ProShares S&P MidCap 400 Dividend Aristocrats (REGL) Performance
REGL total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +8.5% since Dec 31, 2025
- 1 year
- +9.9% total return
- 5 years
- +7.2% a year
- 10 years
- +9.5% a year
- Since first price
- +9.5% a year since 2015
REGL trailing returns vs SPY, QQQ, AGG
| Period | REGL total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +1.6% | +1.6% | −1.0% | −5.0% | +0.9% |
| 3 months | −2.8% | −3.2% | +3.2% | +1.9% | −0.4% |
| 6 months | +0.5% | −0.4% | +7.8% | +8.4% | −1.5% |
| YTD | +8.5% | +6.8% | +12.3% | +15.1% | −1.0% |
| 1 year | +9.9% | +7.4% | +14.4% | +15.9% | −1.1% |
| 3 years | +51.1%+14.8%/yr | +40.7% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +41.6%+7.2%/yr | +25.6% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +148.2%+9.5%/yr | +97.7% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| Since inceptionFeb 5, 2015 | +188.9%+9.5%/yr | +124.2% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: REGL vs SPY
From Feb 5, 2015: REGL grew to $28,889, SPY to $44,747.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
REGL returns by calendar year
8 of 10 full years positive. Best 2016 (+29.7%), worst 2018 (−3.2%). 2026 is year to date.
REGL annual returns table
| Year | REGL | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +8.5% | −9.7% | +12.3% | +15.1% | −1.0% |
| 2025 | +6.9% | −12.6% | +17.7% | +20.8% | +7.2% |
| 2024 | +12.3% | −9.1% | +24.9% | +25.6% | +1.3% |
| 2023 | +5.4% | −15.3% | +26.2% | +54.9% | +5.7% |
| 2022 | −0.6% | −13.5% | −18.2% | −32.6% | −13.0% |
| 2021 | +20.4% | −9.0% | +28.7% | +27.4% | −1.8% |
| 2020 | +7.5% | −36.4% | +18.3% | +48.6% | +7.5% |
| 2019 | +18.8% | −6.8% | +31.2% | +39.0% | +8.5% |
| 2018 | −3.2% | −14.5% | −4.6% | −0.1% | +0.1% |
| 2017 | +10.2% | −4.7% | +21.7% | +32.7% | +3.6% |
| 2016 | +29.7% | −6.8% | +12.0% | +7.1% | +2.4% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
REGL largest drawdowns
Now 5.7% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 13, 2020 | −36.4% | Mar 23, 2020 | Nov 10, 2020 | 39 days | 9 months |
| Nov 25, 2024 | −17.0% | Apr 8, 2025 | Jan 6, 2026 | 4 months | 1.1 years |
| Feb 2, 2023 | −15.3% | Oct 27, 2023 | Mar 4, 2024 | 9 months | 1.1 years |
| Sep 14, 2018 | −14.5% | Dec 24, 2018 | Apr 11, 2019 | 3 months | 7 months |
| Aug 16, 2022 | −13.5% | Sep 30, 2022 | Nov 22, 2022 | 45 days | 3 months |
| Jan 4, 2022 | −11.7% | Jun 16, 2022 | Aug 12, 2022 | 5 months | 7 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
REGL risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2015 |
|---|---|---|---|---|
| Annualized return | +11.6% | +7.5% | +8.8% | +9.2% |
| Volatility (annualized) | 15.1% | 15.8% | 15.4% | 15.1% |
| Sharpe ratio | 0.52 | 0.31 | 0.48 | 0.53 |
| Sortino ratio | 0.85 | 0.49 | 0.73 | 0.82 |
| Best month | +9.7% | +9.7% | +10.7% | +10.7% |
| Worst month | −8.1% | −8.1% | −14.1% | −14.1% |
| Best 12 months | +30.9% | +30.9% | +58.6% | +58.6% |
| Worst 12 months | −1.8% | −6.3% | −17.9% | −17.9% |
| Positive months | 61% | 55% | 62% | 61% |
| Beta vs S&P 500 | 0.65 | 0.70 | 0.80 | — |
| Correlation with S&P 500 | 0.53 | 0.70 | 0.79 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
REGL rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 129 | −17.9% | +9.3% | +58.6% | 84% |
| 3-year (a year) | 105 | −2.5% | +9.8% | +19.2% | 99% |
| 5-year (a year) | 81 | +4.3% | +9.1% | +15.2% | 100% |
| 10-year (a year) | 21 | +8.8% | +9.6% | +11.2% | 100% |
Every holding period starting at a month-end since 2015. Returns for 3 years and longer are annualized.
REGL performance overview
ProShares S&P MidCap 400 Dividend Aristocrats (REGL) returned +9.9% over the past year and +9.5% a year over ten years, with distributions reinvested. Since its first recorded price in 2015 it has returned +9.5% a year, turning $10,000 into about $28,889. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −36.4%, from Feb 13, 2020 to Mar 23, 2020, and it took 8 months to get back to the old high. REGL finished 8 of its 10 full calendar years with a gain; the best year was 2016 (+29.7%) and the worst 2018 (−3.2%). Volatility has been 15.1% a year.
Related: REGL chart, REGL holdings, REGL dividends, REGL valuation. See the REGL overview for the latest quote and fund facts.
REGL performance FAQ
What is the REGL return over the past year?
REGL returned +9.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 7.4%.
What is the average annual return of REGL?
REGL has returned +7.2% a year over 5 years, +9.5% a year over 10 years, +9.5% a year since February 5, 2015 (total return, distributions reinvested).
How much would $10,000 invested in REGL be worth?
$10,000 invested in REGL at its first recorded close on February 5, 2015 would be worth about $28,889 on October 23, 2026 with distributions reinvested.
What was the worst year for REGL?
The worst calendar year was 2018, with a total return of −3.2%. The best was 2016 at +29.7%.
What is the biggest drawdown of REGL?
The largest peak-to-trough decline was −36.4% between February 13, 2020 and March 23, 2020. It recovered to the old high on November 10, 2020, 8 months after the bottom.
How volatile is REGL?
Over the past 3 years REGL had an annualized volatility of 15.1% and a Sharpe ratio of 0.52 (excess return over 1–3 month T-bills per unit of risk).