Find A Portfolio/Ticker
Comparison Box
SOPIX: SHORT NASDAQ-100 PROFUND SHORT NASDAQ-100 PROFUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 52.03 1.04(1.96%) May 03
Asset Class: | Bear Market |
MyPlanIQ Rating: | (83%) |
Start Date: | 04/30/2002 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 7.15% |
Expenses | 1.78% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/30/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.9 | -4.3 | -23.2 | -10.5 | -39.4 | -29.5 | -27.3 | -18.0 | -17.7 | -36.2 | 35.6 | -26.2 | -42.9 | -82.1 | -3.1 | -25.2 | -10.1 | -14.5 | -19.9 | -30.4 | -19.7 | -10.9 | -21.4 | -40.6 | 47.2 | 45.4 | 38.9 | 7.2 | -11.3 | -37.4 | 12.3 |
Sharpe Ratio | NA | -0.84 | -1.67 | -0.51 | -0.61 | -0.63 | NA | NA | -0.47 | -2.08 | 1.06 | -1.41 | -1.28 | -0.6 | -0.19 | -2.53 | -0.64 | -0.81 | -1.42 | -2.42 | -1.27 | -0.46 | -1.1 | -1.53 | 1.1 | 0.78 | 0.94 | 0.33 | -0.67 | -1.48 | 0.37 |
Draw Down(%) | NA | 10.4 | 26.9 | 39.1 | 92.7 | 97.1 | NA | NA | 99.4 | 37.7 | 19.5 | 29.0 | 51.4 | 82.7 | 18.9 | 26.6 | 23.4 | 19.0 | 24.3 | 30.4 | 24.0 | 16.9 | 26.9 | 47.9 | 19.9 | 20.6 | 18.5 | 16.0 | 20.2 | 38.8 | 30.7 |
Standard Deviation(%) | NA | 16.6 | 16.5 | 23.6 | 66.9 | 48.7 | NA | NA | 39.8 | 19.6 | 32.5 | 18.6 | 33.7 | 139.4 | 22.5 | 10.2 | 16.2 | 17.9 | 14.0 | 12.6 | 15.7 | 23.9 | 19.6 | 26.5 | 41.9 | 54.7 | 38.0 | 15.2 | 18.2 | 25.8 | 47.7 |
Treynor Ratio | NA | 0.11 | 0.23 | 0.1 | 0.43 | 0.31 | NA | NA | 0.18 | 0.34 | -0.29 | 0.23 | 0.54 | 1.59 | 0.03 | 0.23 | 0.1 | 0.13 | 0.18 | 0.31 | 0.19 | 0.12 | 0.22 | 0.46 | -0.48 | -0.3 | -0.26 | -0.04 | 0.09 | 0.27 | -0.12 |
Alpha | NA | 0.03 | -0.01 | -0.01 | -0.09 | -0.06 | NA | NA | -0.01 | -0.09 | 0.04 | -0.01 | -0.12 | -0.38 | -0.03 | -0.03 | 0.02 | -0.05 | -0.03 | -0.03 | -0.02 | -0.02 | -0.02 | -0.09 | 0.04 | 0.23 | 0.22 | 0.04 | 0.02 | -0.02 | -0.04 |
Beta | NA | -1.29 | -1.23 | -1.18 | -0.94 | -1.0 | NA | NA | -1.05 | -1.19 | -1.19 | -1.15 | -0.8 | -0.52 | -1.26 | -1.12 | -1.07 | -1.1 | -1.11 | -0.99 | -1.07 | -0.93 | -1.0 | -0.88 | -0.95 | -1.44 | -1.4 | -1.15 | -1.38 | -1.41 | -1.46 |
RSquared | NA | 0.86 | 0.82 | 0.8 | 0.24 | 0.32 | NA | NA | 0.39 | 0.69 | 0.83 | 0.72 | 0.67 | 0.01 | 0.9 | 0.59 | 0.8 | 0.88 | 0.86 | 0.8 | 0.8 | 0.89 | 0.9 | 0.88 | 0.87 | 0.11 | 0.12 | 0.64 | 0.75 | 0.81 | 0.76 |
Yield(%) | N/A | 0.0 | 5.0 | 7.8 | 2.2 | 0.4 | 0.1 | 3.4 | N/A | 21.2 | 0.0 | 0.0 | 0.0 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 2.3 | 38.4 | 33.9 | 6.7 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | 3955.6 | N/A | -98.7 | 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 | N/A | N/A | N/A | N/A | -100.0 | -95.1 | 6.6 | 386.3 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/30/2002
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Bear Market Asset Class Trend Rankings |
Top Rated Funds in Bear Market
Best Mutual Funds
- PSTIX (STOCKSPLUS TR SHORT STRATEGY FUND INSTITUTIONAL) 1.15% (100%)
- BEARX (FEDERATED PRUDENT BEAR FUND CLASS A SHARES) 1.24% (98%)
- GRZZX (GRIZZLY SHORT FUND NO LOAD) 0.92% (97%)
- RYURX (INVERSE S&P 500 STRATEGY FUND INVESTOR CLASS) 1.17% (95%)
- BRPIX (BEAR PROFUND BEAR PROFUND INVESTOR CLASS) 1.22% (93%)
- CPCRX (COMSTOCK CAPITAL VALUE FUND RETAIL CLASS I) 0.24% (92%)
- URPIX (ULTRABEAR PROFUND ULTRABEAR PROFUND INVESTOR CLASS) 2.48% (90%)
- SHPIX (SHORT SMALL-CAP PROFUND SHORT SMALL-CAP PROFUND INVESTOR CLASS) 1.02% (88%)
- RYAIX (INVERSE NASDAQ-100 STRATEGY FUND INVESTOR CLASS) 1.98% (87%)
- UIPIX (ULTRASHORT MID-CAP PROFUND ULTRASHORT MID-CAP PROFUND INVESTOR CLASS) 1.91% (85%)