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UNPIX: ULTRAINTERNATIONAL PROFUND ULTRAINTERNATIONAL PROFUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 18.78 0.36(1.95%) May 03
Asset Class: | Trading-Leveraged Equity |
MyPlanIQ Rating: | (63%) |
Start Date: | 04/27/2006 |
Last Dividend Date: | 12/30/2008 |
12-Mo. Yield | 0.00% |
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 | Since 04/27/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.2 | 5.6 | 12.1 | -3.3 | 3.2 | 0.5 | 6.0 | -2.5 | 26.5 | -33.8 | 18.2 | -0.1 | 38.9 | -31.5 | 48.2 | -5.0 | -8.4 | -16.3 | 39.8 | 32.7 | -32.9 | 5.9 | 44.4 | -74.5 | 8.4 | 12.5 |
Sharpe Ratio | NA | 0.32 | 0.25 | -0.19 | 0.03 | -0.01 | NA | -0.08 | 0.82 | -0.76 | 0.68 | -0.01 | 1.65 | -1.11 | 2.93 | -0.14 | -0.24 | -0.64 | 1.42 | 0.92 | -0.53 | 0.11 | 0.69 | -0.75 | 0.13 | 0.48 |
Draw Down(%) | NA | 10.4 | 23.9 | 54.4 | 58.1 | 64.3 | NA | 89.3 | 23.9 | 52.6 | 14.4 | 58.1 | 16.4 | 43.8 | 4.6 | 24.5 | 32.0 | 27.2 | 20.1 | 32.2 | 50.7 | 40.1 | 53.0 | 84.4 | 24.6 | 30.0 |
Standard Deviation(%) | NA | 22.2 | 25.1 | 34.1 | 40.9 | 35.6 | NA | 46.1 | 27.5 | 46.2 | 26.8 | 65.2 | 22.7 | 29.4 | 16.3 | 38.3 | 34.8 | 25.4 | 28.0 | 36.0 | 62.7 | 51.8 | 64.0 | 99.8 | 41.6 | 32.3 |
Treynor Ratio | NA | 0.05 | 0.04 | -0.04 | 0.01 | 0.0 | NA | -0.02 | 0.14 | -0.23 | 0.12 | 0.0 | 0.24 | -0.23 | 0.29 | -0.02 | -0.04 | -0.09 | 0.18 | 0.13 | -0.13 | 0.02 | 0.2 | -0.33 | 0.02 | 0.06 |
Alpha | NA | -0.07 | -0.1 | -0.05 | -0.05 | -0.06 | NA | -0.06 | -0.04 | -0.01 | -0.08 | -0.07 | -0.03 | -0.11 | 0.04 | -0.11 | -0.03 | -0.16 | -0.1 | -0.01 | -0.13 | -0.08 | -0.01 | 0.0 | 0.02 | -0.03 |
Beta | NA | 1.37 | 1.64 | 1.57 | 1.62 | 1.67 | NA | 2.03 | 1.57 | 1.56 | 1.55 | 1.68 | 1.57 | 1.44 | 1.62 | 2.42 | 1.9 | 1.85 | 2.2 | 2.45 | 2.49 | 2.57 | 2.18 | 2.27 | 2.3 | 2.58 |
RSquared | NA | 0.51 | 0.59 | 0.63 | 0.74 | 0.71 | NA | 0.78 | 0.57 | 0.67 | 0.6 | 0.84 | 0.74 | 0.71 | 0.44 | 0.72 | 0.72 | 0.69 | 0.76 | 0.75 | 0.88 | 0.81 | 0.87 | 0.87 | 0.78 | 0.69 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 | 0.9 | 1.8 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -69.0 | -46.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/27/2006
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