Summary
SPXE
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 21.07% Volatility 18.42% Sharpe 0.70
Official loaded data — not a live quote.

ProShares S&P 500 ExEnergy ETF

Symbol: SPXE

Exchange: NYSE ARCA

Sector: Technology

Category: Large Blend

Inception date: 22/09/2015

Latest date: 16/07/2026

Current price: $80.88

Expense ratio: 0.09%

Assets under management
$84.0M
0.00% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

0.09%

Ann. -41.69% (Sharpe / Sortino numerator)

Volatility

18.97%

Sharpe ratio

-2.390

VaR 95%

-1.79%

CVaR 95%: -1.83%
Max drawdown: -8.24%
Sortino ratio: -4.599
Calmar ratio: -5.06

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

7.40%

Ann. -18.40% (Sharpe / Sortino numerator)

Volatility

15.23%

Sharpe ratio

-1.447

VaR 95%

-1.60%

CVaR 95%: -1.86%
Max drawdown: -10.32%
Sortino ratio: -2.265
Calmar ratio: -1.78

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

8.60%

Ann. -5.59% (Sharpe / Sortino numerator)

Volatility

14.11%

Sharpe ratio

-0.653

VaR 95%

-1.59%

CVaR 95%: -1.93%
Max drawdown: -10.32%
Sortino ratio: -0.922
Calmar ratio: -0.54

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

21.07%

Ann. 16.59% (Sharpe / Sortino numerator)

Volatility

18.42%

Sharpe ratio

0.704

VaR 95%

-1.56%

CVaR 95%: -2.63%
Max drawdown: -10.32%
Sortino ratio: 0.893
Calmar ratio: 1.61

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

35.99%

Ann. 13.65% (Sharpe / Sortino numerator)

Volatility

16.38%

Sharpe ratio

0.612

VaR 95%

-1.57%

CVaR 95%: -2.38%
Max drawdown: -18.90%
Sortino ratio: 0.780
Calmar ratio: 0.72

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

73.41%

Ann. 18.62% (Sharpe / Sortino numerator)

Volatility

14.96%

Sharpe ratio

1.002

VaR 95%

-1.48%

CVaR 95%: -2.12%
Max drawdown: -18.90%
Sortino ratio: 1.334
Calmar ratio: 0.99

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.08%

Best day

2.984%

31/03/2026
Worst day

-2.638%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $80.88 $80.88 $80.88 $80.88 100
15/07/2026 $81.33 $81.36 $81.21 $81.36 500
14/07/2026 $83.17 $83.17 $81.08 $81.10 400
13/07/2026 $81.33 $81.34 $80.78 $80.78 900
10/07/2026 $81.41 $81.50 $81.34 $81.50 600
09/07/2026 $80.77 $83.20 $80.77 $81.09 2,300
08/07/2026 $80.26 $80.44 $80.26 $80.44 200
07/07/2026 $80.53 $80.69 $80.53 $80.69 200
06/07/2026 $80.71 $81.15 $80.71 $81.14 800
02/07/2026 $80.45 $80.45 $80.45 $80.45 200