Find A Portfolio/Ticker
Comparison Box
SRPSX: SHORT REAL ESTATE PROFUND SHORT REAL ESTATE PROFUND SERVICE CLASS (MUTUAL FUND)
Basic Info 8.08 0.01(0.12%) May 01
Asset Class: | Trading-Miscellaneous |
MyPlanIQ Rating: | (45%) |
Start Date: | 09/13/2005 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 0.00% |
Expenses | 2.78% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 09/13/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 11.4 | 3.7 | 1.5 | -5.8 | -8.6 | -14.7 | -13.5 | -10.3 | 26.4 | -31.8 | -13.6 | -22.9 | 2.5 | -10.9 | -11.7 | -7.4 | -24.4 | -7.1 | -19.8 | -15.9 | -28.6 | -52.3 | -6.2 | 22.5 | -22.7 | -0.6 |
Sharpe Ratio | NA | 1.92 | -0.19 | -0.06 | -0.29 | -0.48 | NA | -0.47 | -0.73 | 1.0 | -2.18 | -0.32 | -2.04 | 0.08 | -1.25 | -0.74 | -0.46 | -2.38 | -0.47 | -1.54 | -0.55 | -1.05 | -0.79 | -0.09 | 0.75 | -1.76 | -0.27 |
Draw Down(%) | NA | 6.0 | 21.0 | 22.3 | 60.0 | 69.0 | NA | 96.9 | 23.1 | 16.1 | 34.3 | 41.5 | 25.1 | 16.7 | 12.5 | 25.9 | 13.4 | 25.8 | 16.5 | 21.2 | 22.0 | 34.1 | 68.9 | 47.6 | 17.3 | 24.7 | 10.9 |
Standard Deviation(%) | NA | 17.6 | 18.5 | 20.5 | 25.6 | 20.6 | NA | 30.8 | 19.9 | 25.1 | 14.5 | 42.5 | 11.9 | 15.4 | 9.3 | 16.0 | 16.2 | 10.3 | 15.2 | 13.0 | 29.0 | 27.3 | 66.7 | 77.7 | 26.0 | 14.8 | 16.2 |
Treynor Ratio | NA | -0.41 | 0.04 | 0.01 | 0.08 | 0.11 | NA | 0.12 | 0.15 | -0.31 | 0.44 | 0.12 | 0.57 | -0.02 | 0.22 | 0.17 | 0.1 | 0.43 | 0.07 | 0.26 | 0.14 | 0.22 | 0.25 | 0.05 | -0.15 | 0.28 | 0.03 |
Alpha | NA | 0.18 | 0.07 | 0.03 | 0.03 | 0.01 | NA | 0.01 | 0.03 | 0.05 | -0.07 | 0.08 | -0.06 | 0.0 | -0.01 | -0.01 | -0.02 | -0.08 | 0.08 | -0.04 | -0.03 | -0.04 | 0.02 | -0.15 | 0.1 | -0.07 | 0.01 |
Beta | NA | -0.83 | -0.96 | -0.84 | -0.96 | -0.86 | NA | -1.2 | -1.01 | -0.8 | -0.72 | -1.1 | -0.43 | -0.53 | -0.53 | -0.71 | -0.75 | -0.57 | -0.97 | -0.76 | -1.12 | -1.3 | -2.07 | -1.55 | -1.28 | -0.93 | -1.31 |
RSquared | NA | 0.29 | 0.37 | 0.51 | 0.63 | 0.55 | NA | 0.59 | 0.44 | 0.59 | 0.43 | 0.79 | 0.2 | 0.35 | 0.15 | 0.34 | 0.51 | 0.4 | 0.49 | 0.55 | 0.82 | 0.74 | 0.73 | 0.68 | 0.61 | 0.4 | 0.69 |
Yield(%) | N/A | 0.0 | 2.4 | 0.8 | 1.6 | 0.4 | 0.4 | N/A | 2.4 | 0.0 | 0.0 | 0.0 | 5.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.7 | 0.1 | 7.1 | 3.0 | 2.2 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | -75.3 | 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 | N/A | N/A | -100.0 | 300.0 | -99.0 | 185.3 | 4.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/13/2005
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 Trading-Miscellaneous Asset Class Trend Rankings |
Top Rated Funds in Trading-Miscellaneous
Best Mutual Funds
- SRPIX (SHORT REAL ESTATE PROFUND SHORT REAL ESTATE PROFUND INVESTOR CLASS) 0.11% (82%)
- RYSBX (STRENGTHENING DOLLAR 2X STRATEGY FUND CLASS H) 0.26% (73%)
- SRPSX (SHORT REAL ESTATE PROFUND SHORT REAL ESTATE PROFUND SERVICE CLASS) 0.12% (45%)
- RYWDX (WEAKENING DOLLAR 2X STRATEGY FUND CLASS A) 0.27% (36%)
Best ETFs
- YCS (ProShares UltraShort Yen) 0.13% (100%)
- DRR (Market Vectors Double Short Euro ETN) (95%)
- UUPT (PowerShares DB 3x Long US Dllr Futs ETN) (86%)
- FLAT (iPath US Treasury Flattener ETN) (77%)
- SPGH (UBS ETRACS S&P 500 Gold Hedged ETN) (64%)
- DEFL (PowerShares DB US Deflation ETN) (55%)
- YCL (ProShares Ultra Yen) 0.09% (50%)
- STPP (iPath US Treasury Steepener ETN) (41%)
- RINF (ProShares Inflation Expectations ETF) 0.48% (27%)
- INFL (Horizon Kinetics Inflation Beneficiaries ETF) (23%)