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IDPIX: INDUSTRIALS ULTRASECTOR PROFUND INDUSTRIALS ULTRASECTOR PROFUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 62.05 0.11(0.18%) May 17
Asset Class: | Trading-Leveraged Equity |
MyPlanIQ Rating: | (75%) |
Start Date: | 01/30/2004 |
Last Dividend Date: | 12/15/2021 |
12-Mo. Yield | 0.00% |
Expenses | 1.78% |
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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 01/30/2004 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.5 | 13.5 | 37.6 | 2.4 | 39.0 | 25.2 | 26.8 | 16.9 | 16.2 | 21.5 | -24.1 | 20.3 | 18.1 | 46.5 | -20.1 | 29.4 | 26.5 | -6.3 | 6.2 | 62.2 | 23.9 | -6.3 | 35.3 | 32.2 | -58.0 | 12.2 | 13.7 | 1.8 | 19.3 |
Sharpe Ratio | NA | 2.35 | 1.83 | -0.01 | 0.62 | 0.53 | NA | NA | 0.38 | 0.77 | -0.72 | 0.88 | 0.31 | 0.15 | -1.48 | 0.75 | -0.35 | -1.04 | -0.6 | 2.25 | 0.24 | -0.59 | 0.5 | 0.28 | -1.26 | -0.4 | -0.46 | -1.1 | -0.01 |
Draw Down(%) | NA | 6.8 | 19.3 | 38.3 | 55.1 | 55.1 | NA | NA | 79.5 | 19.3 | 37.6 | 12.8 | 55.1 | 67.8 | 34.8 | 6.0 | 14.6 | 21.6 | 15.9 | 8.6 | 18.0 | 38.8 | 27.6 | 50.0 | 69.2 | 16.3 | 20.1 | 11.9 | 12.2 |
Standard Deviation(%) | NA | 17.3 | 19.1 | 27.1 | 60.3 | 45.4 | NA | NA | 40.0 | 22.6 | 35.8 | 23.0 | 58.0 | 157.5 | 28.1 | 13.7 | 22.1 | 23.7 | 20.5 | 19.4 | 23.1 | 42.2 | 33.1 | 49.0 | 61.6 | 24.6 | 18.9 | 17.4 | 19.4 |
Treynor Ratio | NA | 0.33 | 0.26 | 0.0 | 0.28 | 0.17 | NA | NA | 0.1 | 0.12 | -0.19 | 0.13 | 0.12 | -3.18 | -0.27 | 0.06 | -0.05 | -0.17 | -0.07 | 0.27 | 0.03 | -0.14 | 0.1 | 0.08 | -0.54 | -0.07 | -0.05 | -0.12 | 0.0 |
Alpha | NA | 0.02 | 0.01 | -0.03 | 0.15 | 0.07 | NA | NA | 0.03 | -0.04 | 0.0 | -0.07 | 0.0 | 0.61 | -0.01 | 0.81 | 0.67 | 0.76 | -0.01 | 0.85 | 0.04 | 0.03 | 0.61 | 0.02 | -0.02 | 0.06 | 0.01 | 0.4 | 0.07 |
Beta | NA | 1.24 | 1.34 | 1.38 | 1.32 | 1.39 | NA | NA | 1.5 | 1.42 | 1.34 | 1.51 | 1.46 | -0.07 | 1.54 | 1.73 | 1.57 | 1.46 | 1.68 | 1.65 | 1.7 | 1.76 | 1.74 | 1.72 | 1.44 | 1.45 | 1.7 | 1.56 | 1.65 |
RSquared | NA | 0.7 | 0.66 | 0.78 | 0.09 | 0.13 | NA | NA | 0.28 | 0.68 | 0.82 | 0.74 | 0.77 | 0.0 | 0.89 | 0.71 | 0.87 | 0.91 | 0.88 | 0.89 | 0.87 | 0.95 | 0.9 | 0.91 | 0.94 | 0.9 | 0.81 | 0.85 | 0.9 |
Yield(%) | N/A | 0.0 | 0.0 | 1.1 | 1.1 | 1.8 | 4.3 | 2.4 | N/A | 0.0 | 0.0 | 4.3 | 0.0 | 0.0 | 0.0 | 5.1 | 0.0 | 0.6 | 1.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 | 1.9 | 0.8 | 0.1 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | 7.7 | 899.2 | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | -100.0 | N/A | -100.0 | -62.9 | N/A | N/A | N/A | N/A | N/A | -100.0 | -88.5 | 160.0 | 900.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/2004
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