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PHPIX: PHARMACEUTICALS ULTRASECTOR PROFUND PHARMACEUTICALS ULTRASECTOR PROFUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 23.57 0.02(0.08%) May 03
Asset Class: | Trading-Leveraged Equity |
MyPlanIQ Rating: | (80%) |
Start Date: | 08/10/2000 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 0.44% |
Expenses | 1.78% |
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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 08/11/2000 |
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(%) | 4.7 | -4.2 | -8.6 | -4.3 | 2.3 | 3.0 | 11.7 | 5.2 | 2.3 | -11.7 | -10.7 | 17.2 | 15.5 | 20.0 | -14.9 | 15.0 | -6.3 | 5.8 | 29.9 | 50.5 | 18.4 | 24.7 | 0.6 | 24.8 | -31.3 | 1.4 | 16.1 | -7.1 | -15.8 | 7.8 | -36.0 | -27.5 | 26.2 |
Sharpe Ratio | NA | -1.06 | -0.52 | -0.33 | 0.0 | 0.06 | NA | NA | 0.04 | -0.66 | -0.44 | 0.9 | 0.34 | 0.82 | -0.59 | 1.05 | -0.3 | 0.22 | 1.47 | 2.81 | 1.22 | 0.91 | 0.02 | 0.83 | -0.68 | -0.08 | 0.75 | -0.49 | -0.72 | 0.25 | -0.79 | -0.95 | 2.24 |
Draw Down(%) | NA | 20.7 | 29.4 | 39.2 | 41.6 | 45.5 | NA | NA | 77.4 | 32.1 | 24.7 | 11.7 | 41.6 | 18.8 | 32.5 | 8.3 | 21.6 | 22.8 | 12.8 | 8.3 | 12.0 | 20.8 | 22.7 | 30.2 | 48.8 | 16.1 | 11.8 | 19.9 | 30.8 | 22.1 | 52.7 | 35.7 | 11.0 |
Standard Deviation(%) | NA | 26.3 | 25.6 | 24.4 | 29.1 | 26.1 | NA | NA | 27.5 | 24.5 | 27.4 | 19.1 | 44.8 | 22.7 | 27.6 | 13.8 | 22.0 | 26.3 | 20.3 | 17.9 | 15.2 | 27.0 | 21.2 | 29.8 | 47.5 | 19.9 | 17.2 | 18.9 | 23.4 | 28.7 | 46.8 | 31.8 | 34.6 |
Treynor Ratio | NA | -0.21 | -0.11 | -0.09 | 0.0 | 0.01 | NA | NA | 0.01 | -0.14 | -0.14 | 0.23 | 0.13 | 0.14 | -0.12 | 0.16 | -0.06 | 0.04 | 0.21 | 0.4 | 0.21 | 0.24 | 0.01 | 0.33 | -0.31 | -0.02 | 0.11 | -0.09 | -0.14 | 0.05 | -0.3 | -0.64 | 67.76 |
Alpha | NA | -0.21 | -0.15 | -0.05 | -0.04 | -0.04 | NA | NA | -0.01 | -0.15 | 0.03 | -0.01 | -0.01 | -0.06 | -0.03 | -0.01 | -0.07 | 0.02 | 0.04 | 0.03 | 0.02 | 0.08 | -0.05 | 0.02 | 0.05 | -0.01 | 0.0 | -0.04 | -0.11 | -0.09 | -0.03 | -0.09 | 0.25 |
Beta | NA | 1.35 | 1.27 | 0.89 | 1.05 | 1.13 | NA | NA | 1.02 | 1.13 | 0.84 | 0.74 | 1.17 | 1.31 | 1.33 | 0.92 | 1.11 | 1.44 | 1.42 | 1.26 | 0.89 | 1.04 | 0.93 | 0.75 | 1.03 | 1.04 | 1.18 | 1.02 | 1.19 | 1.29 | 1.23 | 0.47 | 0.01 |
RSquared | NA | 0.35 | 0.34 | 0.4 | 0.59 | 0.59 | NA | NA | 0.52 | 0.36 | 0.56 | 0.26 | 0.82 | 0.52 | 0.68 | 0.2 | 0.43 | 0.71 | 0.63 | 0.61 | 0.56 | 0.8 | 0.63 | 0.47 | 0.78 | 0.7 | 0.47 | 0.31 | 0.32 | 0.59 | 0.47 | 0.1 | 0.0 |
Yield(%) | N/A | 0.0 | 0.5 | 1.6 | 1.3 | 2.2 | 5.9 | 2.5 | N/A | 0.4 | 0.0 | 4.5 | 0.4 | 0.0 | 3.4 | 4.8 | 0.0 | 0.1 | 6.6 | 2.5 | 0.6 | 0.2 | 1.0 | 0.0 | 1.1 | 3.4 | 2.4 | 0.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | 43.6 | -54.0 | 277.0 | N/A | N/A | N/A | N/A | -100.0 | 1130.0 | N/A | -100.0 | -23.6 | N/A | -100.0 | -98.3 | 271.9 | 433.3 | 200.0 | -77.8 | N/A | -100.0 | -68.6 | 59.1 | 340.0 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/11/2000
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