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BLPSX: BULL PROFUND BULL PROFUND SERVICE CLASS (MUTUAL FUND)
Basic Info 51 0.05(0.10%) May 17
Asset Class: | Trading-Leveraged Equity |
MyPlanIQ Rating: | (33%) |
Start Date: | 12/02/1997 |
Last Dividend Date: | 12/20/2022 |
12-Mo. Yield | 0.00% |
Expenses | 1.50% |
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Performance Analytics (As of 05/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/02/1997 |
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(%) | 1.6 | 10.6 | 26.0 | 7.5 | 39.4 | 22.7 | 20.2 | 13.4 | 9.7 | 22.9 | -19.7 | 11.9 | 14.9 | 25.7 | -7.6 | 18.3 | 8.6 | -1.3 | 10.4 | 28.4 | 12.6 | -1.1 | 11.5 | 22.7 | -38.7 | 3.3 | 12.9 | 1.9 | 7.7 | 24.9 | -26.7 | -15.1 | -14.6 | 16.0 | 25.6 | -0.7 |
Sharpe Ratio | NA | 1.96 | 1.81 | 0.25 | 0.7 | 0.55 | NA | NA | 0.29 | 1.42 | -0.87 | 0.76 | 0.44 | 0.02 | -1.71 | -0.13 | -1.94 | -1.28 | -0.7 | 0.89 | -0.47 | -0.83 | -0.39 | 0.15 | -1.42 | -1.17 | -0.93 | -1.86 | -1.08 | 0.33 | -1.78 | -1.71 | -1.71 | 0.68 | 0.97 | -0.74 |
Draw Down(%) | NA | 5.6 | 10.5 | 26.2 | 34.0 | 34.0 | NA | NA | 61.9 | 10.5 | 26.2 | 13.0 | 34.0 | 67.0 | 20.5 | 2.9 | 10.6 | 12.5 | 7.5 | 5.9 | 10.0 | 19.8 | 16.1 | 27.6 | 49.0 | 10.1 | 7.8 | 7.4 | 8.7 | 14.2 | 35.6 | 31.3 | 19.4 | 13.4 | 19.8 | 5.7 |
Standard Deviation(%) | NA | 11.7 | 11.6 | 17.6 | 53.4 | 38.9 | NA | NA | 29.0 | 13.3 | 24.4 | 15.8 | 33.0 | 156.1 | 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 | 11.0 | 17.1 | 26.1 | 21.5 | 22.1 | 18.8 | 22.9 | 16.4 |
Treynor Ratio | NA | 0.23 | 0.21 | 0.05 | 0.46 | 0.25 | NA | NA | 0.09 | 0.19 | -0.22 | 0.12 | 0.17 | -0.03 | -0.29 | -0.01 | -0.26 | -0.2 | -0.08 | 0.1 | -0.06 | -0.2 | -0.07 | 0.04 | -0.58 | -0.19 | -0.09 | -0.19 | -0.12 | 0.06 | -0.51 | -0.37 | -0.41 | 0.12 | 0.21 | -0.12 |
Alpha | NA | -0.01 | -0.01 | -0.01 | 0.16 | 0.08 | NA | NA | 0.02 | -0.01 | -0.02 | -0.05 | 0.0 | 0.56 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.04 | -0.01 | -0.04 | -0.02 | -0.01 | -0.03 |
Beta | NA | 1.0 | 1.0 | 0.97 | 0.81 | 0.86 | NA | NA | 0.95 | 0.99 | 0.96 | 0.97 | 0.86 | -0.72 | 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 | 1.03 | 1.08 | 1.02 |
RSquared | NA | 1.0 | 1.0 | 0.92 | 0.03 | 0.05 | NA | NA | 0.18 | 0.95 | 0.89 | 0.67 | 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 | 0.83 | 0.98 | 0.92 | 0.94 |
Yield(%) | N/A | 0.0 | 0.0 | 4.6 | 5.6 | 4.1 | 5.4 | 3.3 | N/A | 0.0 | 1.0 | 14.3 | 7.3 | 2.0 | 0.2 | 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 | 0.1 | 0.0 | 0.0 | 0.0 | 0.5 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | -100.0 | 80.7 | 12614.9 | 66152.3 | N/A | N/A | N/A | -100.0 | -92.1 | 107.2 | 371.0 | 675.0 | 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 | 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 12/02/1997
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