Performance analysis of UPW (PROSHARES ULTRA UTILITIES)
Annual Return
Over the past 3 years, UPW has had an average annual return of +17.77%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, UPW has had an average annual return of +9.51%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, UPW has had an average annual return of +9.86%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Feb 1, 2007, UPW has had an average annual return of +9.48%, underperforming the benchmark SPY, which returned +10.97% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.01% | +23.61% | +37.66% | -22.34% | -4.59% | +32.57% | -17.19% | +48.59% | +2.34% | +22.55% | +29.22% | -12.53% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| +59.96% | +29.96% | -1.10% | +35.25% | +11.47% | +19.19% | -58.86% | +26.28% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.85% | +21.07% | -7.21% | +3.32% | -10.63% | -2.49% | +3.01% | ||||||
| 2025 | +5.23% | +2.59% | +0.09% | -1.35% | +6.98% | +0.04% | +9.20% | -3.59% | +7.78% | +3.87% | +2.83% | -10.60% | +23.61% |
| 2024 | -6.55% | +1.31% | +12.55% | +2.52% | +17.35% | -11.32% | +13.36% | +9.01% | +12.74% | -2.62% | +6.43% | -16.14% | +37.66% |
| 2023 | -4.39% | -11.44% | +7.92% | +3.13% | -12.06% | +2.62% | +3.86% | -12.48% | -12.00% | +1.25% | +9.54% | +2.92% | -22.34% |
| 2022 | -6.40% | -4.07% | +20.51% | -9.01% | +8.72% | -11.03% | +11.29% | +0.17% | -21.95% | +3.80% | +13.12% | -1.93% | -4.59% |
| 2021 | -2.19% | -11.18% | +21.41% | +7.28% | -4.74% | -4.21% | +7.19% | +7.49% | -11.85% | +9.44% | -3.30% | +19.44% | +32.57% |
| 2020 | +12.58% | -20.69% | -25.91% | +4.45% | +6.94% | -9.67% | +14.09% | -5.04% | +0.73% | +8.76% | +3.09% | +1.40% | -17.19% |
| 2019 | +7.82% | +7.47% | +5.01% | +1.64% | -2.97% | +6.80% | -1.21% | +9.67% | +7.72% | -2.05% | -4.49% | +6.19% | +48.59% |
| 2018 | -7.42% | -7.21% | +7.65% | +4.52% | -1.89% | +5.59% | +1.80% | +2.74% | -2.04% | +3.77% | +5.76% | -9.10% | +2.34% |
| 2017 | +2.59% | +11.18% | -1.34% | +0.79% | +10.17% | -7.19% | +5.39% | +6.59% | -4.97% | +7.14% | +4.51% | -11.59% | +22.55% |
Drawdown analysis of UPW (PROSHARES ULTRA UTILITIES)
The maximum drawdown for the UPW was -77.75%, occurring on Mar 9, 2009. Recovery took 1245 trading sessions.
The current UPW drawdown is -16.46%.
Since Feb 1, 2007 UPW has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 4 times
- 20% or more: 9 times
- 10% or more: 17 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -77.75% | Dec 10, 2007 | 312 | Mar 9, 2009 | 1245 | Feb 18, 2014 | 1557 |
| -62.67% | Feb 18, 2020 | 24 | Mar 23, 2020 | 512 | Apr 1, 2022 | 536 |
| -49.41% | Sep 12, 2022 | 265 | Oct 2, 2023 | 250 | Sep 30, 2024 | 515 |
| -31.05% | Jan 29, 2015 | 152 | Sep 4, 2015 | 132 | Mar 16, 2016 | 284 |
| -29.26% | Apr 8, 2022 | 48 | Jun 17, 2022 | 39 | Aug 15, 2022 | 87 |
| -26.93% | Nov 14, 2017 | 58 | Feb 8, 2018 | 206 | Dec 3, 2018 | 264 |
| -25.07% | May 21, 2007 | 61 | Aug 16, 2007 | 77 | Dec 5, 2007 | 138 |
| -24.64% | Jul 6, 2016 | 92 | Nov 14, 2016 | 130 | May 23, 2017 | 222 |
| -22.91% | Nov 27, 2024 | 88 | Apr 8, 2025 | 70 | Jul 21, 2025 | 158 |
| -19.15% | Feb 27, 2026 | 64 | Jun 1, 2026 | Ongoing | Ongoing | Ongoing |
| -18.94% | Oct 15, 2025 | 57 | Jan 7, 2026 | 32 | Feb 24, 2026 | 89 |
| -18.13% | Jun 30, 2014 | 26 | Aug 6, 2014 | 56 | Oct 24, 2014 | 82 |
| -17.57% | Dec 13, 2018 | 7 | Dec 24, 2018 | 40 | Feb 22, 2019 | 47 |
| -12.37% | Oct 16, 2024 | 13 | Nov 4, 2024 | 16 | Nov 26, 2024 | 29 |
| -11.25% | Sep 26, 2019 | 32 | Nov 11, 2019 | 44 | Jan 15, 2020 | 76 |
| -11.13% | Aug 4, 2025 | 24 | Sep 8, 2025 | 17 | Oct 1, 2025 | 41 |
| -10.66% | Apr 1, 2016 | 14 | Apr 21, 2016 | 30 | Jun 3, 2016 | 44 |
| -9.71% | Jun 16, 2017 | 13 | Jul 6, 2017 | 25 | Aug 10, 2017 | 38 |
| -9.52% | Feb 26, 2007 | 5 | Mar 5, 2007 | 12 | Mar 21, 2007 | 17 |
| -9.51% | Dec 29, 2014 | 4 | Jan 5, 2015 | 14 | Jan 26, 2015 | 18 |
| -8.65% | Sep 11, 2017 | 16 | Oct 3, 2017 | 25 | Nov 7, 2017 | 41 |
| -8.65% | Aug 19, 2022 | 8 | Aug 31, 2022 | 7 | Sep 12, 2022 | 15 |
| -8.19% | Apr 28, 2014 | 17 | May 21, 2014 | 19 | Jun 18, 2014 | 36 |
| -7.21% | Oct 2, 2024 | 6 | Oct 10, 2024 | 4 | Oct 16, 2024 | 10 |
| -6.71% | Jun 21, 2019 | 30 | Aug 5, 2019 | 10 | Aug 19, 2019 | 40 |