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PMPSX: PRECIOUS METALS ULTRASECTOR PROFUND PRECIOUS METALS ULTRASECTOR PROFUND SERVICE CLASS (MUTUAL FUND)
Basic Info 41.61 1.38(3.21%) May 23
Asset Class: | Trading-Leveraged Equity |
MyPlanIQ Rating: | (23%) |
Start Date: | 06/03/2002 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 0.48% |
Expenses | 1.53% |
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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 06/03/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -3.2 | 12.1 | 2.2 | -14.4 | 11.3 | -3.3 | -7.5 | -4.6 | -5.1 | -3.2 | -20.5 | -16.4 | 27.0 | 71.1 | -21.9 | 5.5 | 78.4 | -48.9 | -36.1 | -54.0 | -23.6 | -30.0 | 48.3 | 43.6 | -54.3 | 26.8 | 2.9 | 37.0 | -17.8 | 57.2 | -24.4 |
Sharpe Ratio | NA | 0.89 | -0.31 | -0.29 | 0.19 | -0.08 | NA | NA | -0.11 | -0.18 | -0.38 | -0.37 | 0.36 | 1.78 | -0.58 | 0.13 | 1.09 | -0.74 | -0.78 | -1.0 | -0.58 | -0.65 | 1.11 | 0.62 | -0.49 | 0.48 | -0.01 | 0.87 | -0.41 | 1.13 | -0.5 |
Draw Down(%) | NA | 27.5 | 43.0 | 61.2 | 66.7 | 78.0 | NA | NA | 94.6 | 41.2 | 61.2 | 39.3 | 45.7 | 21.5 | 44.8 | 28.2 | 53.8 | 62.5 | 55.8 | 60.2 | 41.9 | 33.1 | 28.7 | 28.3 | 84.4 | 29.2 | 43.5 | 33.7 | 44.0 | 34.8 | 50.7 |
Standard Deviation(%) | NA | 46.5 | 43.9 | 47.9 | 54.1 | 53.9 | NA | NA | 56.9 | 43.0 | 57.7 | 43.9 | 75.0 | 39.1 | 40.1 | 36.9 | 71.6 | 66.1 | 46.2 | 53.9 | 40.8 | 46.2 | 43.2 | 69.8 | 113.2 | 50.0 | 55.2 | 39.9 | 45.9 | 49.8 | 78.0 |
Treynor Ratio | NA | 0.39 | -0.11 | -0.17 | 0.15 | -0.07 | NA | NA | -0.07 | -0.1 | -0.25 | -0.18 | 0.39 | -0.9 | -1.84 | -0.15 | -1.96 | -0.4 | -0.39 | -0.39 | -0.17 | -0.28 | 0.36 | 0.48 | -0.41 | 0.11 | 0.0 | 0.33 | -0.13 | -4.24 | -5.17 |
Alpha | NA | 0.08 | -0.12 | -0.04 | 0.06 | 0.01 | NA | NA | 0.0 | -0.05 | 0.03 | -0.13 | 0.14 | 0.32 | -0.07 | 0.07 | 0.35 | -0.19 | -0.18 | -0.41 | -0.16 | -0.12 | 0.11 | 0.14 | 0.15 | 0.1 | -0.06 | 0.14 | -0.1 | 0.24 | -0.07 |
Beta | NA | 1.06 | 1.2 | 0.83 | 0.68 | 0.6 | NA | NA | 0.89 | 0.72 | 0.87 | 0.91 | 0.68 | -0.77 | 0.13 | -0.32 | -0.4 | 1.21 | 0.92 | 1.39 | 1.37 | 1.06 | 1.35 | 0.9 | 1.35 | 2.09 | 2.49 | 1.07 | 1.49 | -0.13 | 0.08 |
RSquared | NA | 0.07 | 0.1 | 0.09 | 0.07 | 0.04 | NA | NA | 0.09 | 0.05 | 0.13 | 0.08 | 0.1 | 0.06 | 0.0 | 0.0 | 0.01 | 0.08 | 0.05 | 0.08 | 0.18 | 0.29 | 0.32 | 0.12 | 0.23 | 0.45 | 0.21 | 0.07 | 0.13 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 0.5 | 0.1 | 0.2 | 0.2 | 0.1 | 1.1 | N/A | 0.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 9.5 | 4.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | -96.1 | 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 | N/A | N/A | -100.0 | 104.1 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/03/2002
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