Consolidated Returns as of 31 March 2024
Holding the ProShares Ultra Gold (UGL) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~15 years), the longest period with a negative return lasted 160 months (from June 2010 to September 2023).
This means that every rolling period of 161 months or above has always granted a positive return.
To obtain comprehensive information, please consult the ProShares Ultra Gold (UGL) 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 | +2.70% |
+100.97%
Sep 2010 - Aug 2011 |
-51.65%
Jan 2013 - Dec 2013 |
46.51%
80 out of 172 |
US Inflation Adjusted | +0.22% |
+93.70%
Sep 2010 - Aug 2011 |
-52.37%
Jan 2013 - Dec 2013 |
48.26%
83 out of 172 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.58% |
+80.06%
Sep 2009 - Aug 2011 |
-35.42%
Nov 2012 - Oct 2014 |
43.13%
69 out of 160 |
US Inflation Adjusted | -0.45% |
+75.76%
Sep 2009 - Aug 2011 |
-36.21%
Nov 2012 - Oct 2014 |
51.88%
83 out of 160 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +0.46% |
+41.71%
May 2009 - Apr 2012 |
-30.55%
Dec 2012 - Nov 2015 |
47.30%
70 out of 148 |
US Inflation Adjusted | -2.04% |
+38.22%
May 2009 - Apr 2012 |
-31.22%
Dec 2012 - Nov 2015 |
58.11%
86 out of 148 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.89% |
+28.19%
Jan 2009 - Dec 2012 |
-25.92%
Dec 2011 - Nov 2015 |
47.06%
64 out of 136 |
US Inflation Adjusted | -0.84% |
+25.35%
Jan 2009 - Dec 2012 |
-26.78%
Dec 2011 - Nov 2015 |
52.21%
71 out of 136 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.97% |
+18.98%
Aug 2015 - Jul 2020 |
-19.12%
Dec 2011 - Nov 2016 |
45.97%
57 out of 124 |
US Inflation Adjusted | -0.29% |
+17.05%
Aug 2015 - Jul 2020 |
-20.14%
Dec 2011 - Nov 2016 |
50.00%
62 out of 124 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.08% |
+12.36%
Jan 2016 - Dec 2021 |
-16.54%
Oct 2012 - Sep 2018 |
45.54%
51 out of 112 |
US Inflation Adjusted | -1.19% |
+9.28%
Jan 2016 - Dec 2021 |
-17.75%
Oct 2012 - Sep 2018 |
52.68%
59 out of 112 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.93% |
+9.80%
Jan 2017 - Dec 2023 |
-15.92%
Sep 2011 - Aug 2018 |
44.00%
44 out of 100 |
US Inflation Adjusted | +0.21% |
+6.08%
Jan 2017 - Dec 2023 |
-17.20%
Sep 2011 - Aug 2018 |
49.00%
49 out of 100 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +0.34% |
+10.03%
Jan 2016 - Dec 2023 |
-9.89%
May 2011 - Apr 2019 |
48.86%
43 out of 88 |
US Inflation Adjusted | -1.70% |
+6.50%
Jan 2016 - Dec 2023 |
-11.34%
May 2011 - Apr 2019 |
65.91%
58 out of 88 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | -1.64% |
+7.36%
Apr 2015 - Mar 2024 |
-5.99%
Oct 2012 - Sep 2021 |
63.16%
48 out of 76 |
US Inflation Adjusted | -3.47% |
+4.07%
Apr 2015 - Mar 2024 |
-7.75%
Oct 2012 - Sep 2021 |
77.63%
59 out of 76 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +0.25% |
+4.54%
Apr 2014 - Mar 2024 |
-7.00%
Oct 2012 - Sep 2022 |
46.88%
30 out of 64 |
US Inflation Adjusted | -2.07% |
+2.61%
Aug 2010 - Jul 2020 |
-9.28%
Oct 2012 - Sep 2022 |
81.25%
52 out of 64 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | -1.19% |
+7.50%
Aug 2009 - Jul 2020 |
-7.07%
Sep 2011 - Aug 2022 |
59.62%
31 out of 52 |
US Inflation Adjusted | -3.26% |
+5.70%
Aug 2009 - Jul 2020 |
-9.30%
Sep 2011 - Aug 2022 |
73.08%
38 out of 52 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | -0.05% |
+6.62%
Jan 2009 - Dec 2020 |
-5.27%
Sep 2011 - Aug 2023 |
50.00%
20 out of 40 |
US Inflation Adjusted | -2.57% |
+4.73%
Jan 2009 - Dec 2020 |
-7.63%
Sep 2011 - Aug 2023 |
62.50%
25 out of 40 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.49% |
+5.66%
May 2009 - Apr 2022 |
-1.14%
Oct 2010 - Sep 2023 |
21.43%
6 out of 28 |
US Inflation Adjusted | -1.11% |
+3.21%
May 2009 - Apr 2022 |
-3.70%
Oct 2010 - Sep 2023 |
60.71%
17 out of 28 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.38% |
+5.32%
May 2009 - Apr 2023 |
+1.32%
Dec 2009 - Nov 2023 |
0.00%
0 out of 16 |
US Inflation Adjusted | +0.74% |
+2.69%
May 2009 - Apr 2023 |
-1.18%
Dec 2009 - Nov 2023 |
25.00%
4 out of 16 |
Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.88% |
+5.30%
Apr 2009 - Mar 2024 |
+3.78%
Mar 2009 - Feb 2024 |
0.00%
0 out of 4 |
US Inflation Adjusted | +1.28% |
+2.63%
Apr 2009 - Mar 2024 |
+1.18%
Mar 2009 - Feb 2024 |
0.00%
0 out of 4 |
To obtain comprehensive information, please consult the ProShares Ultra Gold (UGL) ETF: Historical Returns page.