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BRPIX: BEAR PROFUND BEAR PROFUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 10.64 0.07(0.65%) May 16
| Asset Class: | Bear Market |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 12/29/1998 |
| Last Dividend Date: | 07/02/2024 |
| 12-Mo. Yield | 0.10% |
| Expenses | 1.64% |
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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 12/29/1998 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -5.0 | -1.9 | -15.1 | -12.4 | -15.6 | -13.1 | -14.4 | -11.8 | -8.9 | -20.3 | -15.4 | 17.3 | -24.7 | -25.6 | -23.2 | 4.0 | -18.0 | -13.3 | -4.9 | -14.3 | -26.6 | -16.6 | -8.9 | -17.4 | -28.0 | 39.8 | 0.9 | -7.2 | -3.2 | -9.9 | -24.5 | 22.3 | 13.0 | 16.4 | -12.3 | 4.9 |
| Sharpe Ratio | NA | -0.29 | -1.01 | -0.9 | -1.0 | -0.81 | NA | NA | -0.53 | -1.82 | -1.51 | 0.66 | -1.87 | -0.79 | -2.0 | 0.16 | -2.82 | -1.04 | -0.32 | -1.27 | -2.43 | -1.31 | -0.38 | -0.96 | -1.03 | 0.95 | -0.13 | -1.04 | -0.51 | -0.97 | -1.45 | 0.8 | 0.5 | 0.55 | -0.84 | 899.33 |
| Draw Down(%) | NA | 17.1 | 19.4 | 39.7 | 58.0 | 78.4 | NA | NA | 95.1 | 21.8 | 16.4 | 15.3 | 26.1 | 45.0 | 25.1 | 12.7 | 18.5 | 22.7 | 12.8 | 20.1 | 26.6 | 17.6 | 16.1 | 21.4 | 44.5 | 20.0 | 9.7 | 11.7 | 9.7 | 12.7 | 30.4 | 18.7 | 18.7 | 12.8 | 14.7 | 0.0 |
| Standard Deviation(%) | NA | 27.6 | 21.3 | 18.7 | 18.2 | 18.3 | NA | NA | 19.5 | 14.8 | 13.1 | 24.3 | 13.2 | 32.5 | 12.3 | 17.0 | 6.6 | 13.1 | 15.6 | 11.3 | 11.0 | 12.8 | 23.4 | 18.2 | 27.2 | 40.7 | 16.0 | 10.0 | 10.5 | 11.1 | 17.3 | 26.6 | 22.0 | 22.3 | 18.5 | 48.5 |
| Treynor Ratio | NA | 0.08 | 0.22 | 0.17 | 0.19 | 0.16 | NA | NA | 0.11 | 0.28 | 0.21 | -0.17 | 0.26 | 0.33 | 0.26 | -0.03 | 0.2 | 0.14 | 0.05 | 0.15 | 0.28 | 0.18 | 0.09 | 0.18 | 0.29 | -0.39 | 0.02 | 0.11 | 0.06 | 0.11 | 0.24 | -0.23 | -0.11 | -0.14 | 0.15 | -93.65 |
| Alpha | NA | 0.0 | -0.05 | -0.02 | -0.02 | -0.01 | NA | NA | 0.0 | -0.05 | 0.0 | -0.01 | -0.02 | -0.02 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.02 | 2.4 |
| Beta | NA | -0.99 | -0.98 | -0.97 | -0.96 | -0.91 | NA | NA | -0.95 | -0.95 | -0.96 | -0.96 | -0.95 | -0.79 | -0.96 | -1.01 | -0.93 | -0.95 | -1.01 | -0.95 | -0.96 | -0.95 | -0.95 | -0.97 | -0.97 | -0.99 | -1.0 | -0.93 | -0.96 | -0.96 | -1.04 | -0.94 | -0.97 | -0.89 | -1.05 | -4.66 |
| RSquared | NA | 1.0 | 0.85 | 0.92 | 0.94 | 0.86 | NA | NA | 0.92 | 0.7 | 0.99 | 0.96 | 0.97 | 0.7 | 0.98 | 0.99 | 0.98 | 0.97 | 0.99 | 0.98 | 0.99 | 0.95 | 0.98 | 0.99 | 1.0 | 1.0 | 0.99 | 0.98 | 0.94 | 0.98 | 0.99 | 0.78 | 0.95 | 0.91 | 0.97 | 1.0 |
| Yield(%) | N/A | 0.0 | 0.1 | 1.5 | 0.6 | 0.9 | 0.2 | 0.8 | N/A | 0.1 | 4.4 | 0.0 | 0.0 | 0.0 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 7.5 | 3.2 | 5.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 7.7 | 60.6 | 4.6 |
| Dividend Growth(%) | N/A | -100.0 | -98.4 | 830.1 | 1004.2 | -80.2 | N/A | N/A | N/A | -98.4 | N/A | N/A | -100.0 | -83.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 128.4 | -45.6 | N/A | N/A | N/A | N/A | N/A | -100.0 | -51.1 | 1218.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/29/1998
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