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SHPSX: SHORT SMALL-CAP PROFUND SHORT SMALL-CAP PROFUND SERVICE CLASS (MUTUAL FUND)
Basic Info 26.2 0.01(0.04%) May 17
Asset Class: | Bear Market |
MyPlanIQ Rating: | (33%) |
Start Date: | 05/14/2002 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 12.79% |
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 05/14/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.7 | -3.6 | -14.7 | -2.7 | -13.6 | -12.9 | -16.7 | -13.7 | -13.3 | -24.9 | 15.5 | -20.8 | -32.4 | -21.4 | 8.7 | -15.2 | -22.7 | -1.5 | -10.1 | -32.2 | -19.6 | -9.9 | -29.2 | -33.6 | 22.6 | 4.0 | -12.7 | -3.4 | -17.7 | -35.3 | 24.7 |
Sharpe Ratio | NA | -0.47 | -0.9 | -0.04 | -0.14 | -0.18 | NA | NA | -0.26 | -0.13 | 0.5 | -0.95 | -0.77 | -1.43 | 0.41 | -1.33 | -1.23 | -0.09 | -0.62 | -2.16 | -1.16 | -0.3 | -1.15 | -0.94 | 0.45 | 0.05 | -0.91 | -0.35 | -1.03 | -1.89 | 1.41 |
Draw Down(%) | NA | 10.4 | 23.3 | 82.0 | 82.0 | 82.0 | NA | NA | 97.3 | 84.1 | 19.2 | 27.1 | 56.9 | 22.8 | 17.7 | 16.5 | 35.5 | 13.4 | 16.1 | 32.2 | 19.7 | 22.8 | 33.6 | 52.6 | 27.2 | 11.1 | 14.8 | 16.7 | 21.4 | 41.9 | 21.6 |
Standard Deviation(%) | NA | 19.5 | 19.7 | 133.6 | 105.5 | 75.5 | NA | NA | 54.4 | 230.5 | 28.4 | 21.9 | 42.2 | 15.9 | 18.0 | 12.0 | 18.5 | 16.6 | 16.3 | 14.9 | 17.0 | 33.1 | 25.4 | 35.7 | 47.6 | 20.4 | 17.6 | 16.0 | 18.0 | 19.0 | 28.8 |
Treynor Ratio | NA | 0.07 | 0.14 | 0.04 | 0.13 | 0.12 | NA | NA | 0.12 | 0.17 | -0.14 | 0.16 | 0.29 | 0.2 | -0.08 | 0.11 | 0.19 | 0.02 | 0.08 | 0.27 | 0.17 | 0.08 | 0.23 | 0.28 | -0.2 | -0.01 | 0.1 | 0.04 | 0.13 | 0.35 | -0.45 |
Alpha | NA | 0.08 | 0.04 | 0.45 | 0.27 | 0.13 | NA | NA | 0.05 | 1.31 | -0.01 | 0.04 | -0.01 | 0.02 | 0.02 | 0.05 | -0.03 | 0.0 | 0.02 | -0.01 | -0.01 | 0.0 | -0.03 | 0.0 | -0.04 | 0.03 | 0.01 | 0.01 | -0.01 | -0.05 | 0.04 |
Beta | NA | -1.31 | -1.3 | -1.18 | -1.16 | -1.14 | NA | NA | -1.16 | -1.77 | -1.01 | -1.29 | -1.14 | -1.12 | -0.98 | -1.48 | -1.23 | -1.0 | -1.22 | -1.22 | -1.2 | -1.32 | -1.3 | -1.21 | -1.08 | -1.2 | -1.54 | -1.41 | -1.45 | -1.03 | -0.9 |
RSquared | NA | 0.65 | 0.63 | 0.01 | 0.02 | 0.02 | NA | NA | 0.06 | 0.0 | 0.8 | 0.66 | 0.86 | 0.78 | 0.84 | 0.77 | 0.81 | 0.84 | 0.77 | 0.86 | 0.86 | 0.94 | 0.91 | 0.91 | 0.87 | 0.88 | 0.88 | 0.88 | 0.85 | 0.8 | 0.78 |
Yield(%) | N/A | 0.0 | 12.9 | 23.2 | 7.2 | 1.9 | 1.7 | 1.1 | N/A | 63.8 | 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 | 0.0 | 3.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | 682.7 | 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 | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/14/2002
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