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TEPIX: TECHNOLOGY ULTRASECTOR PROFUND TECHNOLOGY ULTRASECTOR PROFUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 135.61 5.39(4.14%) May 03
Asset Class: | Trading-Leveraged Equity |
MyPlanIQ Rating: | (77%) |
Start Date: | 06/19/2000 |
Last Dividend Date: | 12/20/2023 |
12-Mo. Yield | 0.00% |
Expenses | 1.58% |
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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 06/19/2000 |
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(%) | 1.8 | 5.9 | 52.6 | 11.0 | 56.3 | 39.9 | 34.3 | 22.7 | 8.6 | 91.1 | -51.6 | 45.6 | 64.5 | 72.8 | -6.9 | 49.2 | 17.9 | 2.6 | 27.6 | 38.7 | 15.0 | -3.9 | 15.1 | 100.7 | -60.7 | 17.4 | 8.9 | -0.2 | -2.7 | 71.3 | -58.4 | -50.1 | -61.5 |
Sharpe Ratio | NA | 0.33 | 1.83 | 0.17 | 0.83 | 0.79 | NA | NA | 0.16 | 2.94 | -0.99 | 1.47 | 1.15 | 0.31 | -0.79 | 1.68 | -0.64 | -0.57 | 0.43 | 1.05 | -0.14 | -0.61 | -0.11 | 1.95 | -1.3 | -0.17 | -0.56 | -1.05 | -0.74 | 1.28 | -1.15 | -0.87 | -1.34 |
Draw Down(%) | NA | 13.2 | 17.2 | 55.3 | 55.3 | 55.3 | NA | NA | 94.9 | 17.2 | 54.4 | 16.4 | 43.6 | 67.4 | 34.8 | 8.6 | 18.7 | 22.0 | 13.3 | 9.0 | 22.2 | 29.3 | 24.8 | 28.5 | 68.7 | 17.1 | 28.0 | 20.5 | 36.2 | 23.5 | 73.4 | 76.4 | 65.7 |
Standard Deviation(%) | NA | 28.4 | 26.8 | 39.0 | 64.3 | 49.2 | NA | NA | 46.9 | 29.9 | 53.7 | 31.0 | 55.7 | 157.9 | 36.1 | 17.9 | 25.3 | 27.7 | 21.1 | 19.3 | 25.2 | 37.1 | 30.9 | 42.2 | 61.7 | 27.6 | 24.0 | 20.3 | 30.3 | 40.7 | 68.0 | 82.6 | 78.4 |
Treynor Ratio | NA | 0.04 | 0.25 | 0.03 | 0.34 | 0.24 | NA | NA | 0.04 | 0.46 | -0.26 | 0.23 | 0.47 | 1.54 | -0.15 | 0.15 | -0.09 | -0.1 | 0.05 | 0.15 | -0.02 | -0.15 | -0.02 | 0.58 | -0.56 | -0.03 | -0.07 | -0.13 | -0.1 | 0.25 | -0.35 | -0.22 | -0.29 |
Alpha | NA | -0.11 | 0.0 | 0.0 | 0.19 | 0.11 | NA | NA | 0.02 | 0.1 | -0.1 | -0.04 | 0.14 | 0.67 | 0.1 | 1.16 | 0.8 | 1.11 | 0.06 | 0.48 | 0.01 | 0.02 | 0.4 | 0.19 | -0.05 | 0.08 | 0.01 | 0.45 | 0.0 | 0.1 | 0.34 | 0.17 | 1.14 |
Beta | NA | 2.16 | 1.99 | 2.0 | 1.55 | 1.63 | NA | NA | 1.76 | 1.93 | 2.01 | 1.96 | 1.35 | 0.32 | 1.96 | 2.0 | 1.72 | 1.64 | 1.67 | 1.39 | 1.74 | 1.49 | 1.54 | 1.43 | 1.42 | 1.5 | 2.06 | 1.63 | 2.18 | 2.09 | 2.25 | 3.22 | 3.63 |
RSquared | NA | 0.77 | 0.76 | 0.78 | 0.11 | 0.16 | NA | NA | 0.34 | 0.71 | 0.81 | 0.69 | 0.72 | 0.0 | 0.87 | 0.56 | 0.8 | 0.84 | 0.81 | 0.64 | 0.77 | 0.87 | 0.82 | 0.84 | 0.89 | 0.76 | 0.75 | 0.69 | 0.64 | 0.77 | 0.73 | 0.69 | 0.76 |
Yield(%) | N/A | 0.0 | 0.5 | 3.0 | 4.8 | 8.3 | 15.7 | 8.6 | N/A | 0.7 | 0.0 | 10.0 | 3.6 | 0.0 | 0.2 | 6.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 | 0.0 | 0.2 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | 327.1 | 569.3 | 16825.0 | N/A | N/A | N/A | N/A | -100.0 | 321.2 | N/A | -100.0 | -95.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | -50.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/19/2000
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