ProShares Ultra Real Estate (URE): Historical Returns

Data Source: from March 2007 to January 2024 (~17 years)
Consolidated Returns as of 31 January 2024
Live Update: Feb 27 2024, 01:09PM Eastern Time
Category: Stocks
ProShares Ultra Real Estate (URE) ETF
ETF • LIVE PERFORMANCE (USD currency)
0.56%
1 Day
Feb 27 2024, 01:09PM Eastern Time
0.77%
Current Month
February 2024

In the last 10 Years, the ProShares Ultra Real Estate (URE) ETF obtained a 5.77% compound annual return, with a 35.10% standard deviation.

Table of contents
The first official book of
How to build wealth
with Lazy Portfolios and Passive Investing Strategies
Choose a goal
Employ the best metrics to evaluate it
Join the passive investing strategy
Discover new asset allocations in USD and EUR,
in addition to the lazy portfolios on the website.

The ETF is related to the following investment themes:

  • Leveraged: 2x
  • Asset Class: Real Estate
  • Size: Multi Cap
  • Style: Blend
  • Region: North America
  • Country: U.S.
  • Sector: Real Estate
  • Industry: Broad Real Estate

The ProShares Ultra Real Estate (URE) ETF is part of the following Lazy Portfolios:

Portfolio Name Author URE Weight Currency
Talmud Portfolio 2x Leveraged Roger Gibson 33.33% USD

Investment Returns as of Jan 31, 2024

The ProShares Ultra Real Estate (URE) ETF guaranteed the following returns.

Returns are calculated in USD, assuming:
  • no fees or capital gain taxes.
  • the reinvestment of dividends.
  • the actual US Inflation rates.
PROSHARES ULTRA REAL ESTATE (URE) ETF
Consolidated returns as of 31 January 2024
Live Update: Feb 27 2024, 01:09PM Eastern Time
Swipe left to see all data
  Chg (%) Return (%) Return (%) as of Jan 31, 2024
  1 Day Time ET(*) Feb 2024 1M 6M 1Y 5Y 10Y MAX
(~17Y)
ProShares Ultra Real Estate (URE) ETF 0.56 0.77 -10.31 -2.25 -16.61 -2.86 5.77 -4.74
US Inflation Adjusted return -10.58 -3.85 -19.12 -6.74 2.90 -7.06
Returns over 1 year are annualized | Available data source: since Mar 2007
(*) Eastern Time (ET - America/New York)
US Inflation is updated to Jan 2024. Current inflation (annualized) is 1Y: 3.11% , 5Y: 4.16% , 10Y: 2.79%

In 2023, the ProShares Ultra Real Estate (URE) ETF granted a 1.46% dividend yield. If you are interested in getting periodic income, please refer to the ProShares Ultra Real Estate (URE) ETF: Dividend Yield page.

Capital Growth as of Jan 31, 2024

An investment of 1$, since February 2014, now would be worth 1.75$, with a total return of 75.18% (5.77% annualized).

The Inflation Adjusted Capital now would be 1.33$, with a net total return of 33.09% (2.90% annualized).
An investment of 1$, since March 2007, now would be worth 0.44$, with a total return of -56.02% (-4.74% annualized).

The Inflation Adjusted Capital now would be 0.29$, with a net total return of -71.00% (-7.06% annualized).

Investment Metrics as of Jan 31, 2024

Metrics of ProShares Ultra Real Estate (URE) ETF, updated as of 31 January 2024.

Metrics are calculated based on monthly returns, assuming:
  • no fees or capital gain taxes.
  • the reinvestment of dividends.
  • the actual US Inflation rates.
PROSHARES ULTRA REAL ESTATE (URE) ETF
Advanced Metrics
Data Source: 1 March 2007 - 31 January 2024 (~17 years)
Swipe left to see all data
Metrics as of Jan 31, 2024
1M 3M 6M 1Y 3Y 5Y 10Y MAX
(~17Y)
Investment Return (%) -10.31 31.43 -2.25 -16.61 -1.62 -2.86 5.77 -4.74
Infl. Adjusted Return (%) details -10.58 30.51 -3.85 -19.12 -6.89 -6.74 2.90 -7.06
US Inflation (%) 0.31 0.70 1.66 3.11 5.66 4.16 2.79 2.49
Returns / Inflation rates over 1 year are annualized.
DRAWDOWN
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y 10Y MAX
Deepest Drawdown Depth (%) -36.55 -61.64 -61.64 -61.64 -96.00
Start to Recovery (# months) details 12* 25* 25* 25* 203*
Start (yyyy mm) 2023 02 2022 01 2022 01 2022 01 2007 03
Start to Bottom (# months) 9 22 22 22 25
Bottom (yyyy mm) 2023 10 2023 10 2023 10 2023 10 2009 03
Bottom to End (# months) 3 3 3 3 178
End (yyyy mm) - - - - -
Longest Drawdown Depth (%)
same as
deepest

same as
deepest

same as
deepest

same as
deepest

same as
deepest
Start to Recovery (# months) details
Start (yyyy mm) 2023 02 2022 01 2022 01 2022 01 2007 03
Start to Bottom (# months) 9 22 22 22 25
Bottom (yyyy mm) 2023 10 2023 10 2023 10 2023 10 2009 03
Bottom to End (# months) 3 3 3 3 178
End (yyyy mm) - - - - -
Longest negative period (# months) details 12* 36* 60* 108 203*
Period Start (yyyy mm) 2023 02 2021 02 2019 02 2014 11 2007 03
Period End (yyyy mm) 2024 01 2024 01 2024 01 2023 10 2024 01
Annualized Return (%) -16.61 -1.62 -2.86 -0.40 -4.74
Drawdowns / Negative periods marked with * are in progress
Deepest Drawdown Depth (%) -38.03 -64.97 -64.97 -64.97 -96.16
Start to Recovery (# months) details 12* 25* 25* 25* 203*
Start (yyyy mm) 2023 02 2022 01 2022 01 2022 01 2007 03
Start to Bottom (# months) 9 22 22 22 25
Bottom (yyyy mm) 2023 10 2023 10 2023 10 2023 10 2009 03
Bottom to End (# months) 3 3 3 3 178
End (yyyy mm) - - - - -
Longest Drawdown Depth (%)
same as
deepest

