NRGUMicrosectors U.S. Big Oil 3x Leveraged ETNs
Seeks to provide 3x leveraged exposure to the Solactive MicroSectors U.S. Big Oil Index.
By BMO Capital Markets · Launched 2025
Annual Cost
0.35%
#1,699 of 6,035 · low cost
Fund Size
$78M
#3,317 of 6,035 · mid-size
Return (1Y)
+243.3%
Track Record
1 year
#4,112 of 6,035 · young
Performance
Total-return NAV · USDGrowth of $10,000
$32,014+220.1%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaStrategy
Leveraged
Sector
EnergyIndex tracked
Solactive MicroSectors US Big Oil Index
Holdings
By weightConcentration
synthetic exposure — holdings shown are derivatives collateral, not the fund's positions
Marathon Petroleum CorpMPC
10.5%
Valero Energy CorpVLO
10.4%
Phillips 66PSX
10.3%
Chevron CorpCVX
10.1%
ConocoPhillipsCOP
9.9%
Devon Energy CorpDVN
9.9%
Occidental Petroleum CorpOXY
9.9%
ExxonMobil Holdings CorpXOM
9.7%
Diamondback Energy IncFANG
9.6%
EOG Resources IncEOG
9.6%
Asset allocation
Stocks
100.0%
By sector
Energy
100.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
79.7%High
Year-on-year price swings
Max drawdown
-99.0%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.21Below average
Sortino (3Y)
0.25Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks to provide 3x leveraged exposure to the Solactive MicroSectors U.S. Big Oil Index.
- Strategy
- Tracks the performance of 10 of the largest U.S. stocks in the Upstream Energy, Integrated Oil and Gas Exploration and Production, and Downstream and Midstream Energy sectors, providing 3x leveraged exposure. The index is equally weighted and includes dividends in its total return calculation.
- Inception date
- February 20, 2025
- Fund family
- BMO Capital Markets
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Data updated on 2026-09-18