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HCPIX: HEALTH CARE ULTRASECTOR PROFUND HEALTH CARE ULTRASECTOR PROFUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 103.92 0.33(0.32%) May 03
Asset Class: | Trading-Leveraged Equity |
MyPlanIQ Rating: | (80%) |
Start Date: | 08/21/2000 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 0.00% |
Expenses | 1.61% |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/22/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.8 | 3.8 | 5.6 | 3.1 | 11.8 | 12.5 | 18.5 | 11.1 | 8.1 | -1.6 | -10.6 | 33.9 | 16.9 | 28.4 | 5.0 | 32.1 | -6.5 | 6.4 | 36.8 | 64.6 | 26.9 | 14.0 | 3.9 | 28.7 | -36.9 | 7.0 | 5.0 | 7.6 | 2.0 | 25.3 | -36.7 | -22.8 | 18.1 |
Sharpe Ratio | NA | 0.39 | 0.18 | 0.01 | 0.36 | 0.45 | NA | NA | 0.26 | -0.34 | -0.41 | 1.88 | 0.35 | 1.32 | 0.14 | 2.4 | -0.29 | 0.23 | 1.68 | 3.5 | 1.62 | 0.46 | 0.17 | 0.95 | -0.8 | 0.22 | 0.11 | 0.34 | 0.06 | 0.97 | -0.96 | -0.82 | 1.72 |
Draw Down(%) | NA | 9.6 | 14.8 | 25.4 | 40.7 | 40.7 | NA | NA | 64.9 | 15.1 | 24.9 | 12.1 | 40.7 | 11.6 | 24.4 | 5.8 | 19.1 | 25.2 | 11.6 | 7.8 | 10.4 | 26.6 | 20.9 | 28.9 | 52.6 | 12.5 | 15.4 | 12.1 | 20.8 | 14.4 | 49.6 | 35.1 | 8.2 |
Standard Deviation(%) | NA | 15.2 | 15.9 | 22.0 | 28.3 | 25.8 | NA | NA | 26.6 | 17.4 | 29.7 | 18.1 | 46.7 | 20.5 | 26.7 | 13.2 | 23.3 | 27.8 | 21.9 | 18.5 | 16.7 | 30.4 | 22.7 | 30.2 | 47.1 | 18.1 | 15.4 | 16.0 | 19.3 | 25.4 | 39.3 | 31.0 | 31.4 |
Treynor Ratio | NA | 0.08 | 0.04 | 0.0 | 0.09 | 0.1 | NA | NA | 0.06 | -0.07 | -0.12 | 0.36 | 0.13 | 0.21 | 0.03 | 0.25 | -0.05 | 0.04 | 0.22 | 0.45 | 0.24 | 0.11 | 0.04 | 0.34 | -0.36 | 0.04 | 0.01 | 0.04 | 0.01 | 0.2 | -0.31 | -0.35 | 1.48 |
Alpha | NA | -0.03 | -0.05 | -0.02 | -0.01 | 0.0 | NA | NA | 0.01 | -0.09 | 0.04 | 0.03 | -0.01 | -0.03 | 0.05 | 0.01 | -0.08 | 0.03 | 0.05 | 0.04 | 0.03 | 0.05 | -0.04 | 0.03 | 0.02 | 0.01 | -0.05 | 0.01 | -0.04 | -0.03 | -0.04 | -0.06 | 0.24 |
Beta | NA | 0.77 | 0.81 | 0.95 | 1.12 | 1.21 | NA | NA | 1.11 | 0.87 | 1.0 | 0.93 | 1.25 | 1.29 | 1.44 | 1.28 | 1.36 | 1.53 | 1.64 | 1.44 | 1.13 | 1.23 | 1.07 | 0.85 | 1.05 | 1.02 | 1.22 | 1.23 | 1.35 | 1.26 | 1.23 | 0.73 | 0.37 |
RSquared | NA | 0.34 | 0.36 | 0.56 | 0.72 | 0.7 | NA | NA | 0.66 | 0.43 | 0.67 | 0.46 | 0.86 | 0.62 | 0.85 | 0.42 | 0.58 | 0.73 | 0.73 | 0.74 | 0.75 | 0.89 | 0.73 | 0.59 | 0.82 | 0.82 | 0.63 | 0.62 | 0.6 | 0.72 | 0.66 | 0.26 | 0.06 |
Yield(%) | N/A | 0.0 | 0.3 | 0.1 | 0.1 | 1.9 | 4.7 | 2.4 | N/A | 0.3 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 12.6 | 0.0 | 0.0 | 1.8 | 0.0 | 0.0 | 0.0 | 0.3 | 0.0 | 0.8 | 0.5 | 0.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | 420.0 | -95.5 | 1936.4 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 50.0 | -99.7 | N/A | N/A | -100.0 | N/A | N/A | N/A | -100.0 | N/A | -100.0 | 75.0 | 14.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/22/2000
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