same as
deepest

same as
deepest
-23.93
same as
deepest
Start to Recovery (# months) details 32
Start (yyyy mm) 2023 02 2022 01 2022 01 2016 08 2007 03
Start to Bottom (# months) 9 22 22 19 25
Bottom (yyyy mm) 2023 10 2023 10 2023 10 2018 02 2009 03
Bottom to End (# months) 3 3 3 13 178
End (yyyy mm) - - - 2019 03 -
Longest negative period (# months) details 12* 36* 60* 116 203*
Period Start (yyyy mm) 2023 02 2021 02 2019 02 2014 03 2007 03
Period End (yyyy mm) 2024 01 2024 01 2024 01 2023 10 2024 01
Annualized Return (%) -19.12 -6.89 -6.74 -0.74 -7.06
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
1Y 3Y 5Y 10Y MAX
Standard Deviation (%) 41.35 43.03 41.20 35.10 43.50
Sharpe Ratio -0.52 -0.09 -0.11 0.13 -0.20
Sortino Ratio -0.90 -0.13 -0.15 0.18 -0.27
Ulcer Index 20.20 36.43 33.19 24.79 63.72
Ratio: Return / Standard Deviation -0.40 -0.04 -0.07 0.16 -0.11
Ratio: Return / Deepest Drawdown -0.45 -0.03 -0.05 0.09 -0.05
% Positive Months details 41% 52% 56% 56% 55%
Positive Months 5 19 34 68 113
Negative Months 7 17 26 52 90
LONG TERM RETURNS
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y 10Y MAX
Best 10 Years Return (%) - Annualized 5.77 30.13
Worst 10 Years Return (%) - Annualized -7.80
Best 10 Years Return (%) - Annualized 2.90 27.82
Worst 10 Years Return (%) - Annualized -9.43
ROLLING PERIODS
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y 10Y MAX
Over the latest 10Y
Best Rolling Return (%) - Annualized 101.99 28.63 16.85 5.77
Worst Rolling Return (%) - Annualized -49.64 -13.43 -5.56
% Positive Periods 59% 71% 80% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 63.93 24.94 18.29 16.00
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - 3.98
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized 90.16 24.20 15.07 2.90
Worst Rolling Return (%) - Annualized -52.67 -17.50 -9.19
% Positive Periods 56% 61% 62% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 63.93 24.94 18.29 16.00
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - 3.98
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Over all the available data source (Mar 2007 - Jan 2024)
Best Rolling Return (%) - Annualized 238.47 73.97 47.12 30.13
Worst Rolling Return (%) - Annualized -92.07 -51.72 -28.04 -7.80
% Positive Periods 61% 73% 77% 80%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 17.10 4.65 2.86 1.84
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - -
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized 230.91 69.73 44.07 27.82
Worst Rolling Return (%) - Annualized -92.04 -52.71 -29.63 -9.43
% Positive Periods 59% 67% 70% 75%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 17.10 4.65 2.86 1.84
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - -
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Terms and Definitions
  • Annualized Portfolio Return: it's the annualized geometric mean return of the portfolio.
  • Deepest/Longest Drawdown: a drawdown refers to the decline in value from a relative peak value to a relative trough. The deepest (or maximum) drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. The longest drawdown is the period observed from a peak to the subsequent peak with the greatest duration.
  • Longest negative period: it's the maximum period for which an overall negative return has been observed.
  • Standard Deviation: it's a measure of the dispersion of returns around the mean.
  • Sharpe Ratio: it's a measure of risk-adjusted performance of the portfolio. It's calculated by dividing the excess return of the portfolio over the risk-free rate by the portfolio standard deviation. The risk-free rate here considered is the 1-3 Mth T-Bill return.
  • Sortino Ratio: another measure of risk-adjusted performance of the portfolio. It's a modification of the Sharpe Ratio (same formula but the denominator is the portfolio downside standard deviation).
  • Ulcer Index: it's a measure of downside risk that quantifies the depth and duration of drawdowns in an investment portfolio.
  • Best/Worst 10Y returns: the best and the worst 10-year return over a time frame.
  • Rolling Returns: N-year returns over a time frame, calculated over all the available data source (best, worst, % of positive returns). Each rolling period, longer than the longest negative period, yielded a non-negative minimum return.
  • Safe Withdrawal Rate (SWR): it's the percentage of the initial portfolio balance that can be withdrawn at the beginning of each month with inflation adjustment, without the portfolio running out of money in any case (money amount withdrawal).
    For instance: Your initial invested capital is 100.000$; withdrawal rate (annualized) is 4%. This means that, in the first month, you will withdraw 100.000 * 4% * 1/12 = 333.33$. The second month, you’ll withdraw 333.33$ plus the inflation monthly rate. You’ll continue adjusting your withdraw monthly for inflation.
  • Perpetual Withdrawal Rate (PWR): it's the percentage of the initial portfolio balance that can be withdrawn at the beginning of each month with inflation adjustment, preserving the original invested capital, adjusted for inflation too.

Correlations as of Jan 31, 2024

Correlation measures to what degree the returns of the two assets move in relation to each other.

Correlation coefficient is a numerical value between -1 and +1. If one variable goes up by a certain amount, the correlation coefficient indicates which way the other variable moves and by how much.
Asset correlations are calculated based on monthly returns.

Monthly correlations of ProShares Ultra Real Estate (URE) ETF vs the main Asset Classes, over different timeframes. Columns are sortable (click on table header to sort).

