Find A Portfolio/Ticker
Comparison Box
BLPIX: Bull Profund Investor Clas (MUTUAL FUND)
Basic Info 75.84 0.38(0.50%) June 30
| Asset Class: | Trading-Leveraged Equity |
| MyPlanIQ Rating: | (72%) |
| Start Date: | 11/28/1997 |
| Last Dividend Date: | 12/27/2024 |
| 12-Mo. Yield | 1.45% |
| Expenses | 1.50% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/28/1997 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.0 | 4.6 | 11.2 | 15.3 | 11.1 | 22.1 | 19.9 | 13.9 | 10.3 | 21.2 | 24.1 | -20.6 | 15.5 | 9.9 | 286.9 | -6.1 | 19.5 | 9.7 | -0.3 | 11.6 | 29.7 | 13.8 | -0.1 | 12.6 | 24.0 | -38.1 | 4.5 | 14.0 | 3.0 | 9.0 | 26.2 | -26.1 | -14.3 | -12.5 | 17.1 | 25.6 | -0.5 |
| Sharpe Ratio | NA | 0.22 | 0.37 | 0.69 | 0.52 | 0.53 | NA | NA | 0.31 | 1.15 | 1.53 | -0.91 | 1.05 | 0.29 | 2.58 | -0.43 | 2.84 | 0.72 | -0.02 | 1.0 | 2.67 | 1.09 | -0.01 | 0.69 | 0.88 | -0.95 | 0.09 | 1.07 | 0.08 | 0.73 | 1.49 | -1.04 | -0.78 | -0.75 | 0.74 | 0.97 | -0.58 |
| Draw Down(%) | NA | 19.0 | 19.0 | 19.0 | 28.4 | 33.9 | NA | NA | 58.0 | 8.6 | 10.3 | 25.7 | 11.4 | 33.9 | 6.8 | 19.8 | 2.8 | 10.5 | 12.2 | 7.4 | 5.8 | 9.9 | 19.4 | 15.9 | 27.5 | 48.5 | 10.0 | 7.7 | 7.2 | 8.2 | 14.1 | 35.2 | 30.8 | 18.9 | 13.2 | 19.5 | 5.8 |
| Standard Deviation(%) | NA | 24.4 | 19.8 | 17.2 | 17.9 | 39.3 | NA | NA | 28.7 | 12.7 | 13.1 | 24.2 | 14.8 | 33.5 | 110.5 | 17.1 | 6.7 | 13.1 | 15.5 | 11.5 | 11.1 | 12.7 | 23.5 | 18.1 | 27.1 | 40.9 | 16.0 | 10.1 | 10.2 | 11.1 | 17.1 | 26.1 | 21.5 | 22.1 | 18.7 | 23.1 | 15.9 |
| Treynor Ratio | NA | 0.06 | 0.07 | 0.12 | 0.09 | 0.24 | NA | NA | 0.09 | 0.15 | 0.2 | -0.22 | 0.16 | 0.12 | -4.13 | -0.07 | 0.19 | 0.1 | 0.0 | 0.11 | 0.3 | 0.14 | 0.0 | 0.13 | 0.24 | -0.39 | 0.01 | 0.11 | 0.01 | 0.08 | 0.25 | -0.3 | -0.17 | -0.18 | 0.14 | 0.22 | -0.11 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.02 | 0.07 | NA | NA | 0.02 | -0.01 | -0.01 | -0.01 | -0.04 | -0.02 | 0.97 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | -0.03 | -0.01 | -0.02 | -0.01 | -0.01 | -0.09 |
| Beta | NA | 0.99 | 0.99 | 0.99 | 0.99 | 0.86 | NA | NA | 0.94 | 1.0 | 1.0 | 0.99 | 0.98 | 0.82 | -0.69 | 1.0 | 1.0 | 0.96 | 1.0 | 1.01 | 1.0 | 0.98 | 1.0 | 1.0 | 0.99 | 1.0 | 0.99 | 1.01 | 0.99 | 0.99 | 1.0 | 0.91 | 1.0 | 0.91 | 1.01 | 1.03 | 0.85 |
