ProShares UltraPro Short S&P500 SPXU

About this Fund

The fund invests in financial instruments that ProShare Advisors believes, in combination, should produce daily returns consistent with the Daily Target. The index is designed to measure the performance of the 500 largest companies listed and domiciled in the U.S. Under normal circumstances, the fund will obtain inverse leveraged exposure to at least 80% of its total assets in components of the index or in instruments with similar economic characteristics. The fund is non-diversified.

Investment Strategy & Highlights

• Theme: Tracks Inverse S&P 500 (-3x).
• Category: Trading--Inverse Equity · managed by ProShares.
• Diversification: 1 top holdings reported; the top 10 positions account for 68.6% of the portfolio.
• Largest position: ProShares GENIUS Money Market ETF (IQMM) at 68.61%.
• Geographic exposure: United States (68.6%) .
• Cost: Expense ratio of 0.90% — moderate for this category.
• Income: Distributes a yield of approximately 6.87%.
• Track record: 3Y avg -44.52% · 5Y avg -35.29% per year.
• Trading: Listed on PCX, denominated in USD.

Curated from issuer disclosures, fund factsheets, and public market data. Figures are illustrative and not investment advice.

Key Facts

Performance Returns

Total price return over each window. 3Y/5Y use weekly close history; shorter windows use daily closes.

Risk & Volatility

Volatility = stdev of daily returns × √252. Sharpe-like = annualized mean / annualized vol (rf = 0%). Educational estimates from 1-year price history.

Technical Trend

Signal: Bearish (price < SMA50 < SMA200)

Computed from daily close history. SMA-50 above SMA-200 is the classic “golden cross” trend regime. RSI > 70 overbought · RSI < 30 oversold.

Top Holdings (1)

Top holdings as reported by the fund issuer; full list of constituents may not be available.