Consolidated Returns as of 30 April 2024
Holding the ProShares Ultra 20+ Year Treasury (UBT) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~14 years), the longest period with a negative return lasted 166 months (from July 2010 to April 2024). This negative series is not closed yet.
To obtain comprehensive information, please consult the ProShares Ultra 20+ Year Treasury (UBT) ETF: Historical Returns page.
Rolling Returns
A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.
Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +0.92% |
+82.27%
Feb 2011 - Jan 2012 |
-58.65%
Nov 2021 - Oct 2022 |
47.50%
76 out of 160 |
US Inflation Adjusted | -0.80% |
+77.38%
Jul 2011 - Jun 2012 |
-61.63%
Nov 2021 - Oct 2022 |
50.63%
81 out of 160 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.10% |
+41.79%
Aug 2018 - Jul 2020 |
-44.77%
Nov 2021 - Oct 2023 |
39.86%
59 out of 148 |
US Inflation Adjusted | +2.57% |
+39.80%
Aug 2018 - Jul 2020 |
-47.64%
Nov 2021 - Oct 2023 |
43.24%
64 out of 148 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.08% |
+25.92%
May 2010 - Apr 2013 |
-35.45%
Nov 2020 - Oct 2023 |
29.41%
40 out of 136 |
US Inflation Adjusted | +5.62% |
+23.26%
May 2010 - Apr 2013 |
-38.94%
Nov 2020 - Oct 2023 |
35.29%
48 out of 136 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.70% |
+27.74%
Feb 2011 - Jan 2015 |
-28.29%
May 2020 - Apr 2024 |
23.39%
29 out of 124 |
US Inflation Adjusted | +5.05% |
+25.85%
Feb 2011 - Jan 2015 |
-31.75%
May 2020 - Apr 2024 |
26.61%
33 out of 124 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.40% |
+22.47%
Feb 2010 - Jan 2015 |
-14.00%
May 2019 - Apr 2024 |
22.32%
25 out of 112 |
US Inflation Adjusted | +3.29% |
+20.61%
Feb 2010 - Jan 2015 |
-17.40%
May 2019 - Apr 2024 |
26.79%
30 out of 112 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.95% |
+17.59%
Apr 2010 - Mar 2016 |
-13.14%
Nov 2017 - Oct 2023 |
27.00%
27 out of 100 |
US Inflation Adjusted | +3.46% |
+15.82%
Apr 2010 - Mar 2016 |
-16.28%
Nov 2017 - Oct 2023 |
33.00%
33 out of 100 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.47% |
+16.09%
Aug 2013 - Jul 2020 |
-12.37%
Nov 2016 - Oct 2023 |
28.41%
25 out of 88 |
US Inflation Adjusted | +4.72% |
+14.37%
Aug 2013 - Jul 2020 |
-15.33%
Nov 2016 - Oct 2023 |
30.68%
27 out of 88 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.31% |
+12.35%
Apr 2012 - Mar 2020 |
-9.39%
May 2016 - Apr 2024 |
27.63%
21 out of 76 |
US Inflation Adjusted | +5.36% |
+10.67%
Apr 2012 - Mar 2020 |
-12.37%
May 2016 - Apr 2024 |
31.58%
24 out of 76 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.27% |
+16.29%
Apr 2011 - Mar 2020 |
-7.70%
Feb 2015 - Jan 2024 |
23.44%
15 out of 64 |
US Inflation Adjusted | +3.24% |
+14.41%
Apr 2011 - Mar 2020 |
-10.50%
Feb 2015 - Jan 2024 |
37.50%
24 out of 64 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.84% |
+15.86%
Apr 2010 - Mar 2020 |
-4.36%
Nov 2013 - Oct 2023 |
46.15%
24 out of 52 |
US Inflation Adjusted | +2.48% |
+13.88%
Apr 2010 - Mar 2020 |
-6.95%
Nov 2013 - Oct 2023 |
48.08%
25 out of 52 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +0.16% |
+12.05%
Feb 2010 - Jan 2021 |
-6.03%
Nov 2012 - Oct 2023 |
47.50%
19 out of 40 |
US Inflation Adjusted | -2.33% |
+10.15%
Feb 2010 - Jan 2021 |
-8.42%
Nov 2012 - Oct 2023 |
52.50%
21 out of 40 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.28% |
+9.83%
Feb 2010 - Jan 2022 |
-4.34%
Nov 2011 - Oct 2023 |
32.14%
9 out of 28 |
US Inflation Adjusted | -0.29% |
+7.47%
Feb 2010 - Jan 2022 |
-6.74%
Nov 2011 - Oct 2023 |
57.14%
16 out of 28 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.46% |
+4.39%
Apr 2010 - Mar 2023 |
-1.56%
Nov 2010 - Oct 2023 |
18.75%
3 out of 16 |
US Inflation Adjusted | -1.13% |
+1.79%
Apr 2010 - Mar 2023 |
-4.09%
Nov 2010 - Oct 2023 |
75.00%
12 out of 16 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.81% |
+2.18%
Apr 2010 - Mar 2024 |
+0.70%
May 2010 - Apr 2024 |
0.00%
0 out of 4 |
US Inflation Adjusted | -0.77% |
-0.43%
Apr 2010 - Mar 2024 |
-1.87%
May 2010 - Apr 2024 |
100.00%
4 out of 4 |
To obtain comprehensive information, please consult the ProShares Ultra 20+ Year Treasury (UBT) ETF: Historical Returns page.