PROSHARES ULTRA REAL ESTATE (URE) ETF
Monthly correlations as of 31 January 2024
Swipe left to see all data
Correlation vs URE
Asset Class 1 Year 5 Years 10 Years Since
Mar 2007
VTI
US Total Stock Market
0.90
0.84
0.77
0.79
SPY
US Large Cap
0.87
0.84
0.77
0.78
IJR
US Small Cap
0.86
0.78
0.71
0.77
VNQ
US REITs
1.00
1.00
0.99
0.98
QQQ
US Technology
0.63
0.72
0.65
0.68
PFF
Preferred Stocks
0.78
0.83
0.78
0.57
EFA
EAFE Stocks
0.90
0.81
0.70
0.73
VT
World All Countries
0.92
0.85
0.77
0.77
EEM
Emerging Markets
0.81
0.66
0.58
0.63
VGK
Europe
0.90
0.82
0.70
0.72
VPL
Pacific
0.87
0.74
0.67
0.69
FLLA
Latin America
0.90
0.67
0.50
0.57
BND
US Total Bond Market
0.82
0.61
0.58
0.35
TLT
Long Term Treasuries
0.86
0.36
0.38
0.06
BIL
US Cash
0.43
-0.12
-0.10
-0.09
TIP
TIPS
0.70
0.66
0.63
0.37
LQD
Invest. Grade Bonds
0.86
0.73
0.70
0.48
HYG
High Yield Bonds
0.91
0.80
0.72
0.73
CWB
US Convertible Bonds
0.85
0.72
0.68
0.71
BNDX
International Bonds
0.78
0.63
0.59
0.43
EMB
Emerg. Market Bonds
0.96
0.81
0.72
0.61
GLD
Gold
0.27
0.29
0.21
0.11
DBC
Commodities
0.04
0.43
0.27
0.35

If you want to learn more about historical correlations, you can find out here how the main asset class are correlated to each other.

Drawdowns

A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.

PROSHARES ULTRA REAL ESTATE (URE) ETF
Drawdown periods
Drawdown periods - Inflation Adjusted
Data Source: 1 February 2014 - 31 January 2024 (10 Years)
Data Source: 1 March 2007 - 31 January 2024 (~17 years)
Inflation Adjusted:
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months Ulcer Index
-61.64% Jan 2022 Oct 2023 22 in progress 3 25 43.40
-51.30% Feb 2020 Mar 2020 2 Jul 2021 16 18 30.85
-23.57% Feb 2015 Aug 2015 7 Jun 2016 10 17 13.34
-22.85% Aug 2016 Nov 2016 4 Aug 2018 21 25 11.34
-18.35% Sep 2018 Dec 2018 4 Jan 2019 1 5 9.16
-11.59% Sep 2014 Sep 2014 1 Oct 2014 1 2 6.69
-10.46% Sep 2021 Sep 2021 1 Oct 2021 1 2 6.04
-4.57% Nov 2021 Nov 2021 1 Dec 2021 1 2 2.64
-2.48% Nov 2019 Nov 2019 1 Jan 2020 2 3 1.32
-1.39% Apr 2019 May 2019 2 Jun 2019 1 3 0.79
-0.29% Jul 2014 Jul 2014 1 Aug 2014 1 2 0.17
Swipe left to see all data
Drawdown (DD)
Occurrencies (EOM)
Drawdown (DD)
Range #Num Every (Avg) Frequency Cumulative Frequency
All Time High (DD=0%) 27 4.5 Months 22.31%
 
