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SHPIX: SHORT SMALL-CAP PROFUND SHORT SMALL-CAP PROFUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 56.41 0.5(0.88%) May 16
| Asset Class: | Bear Market |
| MyPlanIQ Rating: | (88%) |
| Start Date: | 05/13/2002 |
| Last Dividend Date: | 12/28/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.78% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/13/2002 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.3 | 4.9 | -0.7 | -8.7 | -15.2 | 11.9 | 0.6 | -2.3 | -3.3 | -8.4 | -18.1 | 16.4 | -19.8 | 584.0 | -20.9 | 10.0 | -14.5 | -21.8 | -0.6 | -9.3 | -31.6 | -18.9 | -9.3 | -28.3 | -33.0 | 23.6 | 5.2 | -11.7 | -5.8 | -16.9 | -34.9 | 22.7 |
| Sharpe Ratio | NA | 0.36 | -0.28 | -0.55 | -0.74 | 0.13 | NA | NA | -0.08 | -0.72 | -1.04 | 0.54 | -0.9 | 2.47 | -1.39 | 0.48 | -1.26 | -1.19 | -0.04 | -0.57 | -2.15 | -1.13 | -0.28 | -1.12 | -0.93 | 0.47 | 0.11 | -0.85 | -0.49 | -0.99 | -1.87 | 1.27 |
| Draw Down(%) | NA | 17.2 | 17.2 | 37.8 | 61.8 | 71.7 | NA | NA | 93.9 | 21.0 | 26.7 | 19.2 | 26.5 | 56.5 | 22.3 | 17.1 | 15.8 | 34.9 | 13.0 | 15.4 | 31.6 | 19.0 | 22.6 | 32.9 | 52.2 | 27.1 | 11.0 | 14.5 | 17.4 | 21.2 | 41.6 | 21.5 |
| Standard Deviation(%) | NA | 29.5 | 24.7 | 23.9 | 24.3 | 76.8 | NA | NA | 54.1 | 20.7 | 21.6 | 28.1 | 22.1 | 234.5 | 16.0 | 18.0 | 12.0 | 18.5 | 16.6 | 16.3 | 14.7 | 17.0 | 33.0 | 25.3 | 35.7 | 47.6 | 20.3 | 17.6 | 16.3 | 18.0 | 19.0 | 28.9 |
| Treynor Ratio | NA | -0.11 | 0.06 | 0.12 | 0.16 | -0.09 | NA | NA | 0.04 | 0.12 | 0.18 | -0.14 | 0.15 | -4.43 | 0.2 | -0.09 | 0.1 | 0.18 | 0.01 | 0.08 | 0.26 | 0.16 | 0.07 | 0.22 | 0.27 | -0.21 | -0.02 | 0.1 | 0.06 | 0.12 | 0.35 | -0.41 |
| Alpha | NA | 0.07 | 0.02 | 0.01 | 0.0 | 0.37 | NA | NA | 0.16 | 0.03 | 0.01 | -0.01 | 0.05 | 3.6 | 0.02 | 0.02 | 0.05 | -0.03 | 0.01 | 0.03 | -0.01 | 0.0 | 0.0 | -0.03 | 0.01 | -0.04 | 0.03 | 0.02 | 0.0 | 0.0 | -0.05 | 0.04 |
| Beta | NA | -1.01 | -1.08 | -1.11 | -1.15 | -1.17 | NA | NA | -1.16 | -1.28 | -1.24 | -1.06 | -1.33 | -1.3 | -1.13 | -0.98 | -1.49 | -1.23 | -1.0 | -1.22 | -1.2 | -1.2 | -1.32 | -1.29 | -1.21 | -1.08 | -1.19 | -1.54 | -1.4 | -1.46 | -1.03 | -0.9 |
| RSquared | NA | 0.9 | 0.77 | 0.75 | 0.75 | 0.01 | NA | NA | 0.01 | 0.65 | 0.62 | 0.88 | 0.68 | 0.0 | 0.79 | 0.84 | 0.76 | 0.81 | 0.84 | 0.78 | 0.85 | 0.86 | 0.94 | 0.91 | 0.91 | 0.87 | 0.88 | 0.88 | 0.83 | 0.85 | 0.8 | 0.78 |
| Yield(%) | N/A | 0.0 | 0.0 | 2.1 | 0.8 | 2.6 | 3.0 | 1.6 | N/A | 0.0 | 6.4 | 0.0 | 0.0 | 0.0 | 0.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.8 | 5.2 | 5.3 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | -100.0 | 4747.6 | 4747.6 | 142.6 | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -65.9 | -15.8 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/13/2002
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