UDOWProShares UltraPro Dow30

Take a bet16y track recordRanked #40 of 995 in this goal

Seeks daily investment results that correspond to 3x the daily performance of the Dow Jones Industrial Average.

By ProShares · Launched 2010

Annual Cost

0.95%

#5,033 of 6,040 · expensive

Fund Size

$865M

#1,265 of 6,040 · large

Return (1Y)

+30.3%

Track Record

16 years

#747 of 6,040 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,357+23.6%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Strategy

Leveraged

Index tracked

Dow Jones Industrial Average

Holdings

By weight

Concentration

synthetic exposure — holdings shown are derivatives collateral, not the fund's positions

ProShares GENIUS Money Market ETF

15.9%

Goldman Sachs Group, Inc. (The)

6.8%

United States of America

6.4%

Caterpillar, Inc.

5.9%

Microsoft Corp.

3.1%

Amgen, Inc.

3.1%

Home Depot, Inc. (The)

3.0%

Sherwin-Williams Co. (The)

2.9%

United States of America

2.7%

McDonald's Corp.

2.7%

Asset allocation

Stocks

67.3%

Cash

28.2%

Other

4.6%

By sector

Financial Services

27.5%

Technology

18.4%

Industrials

15.6%

Healthcare

13.8%

Consumer Cyclical

9.9%

Communication

5.0%

Basic Materials

3.8%

Consumer Defensive

3.8%

Other

2.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

37.7%High

Year-on-year price swings

Max drawdown

-80.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.79Decent risk-adjusted returns

Sortino (3Y)

1.16Good downside protection

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks daily investment results that correspond to 3x the daily performance of the Dow Jones Industrial Average.
Strategy: Invests in financial instruments to achieve daily returns consistent with the Daily Target, obtaining leveraged exposure to at least 80% of its total assets in the largest U.S. companies. Uses derivatives like swaps and futures to amplify returns based on the Index's performance.
Inception date: February 9, 2010
Fund family: ProShares