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BRPSX: BEAR PROFUND BEAR PROFUND SERVICE CLASS (MUTUAL FUND)
Basic Info 11.24 0.01(0.09%) May 17
Asset Class: | Bear Market |
MyPlanIQ Rating: | (53%) |
Start Date: | 09/11/1998 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 3.78% |
Expenses | 1.64% |
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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 08/07/2000 |
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(%) | -1.4 | -8.3 | -17.6 | -8.9 | -15.5 | -14.0 | -16.2 | -12.2 | -9.8 | -19.7 | 16.4 | -25.6 | -26.4 | -23.9 | 2.9 | -18.8 | -14.2 | -5.9 | -15.2 | -27.4 | -17.4 | -9.8 | -18.2 | -28.7 | 38.4 | -0.0 | -8.1 | -2.1 | -10.7 | -25.2 | 20.9 | 12.0 | 15.5 | -13.3 | -16.3 |
Sharpe Ratio | NA | -1.88 | -1.79 | -0.61 | -0.79 | -0.84 | NA | NA | -0.58 | -1.73 | 0.62 | -1.92 | -0.77 | -2.06 | 0.1 | -2.93 | -1.1 | -0.38 | -1.34 | -2.48 | -1.38 | -0.42 | -1.01 | -1.06 | 0.92 | -0.19 | -1.13 | -0.41 | -1.05 | -1.5 | 0.74 | 0.45 | 0.51 | -0.89 | -2.0 |
Draw Down(%) | NA | 9.7 | 19.9 | 28.6 | 63.5 | 77.8 | NA | NA | 95.2 | 20.6 | 15.4 | 26.9 | 45.4 | 25.9 | 13.3 | 19.2 | 23.4 | 13.1 | 20.9 | 27.4 | 18.4 | 16.5 | 21.9 | 45.0 | 20.1 | 10.2 | 12.1 | 9.9 | 13.1 | 30.9 | 18.9 | 18.8 | 12.9 | 15.2 | 23.1 |
Standard Deviation(%) | NA | 11.7 | 11.5 | 17.4 | 21.3 | 17.7 | NA | NA | 19.6 | 13.9 | 24.1 | 13.3 | 34.3 | 12.3 | 17.1 | 6.7 | 13.1 | 15.5 | 11.4 | 11.1 | 12.8 | 23.4 | 18.2 | 27.2 | 40.7 | 16.0 | 10.1 | 10.4 | 11.1 | 17.3 | 26.6 | 22.0 | 22.3 | 18.6 | 23.5 |
Treynor Ratio | NA | 0.23 | 0.22 | 0.11 | 0.17 | 0.15 | NA | NA | 0.12 | 0.25 | -0.16 | 0.27 | 0.27 | 0.26 | -0.02 | 0.21 | 0.15 | 0.06 | 0.16 | 0.28 | 0.19 | 0.1 | 0.19 | 0.3 | -0.38 | 0.03 | 0.12 | 0.04 | 0.12 | 0.25 | -0.2 | -0.1 | -0.13 | 0.16 | 0.44 |
Alpha | NA | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | NA | NA | 0.0 | -0.02 | -0.01 | -0.03 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | 0.06 |
Beta | NA | -0.96 | -0.95 | -0.94 | -0.96 | -0.97 | NA | NA | -0.97 | -0.95 | -0.93 | -0.94 | -0.98 | -0.96 | -1.01 | -0.94 | -0.95 | -1.01 | -0.96 | -0.97 | -0.95 | -0.95 | -0.97 | -0.97 | -0.99 | -1.0 | -0.93 | -0.97 | -0.96 | -1.04 | -0.97 | -0.97 | -0.9 | -1.06 | -1.07 |
RSquared | NA | 0.98 | 0.98 | 0.93 | 0.97 | 0.97 | NA | NA | 0.97 | 0.86 | 0.93 | 0.93 | 1.0 | 0.97 | 0.99 | 0.98 | 0.96 | 0.99 | 0.98 | 0.99 | 0.95 | 0.98 | 0.99 | 1.0 | 1.0 | 0.99 | 0.98 | 0.98 | 0.98 | 0.99 | 0.84 | 0.95 | 0.94 | 0.97 | 0.92 |
Yield(%) | N/A | 0.0 | 3.8 | 1.2 | 0.4 | 0.5 | 0.1 | 0.4 | N/A | 3.5 | 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 | 0.0 | 6.9 | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 6.2 | 58.4 | 2.4 |
Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | -72.2 | 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 | N/A | N/A | N/A | N/A | -100.0 | 2225.0 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -59.7 | 1908.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/07/2000
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