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SRPIX: SHORT REAL ESTATE PROFUND SHORT REAL ESTATE PROFUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 7.88 0.07(0.90%) July 07
| Asset Class: | Trading-Miscellaneous |
| MyPlanIQ Rating: | (82%) |
| Start Date: | 09/19/2005 |
| Last Dividend Date: | 12/31/2024 |
| 12-Mo. Yield | 4.91% |
| Expenses | 2.78% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 09/19/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | -2.0 | -7.2 | -0.9 | -6.5 | -8.4 | -11.2 | -12.9 | -4.5 | -7.0 | 27.9 | -31.0 | -12.8 | -21.9 | 3.6 | -10.1 | -10.8 | -6.5 | -23.7 | -6.1 | -19.2 | -15.1 | -28.1 | -51.8 | -5.2 | 23.8 | -21.9 | -1.6 |
| Sharpe Ratio | NA | -0.43 | -0.62 | -0.2 | -0.43 | -0.48 | NA | -0.46 | -0.64 | -0.57 | 1.08 | -2.13 | -0.32 | -1.97 | 0.15 | -1.16 | -0.69 | -0.41 | -0.77 | -0.4 | -1.5 | -0.52 | -1.03 | -0.78 | -0.08 | 0.8 | -1.71 | -0.49 |
| Draw Down(%) | NA | 12.4 | 14.7 | 27.5 | 40.0 | 65.6 | NA | 96.7 | 19.9 | 20.9 | 15.9 | 33.5 | 41.1 | 24.3 | 15.9 | 11.7 | 25.5 | 13.1 | 34.0 | 16.1 | 20.7 | 21.8 | 33.7 | 68.6 | 47.5 | 17.2 | 24.1 | 10.8 |
| Standard Deviation(%) | NA | 20.3 | 18.1 | 19.9 | 19.4 | 20.5 | NA | 30.8 | 17.3 | 20.0 | 24.8 | 14.5 | 40.4 | 11.8 | 15.4 | 9.2 | 16.0 | 16.1 | 30.7 | 15.5 | 13.0 | 29.1 | 27.4 | 66.7 | 77.7 | 26.0 | 14.8 | 16.5 |
| Treynor Ratio | NA | 0.15 | 0.21 | 0.05 | 0.11 | 0.13 | NA | 0.12 | 0.21 | 0.11 | -0.32 | 0.43 | 0.14 | 0.55 | -0.04 | 0.2 | 0.15 | 0.09 | 0.34 | 0.06 | 0.26 | 0.13 | 0.22 | 0.25 | 0.04 | -0.16 | 0.27 | 0.06 |
| Alpha | NA | 0.01 | -0.01 | 0.04 | 0.02 | 0.01 | NA | 0.01 | 0.0 | 0.05 | 0.04 | -0.07 | 0.06 | -0.06 | 0.0 | 0.0 | -0.01 | -0.01 | -0.05 | 0.09 | -0.04 | -0.03 | -0.04 | 0.02 | -0.14 | 0.1 | -0.06 | 0.0 |
| Beta | NA | -0.57 | -0.53 | -0.76 | -0.76 | -0.77 | NA | -1.14 | -0.54 | -1.05 | -0.83 | -0.73 | -0.91 | -0.42 | -0.53 | -0.54 | -0.71 | -0.75 | -0.69 | -0.98 | -0.75 | -1.13 | -1.3 | -2.07 | -1.55 | -1.28 | -0.93 | -1.34 |
| RSquared | NA | 0.47 | 0.34 | 0.43 | 0.47 | 0.48 | NA | 0.53 | 0.15 | 0.48 | 0.66 | 0.43 | 0.6 | 0.2 | 0.35 | 0.15 | 0.34 | 0.51 | 0.06 | 0.5 | 0.55 | 0.82 | 0.74 | 0.73 | 0.68 | 0.62 | 0.4 | 0.71 |
| Yield(%) | N/A | 0.0 | 4.9 | 2.8 | 1.2 | 0.4 | 0.5 | N/A | 5.3 | 3.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.7 | 0.1 | 7.1 | 4.1 | 3.1 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 57.9 | N/A | N/A | N/A | N/A | N/A | 57.9 | 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 | 229.2 | -98.8 | 109.8 | 2.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/19/2005
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