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Upturn AI SWOT - About
ProShares Ultra 20+ Year Treasury (UBT)
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Upturn Advisory Summary
08/07/2025: UBT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -14.82% | Avg. Invested days 31 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/07/2025 |
Key Highlights
Volume (30-day avg) - | Beta 4.32 | 52 Weeks Range 15.07 - 22.22 | Updated Date 06/29/2025 |
52 Weeks Range 15.07 - 22.22 | Updated Date 06/29/2025 |
Upturn AI SWOT
ProShares Ultra 20+ Year Treasury
ETF Overview
Overview
ProShares Ultra 20+ Year Treasury (UBT) seeks daily investment results, before fees and expenses, that correspond to twice (2x) the daily performance of the ICE U.S. Treasury 20+ Year Bond Index. It targets investors seeking leveraged exposure to long-term U.S. Treasury bonds, aiming for amplified returns based on daily market movements.
Reputation and Reliability
ProShares is a well-known issuer of leveraged and inverse ETFs, with a generally good reputation for providing products that track their stated objectives. However, the leveraged nature requires careful monitoring.
Management Expertise
ProShares has extensive experience managing leveraged and inverse ETFs, with a team specializing in complex investment strategies and derivatives.
Investment Objective
Goal
To seek daily investment results, before fees and expenses, that correspond to twice (2x) the daily performance of the ICE U.S. Treasury 20+ Year Bond Index.
Investment Approach and Strategy
Strategy: The ETF employs a leveraged strategy to amplify daily returns of the ICE U.S. Treasury 20+ Year Bond Index, primarily using derivatives.
Composition The ETF holds derivatives and other financial instruments designed to provide leveraged exposure to long-term U.S. Treasury bonds.
Market Position
Market Share: UBT holds a moderate market share within the leveraged long-term Treasury ETF segment.
Total Net Assets (AUM): 228415424.7
Competitors
Key Competitors
- Direxion Daily 20+ Yr Trsy Bull 3X ETF (TMF)
- iShares 20+ Year Treasury Bond ETF (TLT)
Competitive Landscape
The competitive landscape includes other leveraged Treasury ETFs and unleveraged Treasury ETFs like TLT. UBT provides 2x daily leverage, offering higher potential returns and risks than unleveraged ETFs. TMF provides 3x leverage, which makes it a higher risk than UBT.
Financial Performance
Historical Performance: Historical performance can be highly volatile due to the leveraged nature of the ETF. Past performance is not indicative of future results.
Benchmark Comparison: The ETF aims to achieve twice the daily performance of the ICE U.S. Treasury 20+ Year Bond Index, but this is on a daily basis and long-term returns can deviate significantly due to compounding effects.
Expense Ratio: 0.95
Liquidity
Average Trading Volume
The ETF's liquidity is moderate, but can fluctuate based on market conditions.
Bid-Ask Spread
The bid-ask spread varies depending on market volatility and trading volume, but is generally reasonable.
Market Dynamics
Market Environment Factors
The ETF is highly sensitive to interest rate movements, inflation expectations, and overall economic conditions.
Growth Trajectory
Growth is tied to investor sentiment towards long-term Treasury bonds and demand for leveraged exposure.
Moat and Competitive Advantages
Competitive Edge
UBT offers a straightforward way for investors to gain leveraged exposure to long-term U.S. Treasury bonds. Its advantage lies in its specific 2x daily leverage, catering to those seeking amplified short-term gains. However, it's crucial to remember the compounding effect and the risk of rapid value erosion. This makes UBT distinct from unleveraged Treasury ETFs by targeting active trading strategies. The expense ratio is higher than non-leveraged peers, reflecting the complexity of managing derivatives and the rebalancing needed to maintain the leveraged target.
Risk Analysis
Volatility
UBT exhibits high volatility due to its leveraged nature, which can lead to significant gains or losses in short periods.
Market Risk
The ETF is exposed to interest rate risk, credit risk (though minimal with U.S. Treasuries), and the risk associated with leveraged investments, including potential for magnified losses.
Investor Profile
Ideal Investor Profile
UBT is suitable for sophisticated investors with a high-risk tolerance who understand the complexities of leveraged ETFs and are actively managing their portfolios.
Market Risk
UBT is best suited for active traders seeking short-term leveraged exposure, and is not recommended for long-term buy-and-hold investors due to the compounding effects and potential for significant value erosion.
Summary
ProShares Ultra 20+ Year Treasury (UBT) offers leveraged exposure to long-term U.S. Treasury bonds, aiming to amplify daily returns. This characteristic makes it a high-risk, high-reward investment, best suited for sophisticated, active traders with a strong understanding of leveraged products and interest rate dynamics. It is critical to understand the compounding effects that can lead to significant deviations from the benchmark over longer periods. Investors should monitor the investment closely and be prepared to adjust their positions based on market conditions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ProShares Official Website
- ETF.com
- Yahoo Finance
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results. Leveraged ETFs are high-risk investments and may not be suitable for all investors.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About ProShares Ultra 20+ Year Treasury
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests in financial instruments that ProShare Advisors believes, in combination, should produce daily returns consistent with the Daily Target. The index is designed to measure the performance of U.S. dollar denominated sovereign debt publicly issued by the U.S. government. Under normal circumstances, the fund will obtain leveraged exposure to at least 80% of its total assets in components of the index or in instruments with similar economic characteristics. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.