ProShares Large Cap Core Plus
Find Ratings Reports- Last Ratings Update:02/29/2024
- Price as of 02/29/2024 :$58.68
- Net Assets:$0 Million
- NAV:$58.89
- Premium-0.36%
- Peer Rank:327 of 397
- Investment Rating:C-
- Performance:B+
- RiskD
We rate ProShares Large Cap Core Plus at C-. Positive factors that influence this rating include a well above average total return, low price volatility, low expense structure and long term portfolio management tenure. The fund invests approximately 98% of its assets in stocks and may be considered for investors seeking an Equity Income strategy.
Total return ranks very high in comparison with peers over the last three years. The ProShares Large Cap Core Plus has returned an annual rate of 14.25% since inception. More recently, the fund has generated a total return of 13.51% in the last five years, 11.72% in the last three years, and 23.82% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 89% of them. It has also outpaced 89% of its competitors on a three year basis and 84% of them over the last year for the period ending 2/29/2024. On a year to date basis, CSM has returned 7.55%.
Downside risk has been above average. CSM has a draw down risk of -62.06%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 18.6%. This fund has experienced a high level of volatility in its monthly performance over the last 36 months.
Low expense ratio helps performance. As CSM is an exchange traded fund, it has no front end or back end load.
The ProShares Large Cap Core Plus is managed by Michael Neches at ProShare Advisors LLC. This fund is one of 130 ProShare Advisors LLC exchange-traded funds launched since 6/19/2006 that we track.