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IDPIX: INDUSTRIALS ULTRASECTOR PROFUND INDUSTRIALS ULTRASECTOR PROFUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 76.48 0.01(0.01%) July 31
| Asset Class: | Trading-Leveraged Equity |
| MyPlanIQ Rating: | (75%) |
| Start Date: | 01/30/2004 |
| Last Dividend Date: | 12/31/2024 |
| 12-Mo. Yield | 1.47% |
| Expenses | 1.78% |
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Performance Analytics (As of 07/25/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/30/2004 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.5 | 20.4 | 24.2 | 20.6 | 16.3 | 27.1 | 24.5 | 16.7 | 16.3 | 17.8 | 21.5 | -24.4 | 20.3 | 18.1 | 339.5 | -20.1 | 34.6 | 26.5 | -5.7 | 7.9 | 62.2 | 23.9 | -6.3 | 35.3 | 32.2 | -57.8 | 14.1 | 14.5 | 1.9 | 19.3 |
| Sharpe Ratio | NA | 1.3 | 0.95 | 0.72 | 0.56 | 0.57 | NA | NA | 0.39 | 0.54 | 0.77 | -0.72 | 0.88 | 0.31 | 3.02 | -0.76 | 2.59 | 1.19 | -0.24 | 0.39 | 3.21 | 1.04 | -0.15 | 1.06 | 0.65 | -0.95 | 0.46 | 0.6 | -0.02 | 1.04 |
| Draw Down(%) | NA | 26.2 | 29.3 | 29.3 | 40.5 | 55.1 | NA | NA | 79.5 | 13.7 | 19.3 | 37.6 | 12.8 | 55.1 | 10.9 | 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 | 33.7 | 29.6 | 26.7 | 27.2 | 45.9 | NA | NA | 39.4 | 20.7 | 22.4 | 35.7 | 22.9 | 57.8 | 111.9 | 28.1 | 13.2 | 22.1 | 23.8 | 20.4 | 19.4 | 23.1 | 42.2 | 33.1 | 49.0 | 61.7 | 24.3 | 18.9 | 17.4 | 19.4 |
| Treynor Ratio | NA | 0.32 | 0.21 | 0.14 | 0.11 | 0.19 | NA | NA | 0.1 | 0.09 | 0.12 | -0.18 | 0.13 | 0.13 | -82.51 | -0.14 | 0.2 | 0.17 | -0.04 | 0.05 | 0.38 | 0.14 | -0.04 | 0.2 | 0.19 | -0.41 | 0.08 | 0.07 | 0.0 | 0.12 |
| Alpha | NA | 0.08 | 0.02 | 0.0 | -0.01 | 0.07 | NA | NA | 0.03 | -0.04 | -0.04 | 0.01 | -0.07 | 0.0 | 0.95 | -0.05 | -0.01 | 0.03 | -0.03 | -0.05 | 0.01 | -0.01 | -0.02 | 0.03 | -0.03 | -0.05 | 0.03 | -0.03 | -0.01 | 0.02 |
| Beta | NA | 1.37 | 1.37 | 1.39 | 1.4 | 1.36 | NA | NA | 1.49 | 1.3 | 1.44 | 1.4 | 1.52 | 1.39 | -0.04 | 1.54 | 1.72 | 1.57 | 1.46 | 1.67 | 1.65 | 1.7 | 1.76 | 1.74 | 1.72 | 1.45 | 1.44 | 1.7 | 1.56 | 1.65 |
| RSquared | NA | 0.86 | 0.82 | 0.78 | 0.8 | 0.13 | NA | NA | 0.28 | 0.63 | 0.71 | 0.9 | 0.75 | 0.7 | 0.0 | 0.89 | 0.76 | 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 | 1.4 | 0.6 | 0.5 | 1.1 | 2.0 | 1.4 | N/A | 1.7 | 0.0 | 0.0 | 0.0 | 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 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | -42.9 | 227.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | -61.9 | N/A | N/A | N/A | N/A | N/A | -100.0 | -86.8 | 172.1 | 1589.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/2004
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