UPSX vs PBMR
Comparison between TRADR 2X LONG UPST DAILY ETF (UPSX, ETF) and PGIM S&P 500 BUFFER 20 ETF - MARCH (PBMR, ETF).
UPSX vs PBMR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UPSX
$36M
Winner
PBMR
$36M
Expense Ratio
UPSX
N/A
PBMR
0.50%
Max Drawdown
UPSX
95.01%
Winner
PBMR
7.64%
Sharpe Ratio
UPSX
-0.69
Winner
PBMR
1.86
5Y Beta
UPSX
5.69
Winner
PBMR
0.39
UPSX vs PBMR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UPSX
+13.68%
PBMR
+0.45%
3M
Winner
UPSX
+20.01%
PBMR
+4.72%
6M
UPSX
-72.90%
Winner
PBMR
+5.36%
1Y
UPSX
-84.54%
Winner
PBMR
+12.24%
Max(CAGR)
UPSX
-86.03%
Winner
PBMR
+11.05%
UPSX vs PBMR - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | UPSX | PBMR |
|---|---|---|
| 2026 | -67.80% | +4.75% |
| 2025 | -60.75% | +10.97% |
| 2024 | N/A | +9.41% |
UPSX vs PBMR Drawdown Comparison
The maximum drawdown for UPSX was -95.01%, occurring on Mar 30, 2026. This drawdown has not yet recovered.
The maximum drawdown for PBMR was -7.64%, occurring on Apr 8, 2025. Recovery took 51 trading sessions.
The current UPSX drawdown is -93.06%. The current PBMR drawdown is -0.51%.
| Rank | UPSX | PBMR |
|---|---|---|
| #1 | -95.01% Jul 23, 2025 - Mar 30, 2026 | -7.64% Feb 28, 2025 - May 13, 2025 |
| #2 | -20.57% Jun 11, 2025 - Jun 18, 2025 | -3.43% Jul 16, 2024 - Aug 19, 2024 |
| #3 | -12.45% Jul 10, 2025 - Jul 22, 2025 | -3.33% Mar 2, 2026 - Apr 9, 2026 |
| #4 | -7.19% Jun 24, 2025 - Jul 1, 2025 | -2.31% Mar 28, 2024 - May 8, 2024 |
| #5 | -3.70% Jun 18, 2025 - Jun 24, 2025 | -1.65% Aug 30, 2024 - Sep 13, 2024 |
| #6 | -0.90% Jul 7, 2025 - Jul 9, 2025 | -1.17% Jun 1, 2026 - Jun 10, 2026 |
| #7 | N/A | -1.17% Nov 12, 2025 - Nov 25, 2025 |
| #8 | N/A | -1.13% May 19, 2025 - Jun 3, 2025 |
| #9 | N/A | -0.88% Jul 28, 2025 - Aug 8, 2025 |
| #10 | N/A | -0.86% Dec 16, 2024 - Jan 6, 2025 |
| #11 | N/A | -0.85% Oct 8, 2025 - Oct 20, 2025 |
| #12 | N/A | -0.65% Mar 12, 2024 - Mar 20, 2024 |
| #13 | N/A | -0.63% Jan 6, 2025 - Jan 16, 2025 |
| #14 | N/A | -0.61% Mar 1, 2024 - Mar 7, 2024 |
| #15 | N/A | -0.60% Oct 29, 2024 - Nov 6, 2024 |
Correlation
Correlation between UPSX and PBMR is -0.80 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.80
-101
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