ProShares Ultra Financials (UYG) Performance
UYG total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +0.2% since Dec 31, 2025
- 1 year
- +8.3% total return
- 5 years
- +8.4% a year
- 10 years
- +16.8% a year
- Since first price
- +0.2% a year since 2007
UYG trailing returns vs SPY, QQQ, AGG
| Period | UYG total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +4.7% | +4.7% | −1.0% | −5.0% | +0.9% |
| 3 months | −0.7% | −0.8% | +3.2% | +1.9% | −0.4% |
| 6 months | +14.2% | +13.9% | +7.8% | +8.4% | −1.5% |
| YTD | +0.2% | −0.3% | +12.3% | +15.1% | −1.0% |
| 1 year | +8.3% | −2.5% | +14.4% | +15.9% | −1.1% |
| 3 years | +157.0%+37.0%/yr | +127.4% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +49.4%+8.4%/yr | +24.3% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +371.1%+16.8%/yr | +275.5% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +1,497.3%+20.3%/yr | +1,133.3% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| Since inceptionFeb 1, 2007 | +4.7%+0.2%/yr | −23.1% | — | — | — |
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: UYG vs SPY
From Feb 1, 2007: UYG grew to $10,471, SPY to $75,332.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
UYG returns by calendar year
11 of 18 full years positive. Best 2013 (+74.2%), worst 2008 (−85.2%). 2026 is year to date.
UYG annual returns table
| Year | UYG | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +0.2% | −28.9% | +12.3% | +15.1% | −1.0% |
| 2025 | +19.8% | −30.4% | +17.7% | +20.8% | +7.2% |
| 2024 | +55.7% | −14.5% | +24.9% | +25.6% | +1.3% |
| 2023 | +22.1% | −27.9% | +26.2% | +54.9% | +5.7% |
| 2022 | −32.1% | −47.8% | −18.2% | −32.6% | −13.0% |
| 2021 | +68.0% | −15.1% | +28.7% | +27.4% | −1.8% |
| 2020 | −20.3% | −70.0% | +18.3% | +48.6% | +7.5% |
| 2019 | +66.1% | −13.1% | +31.2% | +39.0% | +8.5% |
| 2018 | −22.6% | −38.7% | −4.6% | −0.1% | +0.1% |
| 2017 | +39.3% | −12.6% | +21.7% | +32.7% | +3.6% |
| 2016 | +31.4% | −28.5% | +12.0% | +7.1% | +2.4% |
| 2015 | −4.1% | −23.2% | +1.2% | +9.4% | +0.5% |
| 2014 | +27.4% | −13.3% | +13.5% | +19.2% | +6.0% |
| 2013 | +74.2% | −13.4% | +32.3% | +36.6% | −2.0% |
| 2012 | +54.2% | −27.1% | +16.0% | +18.1% | +3.8% |
| 2011 | −33.0% | −55.6% | +1.9% | +3.4% | +7.7% |
| 2010 | +18.0% | −38.6% | +15.1% | +19.9% | +6.4% |
| 2009 | −5.6% | −75.4% | +26.4% | +54.7% | +3.0% |
| 2008 | −85.2% | −90.9% | −36.8% | −41.7% | +7.9% |
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.
UYG largest drawdowns
Now 8.9% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 20, 2007 | −97.9% | Mar 6, 2009 | Dec 11, 2025 | 2.0 years | 18.8 years |
| Jan 6, 2026 | −28.9% | Mar 27, 2026 | Jul 28, 2026 | 3 months | 7 months |
| Sep 3, 2026 | −16.7% | Sep 30, 2026 | not yet | 27 days | 50 days so far |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
UYG risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2007 |
|---|---|---|---|---|
| Annualized return | +29.4% | +9.7% | +15.8% | +0.1% |
| Volatility (annualized) | 30.5% | 35.6% | 36.3% | 41.1% |
| Sharpe ratio | 0.86 | 0.33 | 0.53 | 0.19 |
| Sortino ratio | 1.55 | 0.52 | 0.80 | 0.26 |
| Best month | +22.2% | +22.2% | +30.2% | +35.2% |
| Worst month | −14.3% | −19.9% | −43.6% | −46.3% |
| Best 12 months | +96.2% | +96.2% | +143.9% | +166.3% |
| Worst 12 months | −9.9% | −37.0% | −39.9% | −93.0% |
| Positive months | 58% | 53% | 57% | 56% |
| Beta vs S&P 500 | 1.57 | 1.78 | 1.99 | — |
| Correlation with S&P 500 | 0.64 | 0.78 | 0.84 | — |
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.
UYG rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 225 | −93.0% | +14.6% | +166.3% | 62% |
| 3-year (a year) | 201 | −56.9% | +17.1% | +52.5% | 83% |
| 5-year (a year) | 177 | −40.5% | +16.3% | +40.5% | 89% |
| 10-year (a year) | 117 | −11.7% | +15.5% | +28.2% | 86% |
Every holding period starting at a month-end since 2007. Returns for 3 years and longer are annualized.
UYG performance overview
ProShares Ultra Financials (UYG) returned +8.3% over the past year and +16.8% a year over ten years, with distributions reinvested. Since its first recorded price in 2007 it has returned +0.2% a year, turning $10,000 into about $10,471. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −97.9%, from Feb 20, 2007 to Mar 6, 2009, and it took 16.8 years to get back to the old high. UYG finished 11 of its 18 full calendar years with a gain; the best year was 2013 (+74.2%) and the worst 2008 (−85.2%). Volatility has been 41.1% a year.
Related: UYG chart, UYG dividends. See the UYG overview for the latest quote and fund facts.
UYG performance FAQ
What is the UYG return over the past year?
UYG returned +8.3% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 2.5%.
What is the average annual return of UYG?
UYG has returned +8.4% a year over 5 years, +16.8% a year over 10 years, +0.2% a year since February 1, 2007 (total return, distributions reinvested).
How much would $10,000 invested in UYG be worth?
$10,000 invested in UYG at its first recorded close on February 1, 2007 would be worth about $10,471 on October 23, 2026 with distributions reinvested.
What was the worst year for UYG?
The worst calendar year was 2008, with a total return of −85.2%. The best was 2013 at +74.2%.
What is the biggest drawdown of UYG?
The largest peak-to-trough decline was −97.9% between February 20, 2007 and March 6, 2009. It recovered to the old high on December 11, 2025, 16.8 years after the bottom.
How volatile is UYG?
Over the past 3 years UYG had an annualized volatility of 30.5% and a Sharpe ratio of 0.86 (excess return over 1–3 month T-bills per unit of risk).