Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.95% -0.10% 36.88M 200.10
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.00% -- 0.00 Upgrade

Basic Info

Investment Strategy
The investment seeks to provide 2 times leveraged long exposure to the compounded quarterly performance of the Dow Jones US Dividend 100 TR USD. The fund is linked to the performance of the Dow Jones U.S. Dividend 100 Total Return Index, which is sponsored by S&P Dow Jones Indices. The index is designed to measure the performance of 100 high dividend-paying U.S. companies, excluding REITS, with a record of consistently paying dividends. The Securities seek to approximate the quarterly returns that might be available to investors through a leveraged “long” investment in the Index Constituent Securities.
General
Security Type Exchange-Traded Fund
Equity Style --
Fixed Income Style --
Broad Asset Class Miscellaneous
Broad Category Miscellaneous
Category Name Trading--Leveraged Equity
Category Index S&P 500 TR USD
Global Category Name Trading Tools
YCharts Categorization Other
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth
Fund Owner Firm Name UBS
Prospectus Benchmark Index
DJ US Dividend 100 TR USD 200.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
No Manager 3.24 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of May 17, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
--
--
-13.06%
0.18%
9.21%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
11.80%
49.17%
-40.32%
78.38%
-17.32%
72.26%
-49.60%
27.22%
20.25%
74.91%
-51.02%
70.03%
71.93%
-2.87%
-49.16%
-28.30%
9.87%
--
--
--
-24.98%
129.1%
-68.24%
80.99%
1.49%
--
--
--
--
--
-22.87%
11.37%
13.90%
As of May 17, 2024.

Asset Allocation

Type % Net % Long % Short
Cash -- -- --
Stock -- -- --
Bond -- -- --
Convertible -- -- --
Preferred -- -- --
Other -- -- --
No Data Available

Basic Info

Investment Strategy
The investment seeks to provide 2 times leveraged long exposure to the compounded quarterly performance of the Dow Jones US Dividend 100 TR USD. The fund is linked to the performance of the Dow Jones U.S. Dividend 100 Total Return Index, which is sponsored by S&P Dow Jones Indices. The index is designed to measure the performance of 100 high dividend-paying U.S. companies, excluding REITS, with a record of consistently paying dividends. The Securities seek to approximate the quarterly returns that might be available to investors through a leveraged “long” investment in the Index Constituent Securities.
General
Security Type Exchange-Traded Fund
Equity Style --
Fixed Income Style --
Broad Asset Class Miscellaneous
Broad Category Miscellaneous
Category Name Trading--Leveraged Equity
Category Index S&P 500 TR USD
Global Category Name Trading Tools
YCharts Categorization Other
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth
Fund Owner Firm Name UBS
Prospectus Benchmark Index
DJ US Dividend 100 TR USD 200.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
No Manager 3.24 yrs

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