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UCPSX: ULTRASHORT SMALL-CAP PROFUND ULTRASHORT SMALL-CAP PROFUND SERVICE CLASS (MUTUAL FUND)
Basic Info 5.03 0(0.0%) May 17
Asset Class: | Bear Market |
MyPlanIQ Rating: | (17%) |
Start Date: | 02/06/2004 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 2.78% |
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 02/06/2004 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -3.3 | -7.0 | -30.0 | -8.9 | -29.4 | -26.4 | -32.8 | -29.1 | -28.3 | -30.3 | 27.4 | -36.7 | -61.0 | -39.3 | 16.9 | -28.1 | -40.7 | -3.2 | -19.7 | -53.4 | -35.6 | -25.7 | -51.6 | -61.5 | 18.8 | 0.9 | -27.2 | -10.2 | -26.8 |
Sharpe Ratio | NA | -0.36 | -0.83 | -0.23 | -0.55 | -0.6 | NA | NA | -0.59 | -0.85 | 0.46 | -0.83 | -0.73 | -1.28 | 0.43 | -1.21 | -1.1 | -0.1 | -0.6 | -1.82 | -1.06 | -0.39 | -1.02 | -0.86 | 0.19 | -0.05 | -0.87 | -0.39 | -0.86 |
Draw Down(%) | NA | 19.9 | 42.3 | 48.2 | 90.8 | 95.6 | NA | NA | 99.9 | 40.3 | 35.1 | 46.2 | 83.0 | 41.4 | 32.0 | 30.0 | 58.5 | 24.6 | 29.4 | 53.4 | 35.8 | 42.4 | 57.4 | 79.6 | 50.8 | 22.0 | 29.7 | 32.2 | 39.4 |
Standard Deviation(%) | NA | 39.1 | 39.6 | 46.3 | 54.8 | 45.1 | NA | NA | 49.3 | 40.9 | 56.5 | 44.2 | 83.8 | 31.9 | 35.9 | 23.9 | 37.1 | 33.3 | 32.6 | 29.4 | 34.0 | 66.4 | 50.9 | 71.8 | 95.4 | 41.3 | 35.1 | 32.1 | 35.1 |
Treynor Ratio | NA | 0.05 | 0.13 | 0.05 | 0.13 | 0.12 | NA | NA | 0.13 | 0.14 | -0.13 | 0.14 | 0.27 | 0.18 | -0.08 | 0.1 | 0.17 | 0.02 | 0.08 | 0.22 | 0.15 | 0.1 | 0.2 | 0.25 | -0.08 | 0.01 | 0.1 | 0.04 | 0.11 |
Alpha | NA | 0.19 | 0.1 | 0.06 | 0.04 | 0.02 | NA | NA | 0.01 | 0.08 | 0.0 | 0.11 | -0.01 | 0.05 | 0.04 | 0.1 | -0.06 | 0.02 | 0.05 | 0.0 | 0.0 | 0.01 | -0.06 | 0.0 | -0.09 | 0.06 | 0.03 | 0.02 | -0.01 |
Beta | NA | -2.61 | -2.6 | -2.2 | -2.25 | -2.23 | NA | NA | -2.34 | -2.48 | -2.02 | -2.6 | -2.27 | -2.24 | -1.96 | -2.97 | -2.46 | -2.0 | -2.44 | -2.41 | -2.4 | -2.64 | -2.59 | -2.43 | -2.18 | -2.45 | -3.08 | -2.83 | -2.79 |
RSquared | NA | 0.64 | 0.63 | 0.73 | 0.79 | 0.79 | NA | NA | 0.85 | 0.68 | 0.8 | 0.66 | 0.86 | 0.79 | 0.84 | 0.77 | 0.81 | 0.84 | 0.78 | 0.86 | 0.86 | 0.94 | 0.91 | 0.92 | 0.88 | 0.89 | 0.88 | 0.88 | 0.83 |
Yield(%) | N/A | 0.0 | 2.8 | 1.0 | 0.1 | 0.1 | 0.1 | 0.2 | N/A | 2.7 | 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 | 1.5 | 3.3 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | -75.1 | 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 | -80.0 | -67.7 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/06/2004
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