(SPYU) MAX S P 500 4X Leveraged ETN - Ratings and Ratios
Leveraged, Equity, Index, Stocks, Futures
Description: SPYU MAX S P 500 4X Leveraged ETN
The MAX S&P 500 4X Leveraged ETN (SPYU) is designed for sophisticated investors seeking daily trading tools to manage risks within a diversified portfolio. It aims to provide 4x leveraged exposure to the S&P 500 index on a daily basis, net of fees.
As a trading tool, SPYU is suited for investors who can actively manage their positions daily, as its performance is reset each day. The ETNs design inherently involves significant risks, including the potential for substantial losses if the market moves against the investors position. The Daily Investor Fee, Daily Financing Charge, and Redemption Fee Amount can erode returns over time.
From a performance perspective, key metrics to monitor include the ETNs ability to track its underlying index, the S&P 500, on a 4x leveraged basis. Investors should be aware of the ETNs volatility, as measured by its Average True Range (ATR) of 3.22%, indicating significant price swings. The ETNs liquidity, supported by an AUM of $323.33M USD, is relatively robust, allowing for easier entry and exit.
To evaluate SPYUs effectiveness, investors should track its daily returns relative to the S&P 500, as well as monitor the compounding effect of daily resets. Key Performance Indicators (KPIs) include the ETNs tracking error, daily return deviation from its 4x leverage target, and the impact of fees on long-term performance. Additionally, investors should consider the ETNs trading volume and bid-ask spreads to gauge liquidity and potential trading costs.
SPYU ETF Overview
| Market Cap in USD | 391m |
| Category | Trading--Leveraged Equity |
| IPO / Inception | 2023-12-04 |
SPYU ETF Ratings
| Growth Rating | 43.7% |
| Fundamental | - |
| Dividend Rating | - |
| Return 12m vs S&P 500 | 4.82% |
| Analyst Rating | - |
SPYU Dividends
Currently no dividends paidSPYU Growth Ratios
| Growth Correlation 3m | 91.2% |
| Growth Correlation 12m | -32% |
| Growth Correlation 5y | 43.7% |
| CAGR 5y | 47.27% |
| CAGR/Max DD 5y | 0.76 |
| CAGR/Mean DD 5y | 5.40 |
| Sharpe Ratio 12m | 0.97 |
| Alpha | 5.02 |
| Beta | 0.789 |
| Volatility | 47.86% |
| Current Volume | 1085.2k |
| Average Volume 20d | 585k |
| Stop Loss | 47.2 (-3.3%) |
| Signal | -0.65 |
What is the price of SPYU shares?
Over the past week, the price has changed by +3.87%, over one month by +6.62%, over three months by +26.23% and over the past year by +25.71%.
Is MAX S P 500 4X Leveraged ETN a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of SPYU is around 45.40 USD . This means that SPYU is currently overvalued and has a potential downside of -6.97%.
Is SPYU a buy, sell or hold?
What are the forecasts/targets for the SPYU price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 50.8 | 4.1% |
Last update: 2025-08-27 04:49
SPYU Fundamental Data Overview
CCE Cash And Equivalents = unknown
Revenue TTM is 0, using Net Income TTM 0.0 + Cost of Revenue 0.0 = 0.0 USD
Beta = 0.0
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 390.6m USD (390.6m + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = none (FCF TTM 0.0 / Enterprise Value 390.6m)
FCF Margin = unknown (Revenue TTM is 0)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 390.6m / Book Value Of Equity 0.0)
Interest Expense / Debt = 0.0% (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default)
NOPAT = 0.0 (EBIT 0.0, no tax applied on loss)
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown Debt (none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = none (Debt none / FCF TTM 0.0)
Total Stockholder Equity = unknown
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity none)
RoCE = unknown (Ebit 0.0 / (Equity none + L.T.Debt none))
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, Ebit 0.0)
WACC = unknown (E(390.6m)/V(0.0) * Re(8.92%)) + (D(none)/V(0.0) * Rd(0.0%) * (1-Tc(0.21)))
Discount Rate = 8.92% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)
Additional Sources for SPYU ETF
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle