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SOPSX: SHORT NASDAQ-100 PROFUND SHORT NASDAQ-100 PROFUND SERVICE CLASS (MUTUAL FUND)
Basic Info 43.77 0.03(0.07%) May 17
Asset Class: | Bear Market |
MyPlanIQ Rating: | (18%) |
Start Date: | 04/30/2002 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 4.43% |
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 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(%) | -2.0 | -7.8 | -23.4 | -13.1 | -40.3 | -30.2 | -28.2 | -20.4 | -19.9 | -36.1 | 34.0 | -26.8 | -43.5 | -81.7 | -4.1 | -26.0 | -10.9 | -15.2 | -20.6 | -31.1 | -20.7 | -12.0 | -22.0 | -41.2 | 43.7 | 18.0 | 22.9 | 0.3 | -12.4 | -38.0 | 11.7 |
Sharpe Ratio | NA | -1.16 | -1.65 | -0.64 | -0.62 | -0.64 | NA | NA | -0.54 | -2.11 | 1.01 | -1.44 | -1.3 | -0.6 | -0.24 | -2.61 | -0.68 | -0.85 | -1.47 | -2.47 | -1.32 | -0.5 | -1.13 | -1.56 | 1.02 | 0.41 | 0.7 | -0.14 | -0.73 | -1.5 | 0.36 |
Draw Down(%) | NA | 10.6 | 24.5 | 39.8 | 92.8 | 97.3 | NA | NA | 99.5 | 37.7 | 19.7 | 29.5 | 51.8 | 82.6 | 19.4 | 27.3 | 24.1 | 19.6 | 24.8 | 31.1 | 24.8 | 17.3 | 27.4 | 48.3 | 19.9 | 21.1 | 18.8 | 16.5 | 20.6 | 39.3 | 30.8 |
Standard Deviation(%) | NA | 16.6 | 16.4 | 23.4 | 66.8 | 48.7 | NA | NA | 38.4 | 19.3 | 32.3 | 18.6 | 33.7 | 139.4 | 22.6 | 10.2 | 16.2 | 17.9 | 14.0 | 12.6 | 15.8 | 24.0 | 19.6 | 26.5 | 42.0 | 36.6 | 28.0 | 13.8 | 18.2 | 25.8 | 46.6 |
Treynor Ratio | NA | 0.15 | 0.22 | 0.13 | 0.44 | 0.31 | NA | NA | 0.2 | 0.34 | -0.27 | 0.24 | 0.55 | 1.59 | 0.04 | 0.24 | 0.1 | 0.14 | 0.19 | 0.32 | 0.2 | 0.13 | 0.22 | 0.47 | -0.45 | -0.12 | -0.14 | 0.02 | 0.1 | 0.27 | -0.12 |
Alpha | NA | 0.03 | -0.01 | -0.02 | -0.1 | -0.06 | NA | NA | -0.03 | -0.09 | 0.03 | -0.01 | -0.13 | -0.37 | -0.04 | -0.04 | 0.01 | -0.05 | -0.03 | -0.03 | -0.02 | -0.03 | -0.02 | -0.1 | 0.03 | 0.1 | 0.15 | 0.02 | 0.01 | -0.02 | -0.04 |
Beta | NA | -1.28 | -1.23 | -1.19 | -0.95 | -1.0 | NA | NA | -1.04 | -1.19 | -1.21 | -1.13 | -0.8 | -0.52 | -1.27 | -1.12 | -1.07 | -1.1 | -1.1 | -0.98 | -1.07 | -0.93 | -1.0 | -0.88 | -0.95 | -1.26 | -1.38 | -1.14 | -1.38 | -1.41 | -1.36 |
RSquared | NA | 0.87 | 0.82 | 0.83 | 0.24 | 0.32 | NA | NA | 0.47 | 0.71 | 0.87 | 0.69 | 0.67 | 0.01 | 0.9 | 0.59 | 0.8 | 0.89 | 0.86 | 0.78 | 0.8 | 0.89 | 0.9 | 0.88 | 0.87 | 0.23 | 0.23 | 0.77 | 0.75 | 0.81 | 0.69 |
Yield(%) | N/A | 0.0 | 4.5 | 6.4 | 2.2 | 0.4 | 0.1 | 2.0 | N/A | 18.1 | 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 | 0.0 | 0.0 | 25.9 | 24.1 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | 269.1 | N/A | -98.0 | 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 | N/A | -100.0 | 2.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/30/2002
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