SPYUMAX S&P 500 4X Leveraged ETN
Seeks to provide a return linked to a four times leveraged participation in the daily performance of the S&P 500® Total Return Index.
By Bank of Montreal · Launched 2023
Annual Cost
0.00%
#6,040 of 6,040 · expensive
Fund Size
$559M
#1,579 of 6,040 · large
Return (1Y)
+28.6%
Track Record
2 years
#3,248 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$12,922+29.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightAsset allocation
Stocks
100.0%
By sector
Financial Services
18.3%
Healthcare
17.0%
Consumer Cyclical
15.1%
Communication
13.0%
Industrials
11.1%
Consumer Defensive
8.6%
Energy
4.8%
Utilities
3.9%
Other
8.2%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
50.9%High
Year-on-year price swings
Max drawdown
-62.3%Severe
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks to provide a return linked to a four times leveraged participation in the daily performance of the S&P 500® Total Return Index.
- Strategy
- Offers a four times leveraged exposure to the performance of the S&P 500® Total Return Index, calculated daily. Not suitable for long-term investment; designed for daily trading by sophisticated investors.
- Inception date
- December 4, 2023
- Fund family
- Bank of Montreal
Similar funds
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Data updated on 2026-09-18