DD = 0% 22.31%
 
0% < DD <= -5% 16 7.6 Months 13.22%
 
DD <= -5% 35.54%
 
-5% < DD <= -10% 13 9.3 Months 10.74%
 
DD <= -10% 46.28%
 
-10% < DD <= -15% 15 8.1 Months 12.40%
 
DD <= -15% 58.68%
 
-15% < DD <= -20% 10 12.1 Months 8.26%
 
DD <= -20% 66.94%
 
-20% < DD <= -25% 7 17.3 Months 5.79%
 
DD <= -25% 72.73%
 
-25% < DD <= -30% 4 30.3 Months 3.31%
 
DD <= -30% 76.03%
 
-30% < DD <= -35% 2 60.5 Months 1.65%
 
DD <= -35% 77.69%
 
-35% < DD <= -40% 6 20.2 Months 4.96%
 
DD <= -40% 82.64%
 
-40% < DD <= -45% 6 20.2 Months 4.96%
 
DD <= -45% 87.60%
 
-45% < DD <= -50% 8 15.1 Months 6.61%
 
DD <= -50% 94.21%
 
-50% < DD <= -55% 5 24.2 Months 4.13%
 
DD <= -55% 98.35%
 
-55% < DD <= -60% 1 121.0 Months 0.83%
 
DD <= -60% 99.17%
 
-60% < DD <= -65% 1 121.0 Months 0.83%
 
DD <= -65% 100.00%
 
-65% < DD <= -70% 0 - 0.00%
 
DD <= -70% 100.00%
 
-70% < DD <= -100% 0 - 0.00%
 
DD <= -100% 100.00%
 
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months Ulcer Index
-64.97% Jan 2022 Oct 2023 22 in progress 3 25 46.62
-51.16% Feb 2020 Mar 2020 2 Jul 2021 16 18 31.09
-24.63% Feb 2015 Aug 2015 7 Jun 2016 10 17 14.17
-23.93% Aug 2016 Feb 2018 19 Mar 2019 13 32 12.39
-11.60% Sep 2014 Sep 2014 1 Oct 2014 1 2 6.70
-10.82% Sep 2021 Sep 2021 1 Oct 2021 1 2 6.24
-5.38% Nov 2021 Nov 2021 1 Dec 2021 1 2 3.11
-2.75% Nov 2019 Nov 2019 1 Jan 2020 2 3 1.57
-1.79% Apr 2019 May 2019 2 Jun 2019 1 3 1.06
-0.40% Jul 2014 Jul 2014 1 Aug 2014 1 2 0.23
-0.20% Mar 2014 Mar 2014 1 Apr 2014 1 2 0.11
Swipe left to see all data
Drawdown (DD)
Occurrencies (EOM)
Drawdown (DD)
Range #Num Every (Avg) Frequency Cumulative Frequency
All Time High (DD=0%) 23 5.3 Months 19.01%
 
DD = 0% 19.01%
 
0% < DD <= -5% 14 8.6 Months 11.57%
 
DD <= -5% 30.58%
 
-5% < DD <= -10% 16 7.6 Months 13.22%
 
DD <= -10% 43.80%
 
-10% < DD <= -15% 17 7.1 Months 14.05%
 
DD <= -15% 57.85%
 
-15% < DD <= -20% 8 15.1 Months 6.61%
 
DD <= -20% 64.46%
 
-20% < DD <= -25% 10 12.1 Months 8.26%
 
DD <= -25% 72.73%
 
-25% < DD <= -30% 1 121.0 Months 0.83%
 
DD <= -30% 73.55%
 
-30% < DD <= -35% 5 24.2 Months 4.13%
 
DD <= -35% 77.69%
 
-35% < DD <= -40% 5 24.2 Months 4.13%
 
DD <= -40% 81.82%
 
-40% < DD <= -45% 5 24.2 Months 4.13%
 
DD <= -45% 85.95%
 
-45% < DD <= -50% 2 60.5 Months 1.65%
 
DD <= -50% 87.60%
 
-50% < DD <= -55% 10 12.1 Months 8.26%
 
DD <= -55% 95.87%
 
-55% < DD <= -60% 3 40.3 Months 2.48%
 
DD <= -60% 98.35%
 
-60% < DD <= -65% 2 60.5 Months 1.65%
 
DD <= -65% 100.00%
 
-65% < DD <= -70% 0 - 0.00%
 
DD <= -70% 100.00%
 
-70% < DD <= -100% 0 - 0.00%
 
DD <= -100% 100.00%
 
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months Ulcer Index
-96.00% Mar 2007 Mar 2009 25 in progress 178 203 63.72
Swipe left to see all data
Drawdown (DD)
Occurrencies (EOM)
Drawdown (DD)
Range #Num Every (Avg) Frequency Cumulative Frequency
All Time High (DD=0%) 1 204.0 Months 0.49%
 
