fund Structure

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

UPRO Tax Exposures

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

UPRO Factset Analytics Block Liquidity

As of 12/04/19
5
4
3
2
1

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

UPRO Tradability

2,873,324
$162.54M
2,521,671
$142.78M
0.02%
$0.01
0.02%
0.24% / -0.31%
None
0.00%
50,000
50.43
0.01%
--
80,580
$62.93
5

UPRO MSCI ESG Ratings

5.62 / 10
62.37
54.54
9.46%
4.63%
184.51

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.