| RSquared | NA | 0.99 | 0.99 | 0.98 | 0.94 | 0.06 | NA | NA | 0.18 | 1.0 | 1.0 | 0.98 | 0.77 | 0.73 | 0.0 | 1.0 | 1.0 | 0.93 | 1.0 | 0.99 | 1.0 | 0.96 | 0.99 | 1.0 | 0.99 | 1.0 | 0.98 | 0.99 | 0.99 | 0.99 | 1.0 | 0.82 | 0.99 | 0.84 | 0.96 | 0.83 | 0.76 |
| Yield(%) | N/A | 0.0 | 1.5 | 0.7 | 0.5 | 0.7 | 0.9 | 0.7 | N/A | 1.7 | 0.0 | 0.0 | 0.0 | 0.3 | 2.1 | 0.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 1.1 | 0.6 | 0.3 | 0.2 | 0.0 | 0.0 | 0.0 | 1.4 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 4915.0 | 7.5 | 14.3 | 413.3 | N/A | N/A | N/A | 4915.0 | N/A | N/A | -100.0 | -80.3 | 235.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | -91.4 | 102.0 | 85.5 | 82.4 | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/28/1997
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Trading-Leveraged Equity Asset Class Trend Rankings |
Top Rated Funds in Trading-Leveraged Equity
Best Mutual Funds
- RYEUX (EUROPE 1.25X STRATEGY FUND CLASS H) 0.33% (100%)
- PMPIX (PRECIOUS METALS ULTRASECTOR PROFUND PRECIOUS METALS ULTRASECTOR PROFUND INVESTOR CLASS) 4.04% (84%)
- BIPIX (BIOTECHNOLOGY ULTRASECTOR PROFUND BIOTECHNOLOGY ULTRASECTOR PROFUND INVESTOR CLASS) 0.28% (83%)
- ENPIX (OIL & GAS ULTRASECTOR PROFUND OIL & GAS ULTRASECTOR PROFUND INVESTOR CLASS) 0.91% (82%)
- UTPIX (UTILITIES ULTRASECTOR PROFUND UTILITIES ULTRASECTOR PROFUND INVESTOR CLASS) 0.55% (81%)
- PHPIX (PHARMACEUTICALS ULTRASECTOR PROFUND PHARMACEUTICALS ULTRASECTOR PROFUND INVESTOR CLASS) 0.54% (80%)
- HCPIX (HEALTH CARE ULTRASECTOR PROFUND HEALTH CARE ULTRASECTOR PROFUND INVESTOR CLASS) 0.92% (80%)
- CNPIX (CONSUMER GOODS ULTRASECTOR PROFUND CONSUMER GOODS ULTRASECTOR PROFUND INVESTOR CLASS) 0.78% (79%)
- UOPIX (Ultra Nasdaq-100 Profunds Investor Clas) 1.24% (78%)
- TEPIX (TECHNOLOGY ULTRASECTOR PROFUND TECHNOLOGY ULTRASECTOR PROFUND INVESTOR CLASS) 1.52% (77%)
Best ETFs
- ROM (ProShares Ultra Technology) 2.04% (99%)
- ERX (Direxion Daily Energy Bull 2X Shares) 1.21% (98%)
- FAS (Direxion Daily Financial Bull 3X Shares) 2.49% (97%)
- SSO (ProShares Ultra S&P 500) 1.01% (95%)
- TNA (Direxion Daily Small Cap Bull 3X Shares) 0.36% (94%)
- LTL (ProShares Ultra Communication Services) 1.76% (91%)
- RXL (ProShares Ultra Health Care) 1.22% (91%)
- UCC (ProShares Ultra Consumer Discretionary) 0.86% (90%)
- URE (ProShares Ultra Real Estate) 1.48% (88%)
- DRN (Direxion Daily Real Estate Bull 3X Shares) 2.25% (62%)
Latest Articles Related to BLPIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