DD = 0% 0.49%
 
0% < DD <= -5% 0 - 0.00%
 
DD <= -5% 0.49%
 
-5% < DD <= -10% 3 68.0 Months 1.47%
 
DD <= -10% 1.96%
 
-10% < DD <= -15% 1 204.0 Months 0.49%
 
DD <= -15% 2.45%
 
-15% < DD <= -20% 0 - 0.00%
 
DD <= -20% 2.45%
 
-20% < DD <= -25% 4 51.0 Months 1.96%
 
DD <= -25% 4.41%
 
-25% < DD <= -30% 5 40.8 Months 2.45%
 
DD <= -30% 6.86%
 
-30% < DD <= -35% 7 29.1 Months 3.43%
 
DD <= -35% 10.29%
 
-35% < DD <= -40% 9 22.7 Months 4.41%
 
DD <= -40% 14.71%
 
-40% < DD <= -45% 9 22.7 Months 4.41%
 
DD <= -45% 19.12%
 
-45% < DD <= -50% 10 20.4 Months 4.90%
 
DD <= -50% 24.02%
 
-50% < DD <= -55% 21 9.7 Months 10.29%
 
DD <= -55% 34.31%
 
-55% < DD <= -60% 35 5.8 Months 17.16%
 
DD <= -60% 51.47%
 
-60% < DD <= -65% 19 10.7 Months 9.31%
 
DD <= -65% 60.78%
 
-65% < DD <= -70% 13 15.7 Months 6.37%
 
DD <= -70% 67.16%
 
-70% < DD <= -100% 67 3.0 Months 32.84%
 
DD <= -100% 100.00%
 
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months Ulcer Index
-96.16% Mar 2007 Mar 2009 25 in progress 178 203 69.35
Swipe left to see all data
Drawdown (DD)
Occurrencies (EOM)
Drawdown (DD)
Range #Num Every (Avg) Frequency Cumulative Frequency
All Time High (DD=0%) 1 204.0 Months 0.49%
 
DD = 0% 0.49%
 
0% < DD <= -5% 0 - 0.00%
 
DD <= -5% 0.49%
 
-5% < DD <= -10% 3 68.0 Months 1.47%
 
DD <= -10% 1.96%
 
-10% < DD <= -15% 0 - 0.00%
 
DD <= -15% 1.96%
 
-15% < DD <= -20% 0 - 0.00%
 
DD <= -20% 1.96%
 
-20% < DD <= -25% 0 - 0.00%
 
DD <= -25% 1.96%
 
-25% < DD <= -30% 3 68.0 Months 1.47%
 
DD <= -30% 3.43%
 
-30% < DD <= -35% 1 204.0 Months 0.49%
 
DD <= -35% 3.92%
 
-35% < DD <= -40% 2 102.0 Months 0.98%
 
DD <= -40% 4.90%
 
-40% < DD <= -45% 3 68.0 Months 1.47%
 
DD <= -45% 6.37%
 
-45% < DD <= -50% 13 15.7 Months 6.37%
 
DD <= -50% 12.75%
 
-50% < DD <= -55% 11 18.5 Months 5.39%
 
DD <= -55% 18.14%
 
-55% < DD <= -60% 14 14.6 Months 6.86%
 
DD <= -60% 25.00%
 
-60% < DD <= -65% 29 7.0 Months 14.22%
 
DD <= -65% 39.22%
 
-65% < DD <= -70% 33 6.2 Months 16.18%
 
DD <= -70% 55.39%
 
-70% < DD <= -100% 91 2.2 Months 44.61%
 
DD <= -100% 100.00%
 

Rolling Returns

( more details)

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.

