URTY vs EFR
Comparison between PROSHARES ULTRAPRO RUSSELL2000 (URTY, ETF) and Eaton Vance Senior Floating-Rate Trust (EFR, ETF).
5-Year PerformanceEFR has outperformed URTY, delivering a return of +3.4% compared to -8.0%
URTY vs EFR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
URTY vs EFR - Historical Returns
Returns include dividend reinvestment.
URTY vs EFR - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | URTY | EFR |
|---|---|---|
| 2026 | +32.65% | -1.82% |
| 2025 | +9.04% | -5.47% |
| 2024 | +9.38% | +10.08% |
| 2023 | +26.63% | +27.98% |
| 2022 | -64.17% | -18.89% |
| 2021 | +34.00% | +23.56% |
| 2020 | -7.86% | +0.78% |
| 2019 | +69.16% | +14.57% |
| 2018 | -41.46% | -6.37% |
| 2017 | +37.13% | +3.58% |
| 2016 | +71.95% | +28.01% |
| 2015 | -19.62% | -3.00% |
| 2014 | +9.42% | -3.32% |
| 2013 | +127.08% | -1.25% |
| 2012 | +37.89% | +15.36% |
| 2011 | -40.72% | -5.92% |
| 2010 | +90.12% | +19.21% |
| 2009 | N/A | +90.44% |
| 2008 | N/A | -45.18% |
| 2007 | N/A | -8.68% |
| 2006 | N/A | +17.21% |
| 2005 | N/A | -8.65% |
| 2004 | N/A | +6.89% |
| 2003 | N/A | -1.32% |
URTY vs EFR Drawdown Comparison
The maximum drawdown for URTY was -88.09%, occurring on Mar 23, 2020. Recovery took 612 trading sessions.
The maximum drawdown for EFR was -60.57%, occurring on Dec 15, 2008. Recovery took 651 trading sessions.
The current URTY drawdown is -43.70%. The current EFR drawdown is -11.28%.
| Rank | URTY | EFR |
|---|---|---|
| #1 | -88.09% Aug 31, 2018 - Feb 8, 2021 | -60.57% Jun 22, 2007 - Jan 22, 2010 |
| #2 | -82.75% Nov 8, 2021 - Apr 8, 2025 | -42.01% Jan 22, 2020 - Dec 2, 2020 |
| #3 | -70.32% Apr 29, 2011 - May 7, 2013 | -25.06% Nov 16, 2021 - Dec 15, 2023 |
| #4 | -62.50% Jun 23, 2015 - Nov 25, 2016 | -24.17% Mar 1, 2011 - Sep 10, 2012 |
| #5 | -53.59% Apr 23, 2010 - Dec 17, 2010 | -22.93% Apr 24, 2013 - Oct 3, 2016 |
| #6 | -35.61% Mar 5, 2014 - Feb 17, 2015 | -18.31% Jan 31, 2025 - Apr 7, 2025 |
| #7 | -29.94% Mar 15, 2021 - Nov 5, 2021 | -15.42% Apr 18, 2018 - Dec 17, 2019 |
| #8 | -25.98% Jan 23, 2018 - May 21, 2018 | -14.85% May 3, 2010 - Nov 8, 2010 |
| #9 | -21.04% Jan 22, 2014 - Feb 27, 2014 | -13.23% Mar 4, 2005 - Jul 24, 2006 |
| #10 | -19.92% Feb 9, 2021 - Mar 11, 2021 | -10.10% Feb 3, 2010 - Mar 25, 2010 |
| #11 | -18.56% Feb 18, 2011 - Mar 30, 2011 | -6.73% Apr 5, 2010 - Apr 29, 2010 |
| #12 | -18.31% Jul 25, 2017 - Sep 25, 2017 | -6.69% Oct 4, 2012 - Nov 23, 2012 |
| #13 | -14.33% Aug 5, 2013 - Sep 17, 2013 | -6.36% Jul 3, 2024 - Nov 7, 2024 |
| #14 | -14.04% May 21, 2013 - Jul 5, 2013 | -6.25% Mar 17, 2017 - Mar 28, 2018 |
| #15 | -13.87% Mar 1, 2017 - Apr 26, 2017 | -5.48% Oct 19, 2021 - Nov 16, 2021 |
Correlation
Correlation between URTY and EFR is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2003 - 2026)
URTY vs EFR dividend yield comparison.
| Year | URTY | EFR |
|---|---|---|
| 2026 | 0.12% | 3.41% |
| 2025 | 1.02% | 9.53% |
| 2024 | 1.16% | 9.76% |
| 2023 | 0.55% | 10.37% |
| 2022 | 0.28% | 10.39% |
| 2021 | 0.00% | 5.62% |
| 2020 | 0.00% | 6.39% |
| 2019 | 0.18% | 7.34% |
| 2018 | 0.28% | 7.46% |
| 2017 | 0.00% | 5.42% |
| 2016 | 0.03% | 5.82% |
| 2015 | 0.00% | 6.95% |
| 2014 | 0.00% | 6.14% |
| 2013 | 0.00% | 7.03% |
| 2012 | 0.02% | 6.17% |
| 2011 | 0.00% | 6.39% |
| 2010 | 0.00% | 6.68% |
| 2009 | 0.00% | 6.43% |
| 2008 | 0.00% | 15.40% |
| 2007 | 0.00% | 9.96% |
| 2006 | 0.00% | 8.44% |
| 2005 | 0.00% | 7.46% |
| 2004 | 0.00% | 5.04% |
| 2003 | 0.00% | 0.45% |
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