Find A Portfolio/Ticker
Comparison Box
UDPIX: ULTRADOW 30 PROFUND ULTRADOW 30 PROFUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 68.18 1.48(2.12%) May 29
Asset Class: | Trading-Leveraged Equity |
MyPlanIQ Rating: | (74%) |
Start Date: | 05/31/2002 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 1.21% |
Expenses | 1.62% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/24/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/31/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -7.2 | 1.9 | 28.9 | 4.3 | 12.5 | 28.5 | 29.2 | 17.5 | 15.8 | 22.8 | -20.2 | 32.6 | 0.8 | 342.4 | -13.8 | 57.6 | 29.9 | -4.4 | 16.0 | 61.6 | 17.1 | 9.1 | 22.3 | 37.1 | -62.1 | 8.2 | 29.5 | -0.5 | 5.6 | 50.9 | -30.9 |
Sharpe Ratio | NA | 0.53 | 1.61 | 0.1 | 0.27 | 0.56 | NA | NA | 0.34 | 0.82 | -0.54 | 1.33 | 0.01 | 2.99 | -0.42 | 4.38 | 1.17 | -0.14 | 0.74 | 3.04 | 0.73 | 0.21 | 0.68 | 0.77 | -0.84 | 0.18 | 1.34 | -0.13 | 0.21 | 1.53 | -0.81 |
Draw Down(%) | NA | 10.5 | 18.0 | 40.4 | 63.4 | 63.4 | NA | NA | 82.0 | 18.0 | 40.4 | 11.2 | 63.4 | 13.5 | 34.7 | 6.8 | 19.4 | 26.7 | 14.3 | 11.2 | 16.6 | 31.9 | 25.9 | 48.1 | 70.9 | 19.6 | 16.0 | 16.7 | 18.2 | 28.3 | 47.2 |
Standard Deviation(%) | NA | 19.3 | 19.7 | 29.6 | 41.3 | 49.5 | NA | NA | 43.6 | 22.9 | 39.8 | 24.6 | 72.8 | 113.9 | 36.1 | 13.1 | 25.2 | 30.9 | 21.8 | 20.3 | 23.6 | 42.7 | 32.5 | 48.2 | 74.5 | 29.2 | 19.6 | 20.8 | 21.6 | 32.9 | 58.7 |
Treynor Ratio | NA | 0.07 | 0.22 | 0.02 | 0.07 | 0.15 | NA | NA | 0.08 | 0.12 | -0.14 | 0.21 | 0.0 | 0.94 | -0.07 | 0.32 | 0.16 | -0.02 | 0.09 | 0.35 | 0.1 | 0.05 | 0.13 | 0.21 | -0.35 | 0.03 | 0.14 | -0.01 | 0.02 | 0.27 | -0.27 |
Alpha | NA | -0.09 | -0.02 | -0.02 | -0.03 | 0.06 | NA | NA | 0.03 | -0.05 | 0.04 | -0.04 | -0.06 | 0.58 | 0.0 | 0.05 | 0.03 | -0.02 | -0.03 | 0.0 | -0.03 | 0.04 | -0.01 | -0.02 | 0.0 | 0.01 | 0.01 | -0.03 | -0.05 | -0.01 | 0.01 |
Beta | NA | 1.4 | 1.46 | 1.53 | 1.71 | 1.87 | NA | NA | 1.82 | 1.54 | 1.51 | 1.59 | 1.85 | 3.62 | 2.04 | 1.77 | 1.85 | 1.96 | 1.84 | 1.75 | 1.75 | 1.78 | 1.77 | 1.75 | 1.79 | 1.76 | 1.84 | 1.91 | 1.88 | 1.89 | 1.78 |
RSquared | NA | 0.68 | 0.72 | 0.8 | 0.8 | 0.2 | NA | NA | 0.38 | 0.78 | 0.84 | 0.73 | 0.81 | 0.05 | 0.94 | 0.81 | 0.93 | 0.97 | 0.93 | 0.91 | 0.89 | 0.96 | 0.97 | 0.97 | 0.96 | 0.94 | 0.89 | 0.9 | 0.93 | 0.96 | 0.85 |
Yield(%) | N/A | 0.0 | 1.2 | 2.5 | 1.1 | 4.2 | 10.7 | 4.4 | N/A | 1.2 | 0.0 | 8.5 | 1.9 | 2.8 | 0.8 | 2.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.4 | 0.8 | 0.8 | 3.6 | 0.1 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | 107.2 | 531.0 | 1129.4 | N/A | N/A | N/A | N/A | -100.0 | 321.5 | -0.5 | 202.6 | -55.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -98.3 | -42.7 | 12.8 | -76.5 | 3538.3 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2002
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 Trading-Leveraged Equity Asset Class Trend Rankings |
Top Rated Funds in Trading-Leveraged Equity
Best Mutual Funds
- RYEUX (EUROPE 1.25X STRATEGY FUND CLASS H) 1.59% (100%)
- PMPIX (PRECIOUS METALS ULTRASECTOR PROFUND PRECIOUS METALS ULTRASECTOR PROFUND INVESTOR CLASS) 3.37% (84%)
- BIPIX (BIOTECHNOLOGY ULTRASECTOR PROFUND BIOTECHNOLOGY ULTRASECTOR PROFUND INVESTOR CLASS) 3.06% (83%)
- ENPIX (OIL & GAS ULTRASECTOR PROFUND OIL & GAS ULTRASECTOR PROFUND INVESTOR CLASS) 2.71% (82%)
- UTPIX (UTILITIES ULTRASECTOR PROFUND UTILITIES ULTRASECTOR PROFUND INVESTOR CLASS) 1.96% (81%)
- PHPIX (PHARMACEUTICALS ULTRASECTOR PROFUND PHARMACEUTICALS ULTRASECTOR PROFUND INVESTOR CLASS) 1.00% (80%)
- HCPIX (HEALTH CARE ULTRASECTOR PROFUND HEALTH CARE ULTRASECTOR PROFUND INVESTOR CLASS) 1.22% (80%)
- CNPIX (CONSUMER GOODS ULTRASECTOR PROFUND CONSUMER GOODS ULTRASECTOR PROFUND INVESTOR CLASS) 1.12% (79%)
- UOPIX (Ultra Nasdaq-100 Profunds Investor Clas) 1.43% (78%)
- TEPIX (TECHNOLOGY ULTRASECTOR PROFUND TECHNOLOGY ULTRASECTOR PROFUND INVESTOR CLASS) 0.99% (77%)
Best ETFs
- ROM (ProShares Ultra Technology) 1.46% (99%)
- ERX (Direxion Daily Energy Bull 2X Shares) 3.70% (98%)
- FAS (Direxion Daily Financial Bull 3X Shares) 2.54% (97%)
- TNA (Direxion Daily Small Cap Bull 3X Shares) 4.34% (94%)
- DIG (ProShares Ultra Oil & Gas) 3.60% (92%)
- RXL (ProShares Ultra Health Care) 1.62% (91%)
- UCC (ProShares Ultra Consumer Services) 1.14% (90%)
- URE (ProShares Ultra Real Estate) 1.83% (88%)
- UYM (ProShares Ultra Basic Materials) 2.91% (84%)
- DRN (Direxion Daily Real Estate Bull 3X Shares) 3.05% (62%)