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HCPSX: HEALTH CARE ULTRASECTOR PROFUND HEALTH CARE ULTRASECTOR PROFUND SERVICE CLASS (MUTUAL FUND)
Basic Info 87.61 0.26(0.30%) May 22
Asset Class: | Trading-Leveraged Equity |
MyPlanIQ Rating: | (43%) |
Start Date: | 06/20/2000 |
Last Dividend Date: | 12/20/2017 |
12-Mo. Yield | 0.00% |
Expenses | 1.61% |
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Performance Analytics (As of 05/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/20/2000 |
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(%) | 0.2 | 9.4 | 13.5 | 3.7 | 12.1 | 12.1 | 17.3 | 10.5 | 7.0 | -2.3 | -12.1 | 33.5 | 15.8 | 27.2 | 4.0 | 30.8 | -7.5 | 5.4 | 35.5 | 62.9 | 25.6 | 12.9 | 2.7 | 27.5 | -37.5 | 6.0 | 3.9 | 6.8 | 1.0 | 24.3 | -37.4 | -23.4 | 14.6 |
Sharpe Ratio | NA | 1.54 | 0.63 | 0.08 | 0.38 | 0.42 | NA | NA | 0.22 | -0.38 | -0.45 | 1.86 | 0.33 | 1.26 | 0.1 | 2.29 | -0.33 | 0.19 | 1.62 | 3.4 | 1.54 | 0.42 | 0.11 | 0.91 | -0.81 | 0.17 | 0.04 | 0.29 | 0.01 | 0.93 | -0.98 | -0.84 | 0.73 |
Draw Down(%) | NA | 9.7 | 15.0 | 26.0 | 40.8 | 40.8 | NA | NA | 67.5 | 15.8 | 25.8 | 12.2 | 40.8 | 11.7 | 24.6 | 5.8 | 19.2 | 25.4 | 11.7 | 7.9 | 10.5 | 26.7 | 21.4 | 28.9 | 53.0 | 12.8 | 15.7 | 12.2 | 21.3 | 14.5 | 49.9 | 35.3 | 17.7 |
Standard Deviation(%) | NA | 14.7 | 15.8 | 22.0 | 28.2 | 25.8 | NA | NA | 26.7 | 17.4 | 29.8 | 18.0 | 46.7 | 20.5 | 26.7 | 13.2 | 23.3 | 27.9 | 21.9 | 18.5 | 16.8 | 30.4 | 22.9 | 30.2 | 47.0 | 18.0 | 15.4 | 16.0 | 19.3 | 25.4 | 39.3 | 31.0 | 34.3 |
Treynor Ratio | NA | 0.31 | 0.12 | 0.02 | 0.1 | 0.09 | NA | NA | 0.05 | -0.08 | -0.14 | 0.38 | 0.12 | 0.2 | 0.02 | 0.24 | -0.06 | 0.04 | 0.22 | 0.44 | 0.23 | 0.1 | 0.02 | 0.32 | -0.37 | 0.03 | 0.01 | 0.04 | 0.0 | 0.19 | -0.31 | -0.36 | 0.7 |
Alpha | NA | 0.01 | -0.03 | -0.02 | -0.01 | -0.01 | NA | NA | 0.0 | -0.09 | 0.04 | 0.03 | -0.01 | -0.04 | 0.05 | 0.01 | -0.08 | 0.02 | 0.04 | 0.04 | 0.03 | 0.04 | -0.04 | 0.02 | 0.01 | 0.0 | -0.05 | 0.01 | -0.05 | -0.03 | -0.05 | -0.06 | 0.14 |
Beta | NA | 0.74 | 0.81 | 0.94 | 1.12 | 1.21 | NA | NA | 1.11 | 0.87 | 1.0 | 0.88 | 1.25 | 1.29 | 1.44 | 1.28 | 1.36 | 1.53 | 1.64 | 1.44 | 1.14 | 1.23 | 1.04 | 0.85 | 1.04 | 1.02 | 1.21 | 1.22 | 1.36 | 1.26 | 1.23 | 0.73 | 0.36 |
RSquared | NA | 0.33 | 0.35 | 0.54 | 0.71 | 0.69 | NA | NA | 0.65 | 0.43 | 0.66 | 0.42 | 0.86 | 0.62 | 0.86 | 0.42 | 0.58 | 0.73 | 0.73 | 0.74 | 0.75 | 0.89 | 0.68 | 0.59 | 0.82 | 0.83 | 0.62 | 0.62 | 0.6 | 0.72 | 0.66 | 0.26 | 0.04 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 2.0 | 4.7 | 2.4 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 14.5 | 0.0 | 0.0 | 2.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | -100.0 | 64000.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/2000
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