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BLPIX: Bull Profund Investor Clas (MUTUAL FUND)
Basic Info 64.71 0.81(1.27%) May 03
Asset Class: | Trading-Leveraged Equity |
MyPlanIQ Rating: | (72%) |
Start Date: | 11/28/1997 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 0.80% |
Expenses | 1.50% |
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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 11/28/1997 |
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(%) | 0.5 | 7.3 | 25.1 | 6.7 | 39.2 | 23.4 | 21.1 | 14.1 | 10.7 | 24.1 | -19.0 | 26.7 | 16.0 | 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 | 1.62 | 1.84 | 0.25 | 0.7 | 0.58 | NA | NA | 0.32 | 1.51 | -0.85 | 2.0 | 0.48 | 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 | 5.5 | 10.3 | 25.7 | 33.9 | 33.9 | NA | NA | 58.0 | 10.3 | 25.7 | 5.2 | 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 | 11.6 | 11.7 | 17.4 | 53.4 | 38.9 | NA | NA | 29.0 | 13.3 | 24.2 | 13.3 | 33.0 | 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 | 0.19 | 0.22 | 0.04 | 0.46 | 0.26 | NA | NA | 0.1 | 0.2 | -0.21 | 0.27 | 0.18 | -3.82 | -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 | 0.16 | 0.08 | NA | NA | 0.02 | -0.01 | -0.01 | 0.0 | 0.0 | 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 | 1.0 | 1.0 | 0.97 | 0.81 | 0.86 | NA | NA | 0.95 | 0.99 | 0.96 | 0.99 | 0.86 | -0.75 | 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 | 1.02 | 1.03 | 0.85 |
RSquared | NA | 1.0 | 1.0 | 0.94 | 0.03 | 0.05 | NA | NA | 0.18 | 0.95 | 0.92 | 0.96 | 0.83 | 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 | 0.97 | 0.83 | 0.76 |
Yield(%) | N/A | 0.0 | 0.0 | 3.4 | 4.4 | 3.6 | 5.0 | 3.1 | N/A | 0.0 | 0.8 | 10.6 | 6.3 | 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 | -95.8 | 46.6 | 4033.3 | 2108.7 | N/A | N/A | N/A | -95.8 | -91.3 | 79.9 | 285.0 | 233.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -91.3 | 91.7 | 100.0 | 100.0 | 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
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