ProShares DJ Brookfield Global Infrastructure… (TOLZ) Performance
TOLZ total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +10.6% since Dec 31, 2025
- 1 year
- +11.3% total return
- 5 years
- +7.8% a year
- 10 years
- +7.4% a year
- Since first price
- +6.6% a year since 2014
TOLZ trailing returns vs SPY, QQQ, AGG
| Period | TOLZ total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +4.9% | +4.9% | −1.0% | −5.0% | +0.9% |
| 3 months | −2.8% | −3.5% | +3.2% | +1.9% | −0.4% |
| 6 months | −1.0% | −3.0% | +7.8% | +8.4% | −1.5% |
| YTD | +10.6% | +7.9% | +12.3% | +15.1% | −1.0% |
| 1 year | +11.3% | +7.9% | +14.4% | +15.9% | −1.1% |
| 3 years | +60.9%+17.2%/yr | +44.3% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +45.7%+7.8%/yr | +22.7% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +104.0%+7.4%/yr | +45.5% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| Since inceptionMar 27, 2014 | +122.3%+6.6%/yr | +45.6% | — | — | — |
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: TOLZ vs SPY
From Mar 27, 2014: TOLZ grew to $22,227, SPY to $50,722.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
TOLZ returns by calendar year
7 of 11 full years positive. Best 2019 (+26.8%), worst 2015 (−14.1%). 2026 is year to date.
TOLZ annual returns table
| Year | TOLZ | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +10.6% | −10.5% | +12.3% | +15.1% | −1.0% |
| 2025 | +14.8% | −8.8% | +17.7% | +20.8% | +7.2% |
| 2024 | +11.7% | −8.4% | +24.9% | +25.6% | +1.3% |
| 2023 | +6.2% | −13.4% | +26.2% | +54.9% | +5.7% |
| 2022 | −4.3% | −21.8% | −18.2% | −32.6% | −13.0% |
| 2021 | +20.5% | −6.2% | +28.7% | +27.4% | −1.8% |
| 2020 | −9.5% | −39.3% | +18.3% | +48.6% | +7.5% |
| 2019 | +26.8% | −4.4% | +31.2% | +39.0% | +8.5% |
| 2018 | −7.9% | −13.4% | −4.6% | −0.1% | +0.1% |
| 2017 | +13.3% | −4.7% | +21.7% | +32.7% | +3.6% |
| 2016 | +12.1% | −11.2% | +12.0% | +7.1% | +2.4% |
| 2015 | −14.1% | −20.5% | +1.2% | +9.4% | +0.5% |
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.
TOLZ largest drawdowns
Now 3.8% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 14, 2020 | −39.3% | Mar 23, 2020 | Jun 2, 2021 | 38 days | 1.3 years |
| Nov 12, 2014 | −28.9% | Jan 20, 2016 | Jun 2, 2017 | 1.2 years | 2.6 years |
| Apr 20, 2022 | −21.8% | Oct 12, 2022 | Jul 22, 2024 | 6 months | 2.3 years |
| Jan 24, 2018 | −13.4% | Dec 24, 2018 | Feb 19, 2019 | 11 months | 1.1 years |
| Sep 5, 2014 | −10.7% | Oct 15, 2014 | Nov 12, 2014 | 40 days | 2 months |
| Mar 2, 2026 | −10.5% | Oct 1, 2026 | not yet | 7 months | 8 months so far |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
TOLZ risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2014 |
|---|---|---|---|---|
| Annualized return | +13.6% | +7.4% | +6.3% | +5.9% |
| Volatility (annualized) | 12.8% | 15.3% | 14.9% | 14.3% |
| Sharpe ratio | 0.73 | 0.31 | 0.33 | 0.35 |
| Sortino ratio | 1.29 | 0.46 | 0.48 | 0.50 |
| Best month | +9.3% | +9.3% | +10.5% | +10.5% |
| Worst month | −6.6% | −12.6% | −18.2% | −18.2% |
| Best 12 months | +27.0% | +27.0% | +30.3% | +30.3% |
| Worst 12 months | +3.8% | −9.7% | −17.1% | −17.1% |
| Positive months | 64% | 58% | 59% | 58% |
| Beta vs S&P 500 | 0.32 | 0.62 | 0.70 | — |
| Correlation with S&P 500 | 0.31 | 0.64 | 0.72 | — |
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.
TOLZ rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 140 | −17.1% | +8.5% | +30.3% | 69% |
| 3-year (a year) | 116 | −2.4% | +6.2% | +16.6% | 97% |
| 5-year (a year) | 92 | −0.6% | +5.4% | +12.6% | 99% |
| 10-year (a year) | 32 | +3.5% | +6.3% | +9.5% | 100% |
Every holding period starting at a month-end since 2014. Returns for 3 years and longer are annualized.
TOLZ performance overview
ProShares DJ Brookfield Global Infrastructure… (TOLZ) returned +11.3% over the past year and +7.4% a year over ten years, with distributions reinvested. Since its first recorded price in 2014 it has returned +6.6% a year, turning $10,000 into about $22,227. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −39.3%, from Feb 14, 2020 to Mar 23, 2020, and it took 1.2 years to get back to the old high. TOLZ finished 7 of its 11 full calendar years with a gain; the best year was 2019 (+26.8%) and the worst 2015 (−14.1%). Volatility has been 14.3% a year.
Related: TOLZ chart, TOLZ holdings, TOLZ dividends. See the TOLZ overview for the latest quote and fund facts.
TOLZ performance FAQ
What is the TOLZ return over the past year?
TOLZ returned +11.3% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 7.9%.
What is the average annual return of TOLZ?
TOLZ has returned +7.8% a year over 5 years, +7.4% a year over 10 years, +6.6% a year since March 27, 2014 (total return, distributions reinvested).
How much would $10,000 invested in TOLZ be worth?
$10,000 invested in TOLZ at its first recorded close on March 27, 2014 would be worth about $22,227 on October 23, 2026 with distributions reinvested.
What was the worst year for TOLZ?
The worst calendar year was 2015, with a total return of −14.1%. The best was 2019 at +26.8%.
What is the biggest drawdown of TOLZ?
The largest peak-to-trough decline was −39.3% between February 14, 2020 and March 23, 2020. It recovered to the old high on June 2, 2021, 1.2 years after the bottom.
How volatile is TOLZ?
Over the past 3 years TOLZ had an annualized volatility of 12.8% and a Sharpe ratio of 0.73 (excess return over 1–3 month T-bills per unit of risk).