PROSHARES ULTRA REAL ESTATE (URE) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 February 2014 - 31 January 2024 (10 Years)
Data Source: 1 March 2007 - 31 January 2024 (~17 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -49.64 01/2022
12/2022
0.50$ -30.15 0.69$ 5.80 1.05$ 41.84 1.41$ 101.99 11/2020
10/2021
2.01$ -16.61 40.37%
2Y -34.07 11/2021
10/2023
0.43$ -7.50 0.85$ 7.39 1.15$ 16.69 1.36$ 52.45 04/2020
03/2022
2.32$ -22.41 27.84%
3Y -13.43 10/2019
09/2022
0.64$ -3.96 0.88$ 8.69 1.28$ 14.66 1.50$ 28.63 01/2019
12/2021
2.12$ -1.62 28.24%
5Y -5.56 11/2018
10/2023
0.75$ -1.58 0.92$ 6.46 1.36$ 13.28 1.86$ 16.85 10/2014
09/2019
2.17$ -2.86 19.67%
7Y -2.86 10/2016
09/2023
0.81$ -0.16 0.98$ 7.85 1.69$ 11.25 2.10$ 13.01 01/2015
12/2021
2.35$ 1.07 16.22%
10Y 5.77 02/2014
01/2024
1.75$ 5.77 1.75$ 5.77 1.75$ 5.77 1.75$ 5.77 02/2014
01/2024
1.75$ 5.77 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -52.67 01/2022
12/2022
0.47$ -31.39 0.68$ 3.57 1.03$ 41.96 1.41$ 90.16 11/2020
10/2021
1.90$ -19.12 43.12%
2Y -37.49 11/2021
10/2023
0.39$ -8.96 0.82$ 4.68 1.09$ 15.40 1.33$ 44.44 04/2020
03/2022
2.08$ -25.91 34.02%
3Y -17.50 10/2019
09/2022
0.56$ -6.89 0.80$ 5.37 1.16$ 12.56 1.42$ 24.20 01/2019
12/2021
1.91$ -6.89 38.82%
5Y -9.19 11/2018
10/2023
0.61$ -5.19 0.76$ 3.77 1.20$ 11.19 1.69$ 15.07 10/2014
09/2019
2.01$ -6.74 37.70%
7Y -6.16 10/2016
09/2023
0.64$ -3.47 0.78$ 4.97 1.40$ 9.18 1.84$ 10.52 08/2014
07/2021
2.01$ -2.33 35.14%
10Y 2.90 02/2014
01/2024
1.33$ 2.90 1.33$ 2.90 1.33$ 2.90 1.33$ 2.90 02/2014
01/2024
1.33$ 2.90 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -92.07 04/2008
03/2009
0.07$ -33.46 0.66$ 8.33 1.08$ 50.18 1.50$ 238.47 04/2009
03/2010
3.38$ -16.61 38.54%
2Y -79.63 03/2007
02/2009
0.04$ -21.06 0.62$ 12.93 1.27$ 24.17 1.54$ 119.35 04/2009
03/2011
4.81$ -22.41 26.67%
3Y -51.72 03/2007
02/2010
0.11$ -8.45 0.76$ 11.49 1.38$ 25.64 1.98$ 73.97 04/2009
03/2012
5.26$ -1.62 26.79%
5Y -28.04 03/2007
02/2012
0.19$ -5.45 0.75$ 11.77 1.74$ 18.75 2.36$ 47.12 04/2009
03/2014
6.89$ -2.86 22.22%
7Y -16.82 03/2007
02/2014
0.27$ -3.02 0.80$ 10.28 1.98$ 19.04 3.38$ 39.07 04/2009
03/2016
10.06$ 1.07 21.67%
10Y -7.80 03/2007
02/2017
0.44$ -1.98 0.81$ 9.26 2.42$ 17.62 5.06$ 30.13 04/2009
03/2019
13.92$ 5.77 19.05%
15Y -3.65 10/2007
09/2022
0.57$ -2.59 0.67$ -1.28 0.82$ 0.20 1.03$ 13.27 02/2009
01/2024
6.48$ 13.27 66.67%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -92.04 04/2008
03/2009
0.07$ -37.60 0.62$ 5.20 1.05$ 47.29 1.47$ 230.91 04/2009
03/2010
3.30$ -19.12 40.63%
2Y -80.04 03/2007
02/2009
0.03$ -25.40 0.55$ 10.37 1.21$ 21.56 1.47$ 114.10 04/2009
03/2011
4.58$ -25.91 30.00%
3Y -52.71 03/2007
02/2010
0.10$ -11.86 0.68$ 9.20 1.30$ 23.73 1.89$ 69.73 04/2009
03/2012
4.89$ -6.89 32.14%
5Y -29.63 03/2007
02/2012
0.17$ -9.11 0.62$ 9.42 1.56$ 17.17 2.20$ 44.07 04/2009
03/2014
6.20$ -6.74 29.86%
7Y -18.50 03/2007
02/2014
0.23$ -5.00 0.69$ 8.42 1.76$ 17.05 3.00$ 36.83 04/2009
03/2016
8.98$ -2.33 27.50%
10Y -9.43 03/2007
02/2017
0.37$ -3.53 0.69$ 7.40 2.04$ 15.56 4.24$ 27.82 04/2009
03/2019
11.64$ 2.90 25.00%
15Y -5.88 10/2007
09/2022
0.40$ -4.80 0.47$ -3.53 0.58$ -2.08 0.73$ 10.44 02/2009
01/2024
4.43$ 10.44 83.33%
Annualized rolling and percentiles/median returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the ProShares Ultra Real Estate (URE) ETF: Rolling Returns page.

