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ENPIX: OIL & GAS ULTRASECTOR PROFUND OIL & GAS ULTRASECTOR PROFUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 45.75 0.02(0.04%) May 03
Asset Class: | Trading-Leveraged Equity |
MyPlanIQ Rating: | (82%) |
Start Date: | 09/05/2000 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 2.99% |
Expenses | 1.51% |
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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 09/06/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -5.1 | 15.1 | 25.7 | 34.4 | 10.4 | -1.5 | 5.1 | 5.8 | 4.0 | -7.5 | 92.9 | 81.6 | -53.7 | 10.3 | -30.5 | -5.6 | 35.5 | -34.0 | -16.5 | 37.8 | 3.6 | 0.2 | 25.6 | 19.0 | -56.4 | 47.0 | 27.3 | 46.1 | 43.1 | 32.7 | -25.8 | -23.6 | 2.2 |
Sharpe Ratio | NA | 3.46 | 0.62 | 0.91 | 0.15 | -0.04 | NA | NA | 0.07 | -0.34 | 1.73 | 1.84 | -0.58 | 0.3 | -0.92 | -0.3 | 0.96 | -0.9 | -0.59 | 1.8 | 0.13 | 0.0 | 0.73 | 0.37 | -0.63 | 1.26 | 0.69 | 1.2 | 1.6 | 1.33 | -0.62 | -0.67 | 0.06 |
Draw Down(%) | NA | 10.8 | 20.5 | 36.5 | 79.5 | 89.8 | NA | NA | 90.1 | 26.1 | 36.5 | 25.3 | 77.4 | 28.8 | 44.7 | 28.1 | 21.1 | 40.0 | 39.5 | 10.5 | 26.4 | 41.0 | 29.5 | 36.7 | 71.0 | 18.9 | 23.2 | 23.2 | 9.7 | 16.3 | 45.2 | 43.5 | 18.3 |
Standard Deviation(%) | NA | 22.8 | 28.6 | 42.3 | 55.6 | 45.6 | NA | NA | 43.9 | 34.4 | 53.3 | 44.3 | 93.0 | 29.7 | 34.7 | 21.0 | 36.9 | 37.9 | 28.2 | 21.0 | 27.4 | 47.1 | 34.7 | 50.8 | 90.7 | 35.1 | 35.2 | 36.5 | 26.3 | 24.1 | 43.5 | 39.4 | 42.2 |
Treynor Ratio | NA | 2.41 | 0.25 | 0.37 | 0.05 | -0.01 | NA | NA | 0.02 | -0.12 | 0.95 | 0.53 | -0.27 | 0.06 | -0.21 | -0.05 | 0.18 | -0.19 | -0.1 | 0.23 | 0.02 | 0.0 | 0.15 | 0.11 | -0.31 | 0.26 | 0.13 | 0.21 | 0.36 | 0.37 | -0.21 | -0.54 | 0.37 |
Alpha | NA | 0.21 | 0.02 | 0.13 | 0.01 | -0.05 | NA | NA | 0.0 | -0.11 | 0.38 | 0.12 | -0.32 | -0.12 | -0.1 | -0.12 | 0.06 | -0.15 | -0.15 | -0.05 | -0.09 | 0.01 | 0.01 | -0.06 | 0.11 | 0.14 | 0.02 | 0.14 | 0.11 | 0.03 | 0.03 | -0.06 | 0.06 |
Beta | NA | 0.33 | 0.7 | 1.03 | 1.58 | 1.61 | NA | NA | 1.55 | 1.02 | 0.97 | 1.55 | 2.02 | 1.61 | 1.5 | 1.38 | 1.91 | 1.75 | 1.71 | 1.61 | 1.85 | 1.85 | 1.74 | 1.68 | 1.83 | 1.68 | 1.85 | 2.05 | 1.18 | 0.86 | 1.29 | 0.49 | 0.07 |
RSquared | NA | 0.03 | 0.08 | 0.18 | 0.38 | 0.4 | NA | NA | 0.48 | 0.15 | 0.2 | 0.21 | 0.59 | 0.46 | 0.55 | 0.19 | 0.46 | 0.52 | 0.48 | 0.72 | 0.74 | 0.85 | 0.82 | 0.82 | 0.68 | 0.59 | 0.28 | 0.34 | 0.25 | 0.37 | 0.6 | 0.07 | 0.0 |
Yield(%) | N/A | 0.0 | 1.0 | 3.2 | 1.6 | 0.6 | 1.0 | 1.6 | N/A | 0.9 | 4.9 | 2.9 | 0.8 | 1.4 | 1.2 | 0.8 | 0.8 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 4.0 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -70.6 | 78.5 | 113.6 | 111.4 | N/A | N/A | N/A | -70.6 | 221.6 | 60.9 | -39.5 | -17.4 | 43.8 | 39.1 | 35.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 2300.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/06/2000
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