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Upturn AI Summary
ProShares Short Financials(SEF)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SEF
10/01/2026: SEF (1-star) has a low Upturn Star Rating. Not recommended to BUY.
ProShares Short Financials (SEF) is a tactical ETF designed to provide a -1x daily inverse return of the S&P Financial Select Sector Index. By utilizing derivative contracts, it offers active investors a tool to profit from or hedge against declines in the financial sector. The fund is characterized by its niche utility and reliance on daily compounding, making it unsuitable for long-term holding due to tracking decay. Investors must monitor interest rate environments and sector-specific catalysts closely. It is best suited for experienced traders who understand the risks of daily reset mechanisms and the concentrated nature of financial sector exposure.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This fund is designed for short-term tactical betting rather than long-term growth investing. |
| Momentum investor | Strong fit while signal remains positive | Momentum traders may use this to profit from downward trends in the financial sector when the bearish signal is active. |
| Value investor | Weak fit | Value investors generally look for long-term ownership, which conflicts with this fund's daily reset objective. |
| Dividend/Income investor | Weak fit | The fund does not provide income and is not suitable for dividend-focused portfolios. |
| Low-risk investor | Weak fit | The use of derivatives and inverse exposure creates significant risk of loss that is inappropriate for low-risk profiles. |
Investor Profile
Ideal Investor Profile
Sophisticated, active traders with a high risk tolerance who require short-term tactical hedging or directional bets against financial stocks.
Suitability
This fund is specifically for active traders; it is not suitable for passive index followers or long-term investors.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The fund is designed to capture index movements, which can be volatile, and daily compounding can lead to significant tracking error. |
| Market risk | High | Inverse exposure means investors lose money when the underlying financial sector rises. |
| Concentration | High | The fund is concentrated entirely in the financial sector, making it sensitive to industry-specific shocks. |
| Tracking/expense | Medium | Derivative costs and daily reset mechanics make this fund ineffective for holding periods longer than a single day. |
| Liquidity | Medium | Spreads and volume may limit the ability to enter or exit large positions efficiently. |
| Business/sector quality | Medium | The sector's performance is highly sensitive to macro-economic cycles and interest rate environments. |
Risk Analysis
Volatility
SEF experiences high daily volatility as it is designed to move against the S&P Financial Select Sector Index.
Market Risk
The fund is subject to systemic risk in the financial sector, including interest rate fluctuations and credit market conditions.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Derivatives | S&P Financial Select Sector Index (Inverse -1x daily objective) | 95 | The fund uses swap agreements to provide a -1x return relative to the daily movement of major financial stocks. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Cash and high-quality short-term instruments are held to collateralize derivative positions. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit -12.9% | Avg. Invested days 26 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/01/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 1, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $17.46M |
| Issuer | ProShares |
| Expense Ratio | 0.95% |
| Distribution Yield | 3.47% |
| Inception | Jun 10, 2008 |
Performance
| Period | Total Return |
|---|---|
| YTD | +1.81% |
| 1 Year | +0.31% |
| 3 Year | -11.88% |
| 5 Year | -6.09% |
| 10 Year | -11.70% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 11.89% |
| 3Y Volatility | 13.64% |
| 3Y Sharpe Ratio | -1.26 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Benchmark | S&P 500 TR USD |
Top Sectors
| Sector | Weight |
|---|---|
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
| Financial Services | 0.00% |
| Real Estate | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Holdings Turnover | 0.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Berkshire Hathaway | 7.56% |
| JPMorgan Chase & | 7.27% |
| Visa. Class A | 5.88% |
| Mastercard | 4.83% |
| Bank of America | 4.46% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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