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IDPSX: INDUSTRIALS ULTRASECTOR PROFUND INDUSTRIALS ULTRASECTOR PROFUND SERVICE CLASS (MUTUAL FUND)
Basic Info 51.39 0.1(0.19%) May 20
Asset Class: | Trading-Leveraged Equity |
MyPlanIQ Rating: | (24%) |
Start Date: | 01/30/2004 |
Last Dividend Date: | 12/15/2021 |
12-Mo. Yield | 0.00% |
Expenses | 1.78% |
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Performance Analytics (As of 05/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/30/2004 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | 13.3 | 34.9 | 2.1 | 38.1 | 23.9 | 25.1 | 15.7 | 15.1 | 20.3 | -25.1 | 18.4 | 16.9 | 45.1 | -20.9 | 27.5 | 25.3 | -7.3 | 5.0 | 60.6 | 22.8 | -7.2 | 33.9 | 30.9 | -58.3 | 13.0 | 13.4 | 0.8 | 18.2 |
Sharpe Ratio | NA | 2.26 | 1.75 | -0.05 | 0.6 | 0.5 | NA | NA | 0.35 | 0.71 | -0.75 | 0.78 | 0.29 | 0.14 | -1.51 | 0.6 | -0.4 | -1.09 | -0.66 | 2.17 | 0.18 | -0.61 | 0.45 | 0.25 | -1.26 | -0.37 | -0.48 | -1.16 | -0.08 |
Draw Down(%) | NA | 6.9 | 19.5 | 38.9 | 55.1 | 55.1 | NA | NA | 79.9 | 19.5 | 38.1 | 13.5 | 55.1 | 67.8 | 35.4 | 6.1 | 14.7 | 22.1 | 16.2 | 8.7 | 18.2 | 39.1 | 27.7 | 50.1 | 69.4 | 16.4 | 20.4 | 12.0 | 12.2 |
Standard Deviation(%) | NA | 17.3 | 19.1 | 27.1 | 60.3 | 45.4 | NA | NA | 40.0 | 22.6 | 35.6 | 23.4 | 58.0 | 157.5 | 28.1 | 13.8 | 22.1 | 23.7 | 20.5 | 19.4 | 23.2 | 42.2 | 34.0 | 49.0 | 61.7 | 24.3 | 18.9 | 17.4 | 19.4 |
Treynor Ratio | NA | 0.31 | 0.25 | -0.01 | 0.27 | 0.16 | NA | NA | 0.09 | 0.11 | -0.2 | 0.12 | 0.11 | -3.01 | -0.27 | 0.05 | -0.06 | -0.18 | -0.08 | 0.26 | 0.02 | -0.15 | 0.09 | 0.07 | -0.54 | -0.06 | -0.05 | -0.13 | -0.01 |
Alpha | NA | 0.02 | 0.0 | -0.03 | 0.14 | 0.06 | NA | NA | 0.03 | -0.05 | 0.0 | -0.08 | 0.0 | 0.6 | -0.01 | 0.81 | 0.66 | 0.75 | -0.01 | 0.84 | 0.04 | 0.03 | 0.57 | 0.02 | -0.02 | 0.06 | 0.01 | 0.39 | 0.07 |
Beta | NA | 1.24 | 1.34 | 1.38 | 1.32 | 1.39 | NA | NA | 1.5 | 1.42 | 1.35 | 1.47 | 1.46 | -0.07 | 1.54 | 1.73 | 1.57 | 1.46 | 1.68 | 1.65 | 1.7 | 1.76 | 1.69 | 1.72 | 1.45 | 1.44 | 1.7 | 1.56 | 1.65 |
RSquared | NA | 0.7 | 0.66 | 0.78 | 0.09 | 0.13 | NA | NA | 0.28 | 0.68 | 0.84 | 0.69 | 0.77 | 0.0 | 0.89 | 0.7 | 0.87 | 0.91 | 0.88 | 0.89 | 0.87 | 0.95 | 0.82 | 0.91 | 0.94 | 0.9 | 0.81 | 0.85 | 0.9 |
Yield(%) | N/A | 0.0 | 0.0 | 1.4 | 1.3 | 2.0 | 4.4 | 2.1 | N/A | 0.0 | 0.0 | 5.0 | 0.0 | 0.0 | 0.0 | 5.7 | 0.0 | 0.6 | 1.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | 7.7 | 18603.8 | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | -100.0 | N/A | -100.0 | -62.9 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/2004
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