UPW

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

UPW Fund Description

UPW provides 2x leveraged exposure to a price-weighted index that measures the performance of large US utilities companies.

UPW Factset Analytics Insight

As a levered product, UPW is not a buy-and-hold ETF; it’s a short-term tactical instrument. Like many levered funds, it promises 2x exposure only for 1 day. Over longer periods, returns can vary significantly from 2x exposure to its underlying index. The companies from UPW’s underlying index transport much of the elements we use on a daily basis including electricity, natural gas, oil and water. As a short-term product that’s designed to provide exposure for 1 day, total costs are heavily weighted toward trading costs. UPW’s liquidity is suboptimal with middling volume and volatile spreads.

UPW MSCI ESG Analytics Insight

ProShares Ultra Utilities has an MSCI ESG Fund Rating of A based on a score of 6.77 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 Utilities ranks in the 83th percentile within its peer group and in the 92nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

UPW 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 11/21/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
UPW -4.30% 2.47% 39.90% 33.76% 23.94% 16.53% 21.66%
UPW (NAV) -4.34% 2.50% 39.00% 33.47% 23.85% 16.58% 21.66%
DJ Global United States (All) / Utilities -IND -1.98% 1.86% 20.83% 18.92% 14.05% 10.53% 21.66%
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

UPW Summary Data

ProShares
01/30/07
Open-Ended Fund
0.95%
$36.42M
0.27%

UPW Portfolio Data

0.69%
12/24/19

UPW Index Data

Market Cap
Market Cap
N/A

UPW Fund Structure

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

UPW Tax Exposures

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

UPW Factset Analytics Block Liquidity

As of 11/22/19
5
4
3
2
1

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

UPW Tradability

11,245
$760.99K
8,748
$593.63K
0.27%
$0.18
-0.02%
0.56% / -0.62%
None
0.00%
25,000
0.35
0.02%
--
0
$65.71
N/A

UPW MSCI ESG Ratings

A
6.77 / 10
92.47
82.78
47.91%
4.19%
--