UPRO
UPRO is an exchange-traded fund (ETF) that aims to provide three times (3x) the daily return of the S&P 500 Index. It is a leveraged ETF designed to amplify the daily performance of the S&P 500, both on the upside and downside.
Asset Summary
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Asset Performance Metrics and Risk Characteristics:
Metrics below use daily returns for Jan 1, 2026 – Aug 23, 2026 (YTD).
Understanding asset performance is crucial for evaluating investment quality and making informed decisions. Metrics like trailing return and drawdown provide insights into how an asset has performed over time, its volatility, and the efficiency of its returns relative to risk. Performance indicators help assess the stability, risk, and reward of an investment, allowing investors and portfolio managers to make comparisons and strategize accordingly.
1 Month Trailing Return
10.10%
Represents the percentage change in asset value over the past month.
3 Month Trailing Return
2.76%
Indicates the percentage change in asset value over the last three months.
Period Max Drawdown
26.57%
The highest percentage drop from the peak value to the lowest point during the observed period.
Standard Deviation
41.82%
Shows how much the asset’s daily returns deviate from the average, annualized for the entire period.
Sharpe Ratio
1.09
Measures the average return earned in excess of the risk-free rate per unit of volatility, annualized.
Calmar Ratio
1.71
The ratio of the annualized return to the maximum drawdown, reflecting the return per unit of risk.
Asset Technical Analysis
Technical analysis involves evaluating an asset's price and volume data to forecast future movements and make informed trading decisions. Using indicators such as moving averages, pivot levels, momentum studies, and candlestick pattern scans can clarify trend strength and volatility. The tabs below summarize moving averages, pivots, technical indicators, candlestick patterns, and recent prices for this symbol.
Analysis
Moving Averages
Moving Averages are commonly used to smooth out price data and identify trends over a specific period. Here’s a summary of the latest moving averages for various periods:
| Type/Period | |
|---|---|
| SMA | |
| EMA | |
| WMA | |
| WEMA |
- SMA (Simple Moving Average): Reflects the average price over a specific number of periods.
- EMA (Exponential Moving Average): Gives more weight to recent prices, making it more responsive to new information.
- WMA (Weighted Moving Average): Assigns a weight to each price, emphasizing more recent prices.
- WEMA (Weighted Exponential Moving Average): Combines elements of both WMA and EMA for a more responsive moving average.
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Unlock Full Potential NowFrequently Asked Questions
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UPRO differs from other leveraged ETFs in its specific goal of providing three times the daily return of the S&P 500 Index. Other leveraged ETFs may focus on different indices or offer varying levels of leverage, such as 2x or 4x, and may employ different strategies or underlying assets.
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Similar ETFs to UPRO include ProShares Ultra S&P 500 ETF (SSO), which seeks to provide twice (2x) the daily return of the S&P 500 Index, and Direxion Daily S&P 500 Bull 3x Shares (SPXL), which also aims to deliver three times (3x) the daily performance of the S&P 500 Index.
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Key performance metrics for UPRO include its net asset value (NAV), expense ratio, total return, and tracking error. NAV represents the per-share value of the ETF, the expense ratio is the annual fee charged for managing the fund, total return measures overall performance including dividends, and tracking error shows how closely UPRO tracks its leveraged performance objective.
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Yes, UPRO can be held in retirement accounts such as IRAs or 401(k)s. Investors should consider their investment goals and risk tolerance given the leveraged and volatile nature of the fund.
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Factors affecting UPRO’s performance include market conditions, the performance of the S&P 500 Index, and the impact of leverage and daily rebalancing. Volatility and compounding effects can lead to performance deviations from the intended 3x return over time.
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UPRO is managed by ProShares. The fund uses leverage to seek to achieve three times the daily performance of the S&P 500 Index. This involves using financial derivatives such as futures contracts and swaps to achieve the leveraged exposure. The ETF is rebalanced daily to maintain the 3x leverage ratio.
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Investors can purchase shares of UPRO through a brokerage account, similar to other stocks and ETFs. It is traded on the New York Stock Exchange (NYSE) under the ticker symbol "UPRO."
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UPRO rebalances its portfolio daily to maintain its 3x leverage ratio relative to the S&P 500 Index. This frequent rebalancing is necessary to achieve the fund’s objective of providing three times the daily return.
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As of the latest update, UPRO has an expense ratio of approximately 0.92%. This fee covers the costs associated with managing the fund, including the cost of maintaining leverage.
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The historical performance of UPRO reflects its goal to provide three times the daily return of the S&P 500 Index. While it can achieve this objective over short periods, the long-term performance may vary due to the effects of leverage, daily rebalancing, and compounding.
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Disclaimers
The information displayed on this site is sourced from third-party providers and is believed to be reliable. OHLCX has not independently verified this data and does not guarantee its accuracy. Content is for educational and informational purposes only and is not financial or investment advice.
With any investment, your capital is at risk. Past performance is no guarantee of future results. Consult your provider's terms and privacy policies where applicable.
Market data is provided in near real-time when available, but we do not guarantee its accuracy or timeliness.
Securities products are: Not FDIC insured · Not bank guaranteed · May lose value
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