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BKPIX: BANKS ULTRASECTOR PROFUND BANKS ULTRASECTOR PROFUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 58.12 0.34(0.58%) May 19
| Asset Class: | Trading-Leveraged Equity |
| MyPlanIQ Rating: | (66%) |
| Start Date: | 09/28/2001 |
| Last Dividend Date: | 12/28/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.71% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/28/2001 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.0 | -3.3 | 18.6 | 9.4 | 19.7 | 6.4 | 7.5 | -2.7 | -0.5 | 27.7 | 10.0 | -30.8 | 52.4 | -30.7 | 56.0 | -27.2 | 26.8 | 34.0 | -1.8 | 14.8 | 53.7 | 52.1 | -40.5 | 10.5 | -24.4 | -68.9 | -40.0 | 20.8 | -1.9 | 17.4 | 46.1 | -11.4 | 6.3 |
| Sharpe Ratio | NA | -0.2 | 0.29 | 0.13 | 0.39 | 0.11 | NA | NA | -0.03 | 0.54 | 0.12 | -0.74 | 1.45 | -0.38 | 1.92 | -0.91 | 1.05 | 0.91 | -0.06 | 0.65 | 2.26 | 1.53 | -0.67 | 0.24 | -0.2 | -0.59 | -1.19 | 1.04 | -0.24 | 0.94 | 1.78 | -0.3 | 0.79 |
| Draw Down(%) | NA | 33.4 | 38.4 | 45.2 | 61.7 | 66.2 | NA | NA | 96.1 | 18.4 | 45.2 | 48.3 | 18.9 | 66.2 | 17.9 | 41.4 | 17.0 | 31.9 | 22.3 | 13.8 | 12.8 | 30.9 | 57.1 | 40.6 | 78.8 | 79.4 | 42.0 | 10.1 | 15.5 | 15.5 | 19.1 | 42.2 | 14.8 |
| Standard Deviation(%) | NA | 49.4 | 44.8 | 43.6 | 45.3 | 43.5 | NA | NA | 50.5 | 38.8 | 46.8 | 43.5 | 36.1 | 81.6 | 28.4 | 31.5 | 25.0 | 37.0 | 31.7 | 22.7 | 23.7 | 34.3 | 60.1 | 44.2 | 119.7 | 118.0 | 36.3 | 16.9 | 17.1 | 17.6 | 25.6 | 42.4 | 32.6 |
| Treynor Ratio | NA | -0.07 | 0.08 | 0.04 | 0.11 | 0.03 | NA | NA | -0.01 | 0.13 | 0.03 | -0.23 | 0.35 | -0.19 | 0.34 | -0.2 | 0.11 | 0.16 | -0.01 | 0.09 | 0.3 | 0.24 | -0.18 | 0.05 | -0.07 | -0.3 | -0.22 | 0.13 | -0.03 | 0.12 | 0.33 | -0.09 | 0.2 |
| Alpha | NA | -0.03 | 0.03 | -0.02 | 0.01 | -0.02 | NA | NA | -0.03 | 0.0 | -0.11 | -0.01 | 0.04 | -0.16 | 0.02 | -0.09 | -0.08 | 0.04 | 0.0 | -0.02 | -0.02 | 0.06 | -0.18 | -0.05 | -0.22 | 0.17 | -0.22 | 0.0 | -0.03 | 0.01 | 0.02 | 0.11 | -0.1 |
| Beta | NA | 1.5 | 1.58 | 1.61 | 1.63 | 1.61 | NA | NA | 1.97 | 1.61 | 2.22 | 1.4 | 1.51 | 1.58 | 1.62 | 1.44 | 2.43 | 2.17 | 1.75 | 1.63 | 1.79 | 2.18 | 2.31 | 2.06 | 3.65 | 2.32 | 1.93 | 1.37 | 1.4 | 1.31 | 1.39 | 1.44 | 1.33 |
| RSquared | NA | 0.71 | 0.47 | 0.45 | 0.41 | 0.47 | NA | NA | 0.56 | 0.27 | 0.39 | 0.6 | 0.3 | 0.45 | 0.5 | 0.61 | 0.42 | 0.59 | 0.73 | 0.67 | 0.7 | 0.65 | 0.81 | 0.71 | 0.67 | 0.65 | 0.73 | 0.66 | 0.71 | 0.69 | 0.86 | 0.78 | 0.48 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.7 | 0.7 | 0.5 | 1.7 | 0.4 | N/A | 0.0 | 1.8 | 0.2 | 0.0 | 0.0 | 0.6 | 1.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.4 | 0.6 | 1.7 | 0.8 | 1.2 | 5.8 | 4.0 | 0.3 |
| Dividend Growth(%) | N/A | N/A | -100.0 | 296.9 | 10.3 | 3.6 | N/A | N/A | N/A | -100.0 | 517.6 | N/A | N/A | -100.0 | -61.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 39.4 | -60.7 | 113.4 | -21.3 | -72.7 | 31.8 | 1429.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/2001
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