UPRO ProShares UltraPro S&P500

*Unless otherwise stated, data provided by FactSet.

What is UPRO?

UPRO provides 3x leveraged daily exposure to a market cap-weighted index of large-cap and mid-cap US companies selected by the S&P Committee.

UPRO Factset Analytics Insight

UPRO, as a leveraged product, 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, knowledge of the benefits, risks and pitfalls of geared products is paramount.

PERFORMANCE [as of 03/27/23] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
UPRO -1.41% 8.02% 7.49% -44.84% 39.04% 11.21% 22.27%
UPRO (NAV) -1.55% 7.95% 7.38% -44.91% 39.00% 11.18% 22.26%
S&P 500 0.03% 4.33% 4.03% -10.94% 18.01% 10.70% 11.92%
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
0.91%
$2.23B
0.03%

UPRO Portfolio Data

0.62%
N/A

UPRO Index Data

S&P 500
Market Cap
Committee
N/A

UPRO Fund Structure

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

UPRO Tax Exposures

20.00% / 39.60%
--
No

UPRO Factset Analytics Block Liquidity

As of 03/28/23
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

11,845,906
$432.26M
10,928,039
$411.65M
0.03%
$0.01
0.02%
0.32% / -0.38%
None
100.00%
50,000
218.56
0.00%
--
118,535
$35.09
5