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UDPSX: ULTRADOW 30 PROFUND ULTRADOW 30 PROFUND SERVICE CLASS (MUTUAL FUND)
Basic Info 61.44 0.4(0.66%) May 17
Asset Class: | Trading-Leveraged Equity |
MyPlanIQ Rating: | (34%) |
Start Date: | 05/31/2002 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 0.48% |
Expenses | 2.54% |
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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 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(%) | 2.5 | 10.2 | 35.8 | 6.1 | 40.0 | 28.6 | 29.2 | 17.0 | 15.0 | 22.2 | -21.0 | 29.4 | -0.2 | 43.8 | -14.7 | 53.0 | 28.6 | -5.4 | 14.9 | 60.0 | 15.9 | 8.0 | 21.2 | 35.8 | -62.6 | 6.7 | 27.7 | -4.2 | 4.5 | 49.8 | -31.1 |
Sharpe Ratio | NA | 0.95 | 1.4 | 0.07 | 0.58 | 0.55 | NA | NA | 0.32 | 0.79 | -0.56 | 1.14 | -0.01 | 0.13 | -1.0 | 2.55 | -0.22 | -0.77 | -0.17 | 2.04 | -0.11 | -0.25 | 0.08 | 0.36 | -1.1 | -0.53 | 0.28 | -1.23 | -0.7 | 0.93 | -1.23 |
Draw Down(%) | NA | 10.6 | 18.2 | 40.9 | 63.4 | 63.4 | NA | NA | 82.2 | 18.2 | 40.9 | 14.5 | 63.4 | 67.8 | 35.3 | 6.9 | 19.5 | 26.9 | 14.4 | 11.3 | 16.7 | 32.2 | 26.0 | 48.2 | 71.1 | 19.7 | 16.1 | 16.8 | 18.8 | 28.3 | 47.3 |
Standard Deviation(%) | NA | 19.4 | 19.9 | 29.7 | 64.2 | 49.2 | NA | NA | 43.4 | 22.9 | 39.7 | 25.8 | 72.8 | 157.5 | 36.1 | 13.3 | 25.2 | 30.9 | 21.8 | 20.3 | 23.6 | 42.7 | 32.5 | 48.3 | 74.4 | 29.2 | 19.6 | 20.6 | 21.6 | 32.9 | 58.7 |
Treynor Ratio | NA | 0.13 | 0.19 | 0.01 | 0.23 | 0.16 | NA | NA | 0.08 | 0.12 | -0.15 | 0.18 | 0.0 | 1.32 | -0.18 | 0.19 | -0.03 | -0.12 | -0.02 | 0.24 | -0.02 | -0.06 | 0.01 | 0.1 | -0.46 | -0.09 | 0.03 | -0.13 | -0.08 | 0.16 | -0.41 |
Alpha | NA | -0.06 | -0.02 | -0.02 | 0.14 | 0.07 | NA | NA | 0.02 | -0.05 | 0.04 | -0.06 | -0.06 | 0.6 | 0.07 | 0.93 | 0.97 | 1.61 | 0.02 | 0.96 | 0.01 | 0.09 | 0.58 | 0.03 | 0.05 | 0.06 | 0.06 | 0.63 | 0.01 | 0.05 | 0.25 |
Beta | NA | 1.38 | 1.47 | 1.55 | 1.61 | 1.7 | NA | NA | 1.75 | 1.54 | 1.51 | 1.64 | 1.85 | 0.16 | 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 | 0.69 | 0.73 | 0.82 | 0.12 | 0.18 | NA | NA | 0.37 | 0.78 | 0.84 | 0.7 | 0.81 | 0.0 | 0.94 | 0.79 | 0.93 | 0.97 | 0.93 | 0.91 | 0.89 | 0.96 | 0.97 | 0.97 | 0.96 | 0.94 | 0.89 | 0.91 | 0.93 | 0.96 | 0.85 |
Yield(%) | N/A | 0.0 | 0.5 | 2.7 | 3.3 | 4.1 | 9.7 | 3.9 | N/A | 0.5 | 0.0 | 9.9 | 2.2 | 2.3 | 0.0 | 3.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.4 | 0.5 | 0.4 | 0.1 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | 159.8 | 721.8 | 4344.7 | N/A | N/A | N/A | N/A | -100.0 | 322.8 | 40.3 | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -80.0 | 0.0 | 25.0 | 300.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2002
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