Seasonality

In which months is it better to invest in ProShares Ultra Real Estate (URE) ETF?

Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.
For further information about the seasonality, check the Asset Class Seasonality page.
Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Gain Frequency
-0.94
40%
-6.24
40%
-3.07
60%
4.82
60%
-3.02
40%
1.42
80%
8.10
100%
-1.59
40%
-10.31
20%
1.55
60%
9.12
60%
6.48
80%
Best 20.0
2023
3.9
2021
13.3
2022
16.9
2021
2.5
2020
10.4
2023
17.8
2022
6.4
2019
3.2
2019
14.3
2021
24.8
2023
18.8
2021
Worst -16.3
2022
-14.1
2020
-43.3
2020
-9.0
2022
-9.5
2023
-14.0
2022
1.8
2023
-11.9
2022
-24.7
2022
-6.7
2023
-4.6
2021
-10.1
2022
Monthly Seasonality over the period Apr 2007 - Jan 2024
Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Gain Frequency
1.59
40%
-3.33
40%
1.20
70%
1.79
60%
-0.03
50%
2.47
80%
6.07
90%
-1.44
50%
-7.10
20%
2.16
50%
5.95
60%
2.78
70%
Best 24.1
2019
9.7
2014
21.2
2016
16.9
2021
6.1
2018
12.3
2016
17.8
2022
6.8
2014
3.2
2019
17.3
2014
24.8
2023
18.8
2021
Worst -16.3
2022
-14.1
2020
-43.3
2020
-9.7
2015
-9.5
2023
-14.0
2022
-0.3
2014
-11.9
2022
-24.7
2022
-9.9
2016
-4.9
2016
-15.8
2018
Monthly Seasonality over the period Apr 2007 - Jan 2024
Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Gain Frequency
0.17
47%
-3.73
44%
2.37
65%
7.29
76%
-1.96
41%
-1.86
53%
5.16
88%
-0.30
53%
-3.91
35%
-0.46
53%
-0.60
41%
3.32
71%
Best 24.1
2019
10.6
2010
21.2
2016
55.9
2009
6.1
2018
12.3
2016
20.2
2009
26.2
2009
11.6
2009
26.9
2011
24.8
2023
18.8
2021
Worst -33.6
2009
-38.8
2009
-43.3
2020
-9.7
2015
-12.7
2010
-22.3
2008
-17.5
2007
-13.1
2011
-24.7
2022
-59.0
2008
-41.8
2008
-15.8
2018
Monthly Seasonality over the period Apr 2007 - Jan 2024

Monthly Returns

This section provides a visual/tabular representation of the performance variability in the ProShares Ultra Real Estate (URE) ETF over time. It illustrates the distribution of monthly returns, showcasing the range and frequency of positive and negative returns.

PROSHARES ULTRA REAL ESTATE (URE) ETF
Monthly Returns Distribution
Data Source: 1 February 2014 - 31 January 2024 (10 Years)
Data Source: 1 March 2007 - 31 January 2024 (~17 years)
68 Positive Months (57%) - 52 Negative Months (43%)
113 Positive Months (56%) - 90 Negative Months (44%)
Swipe left to see all data
(Scroll down to see all data)
Analyze your Portfolio: Backtest Now!
Explore historical data since 1871 and fine-tune your investment strategy for better results.