UPWProShares Ultra Utilities
Seeks daily investment results that correspond to 2x the daily performance of the S&P Utilities Select Sector Index.
By ProShares · Launched 2007
Annual Cost
0.95%
#5,033 of 6,040 · expensive
Fund Size
$15M
#4,766 of 6,040 · small
Return (1Y)
-4.4%
Track Record
19 years
#425 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$10,193+1.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaStrategy
Leveraged
Sector
UtilitiesIndex tracked
S&P Utilities Select Sector Index
Holdings
By weightConcentration
synthetic exposure — holdings shown are derivatives collateral, not the fund's positions
NextEra Energy, Inc.
7.8%
N/A
7.2%
N/A
4.7%
N/A
4.6%
N/A
4.5%
Southern Co. (The)
4.3%
Constellation Energy Corp.
4.1%
Duke Energy Corp.
4.1%
N/A
3.5%
American Electric Power Co., Inc.
2.9%
Asset allocation
Stocks
65.0%
Cash
17.7%
Other
17.3%
By sector
Utilities
100.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
30.6%High
Year-on-year price swings
Max drawdown
-62.7%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.49Below average
Sortino (3Y)
0.69Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks daily investment results that correspond to 2x the daily performance of the S&P Utilities Select Sector Index.
- Strategy
- Invests in financial instruments to achieve daily returns consistent with the Daily Target, aiming for 2x exposure to the S&P Utilities Select Sector Index. Focuses on utilities companies in the U.S., leveraging derivatives and maintaining exposure through daily rebalancing.
- Inception date
- January 30, 2007
- Fund family
- ProShares
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Data updated on 2026-09-18