Find A Portfolio/Ticker
Comparison Box
UEPIX: ProFunds Europe 30 Inv (MUTUAL FUND)
Basic Info 13.03 0.06(0.46%) March 24
Asset Class: | EUROPE STOCK |
MyPlanIQ Rating: | (61%) |
Start Date: | 12/08/2000 |
Last Dividend Date: | 12/29/2022 |
12-Mo. Yield | 2.18% |
Expenses | 1.73% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 03/24/2023)
Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
AR(%) | 2.1 | 1.5 | -3.5 | 16.5 | 2.9 | 3.5 | 1.8 | 0.3 | -9.6 | 24.5 | -10.0 | 17.9 | -12.4 | 19.9 | 7.5 | -10.9 | -9.0 | 21.0 | 15.6 | -8.4 | 2.0 | 31.4 | -44.4 | 14.5 | 17.0 | 7.6 | 14.8 | 37.8 | -25.7 | -43.9 | 0.8 |
SR | NA | 0.05 | -0.27 | 0.73 | 0.08 | 0.15 | NA | -0.03 | -0.46 | 1.59 | -0.29 | 1.35 | -0.83 | 2.06 | 0.34 | -0.58 | -0.66 | 1.49 | 0.85 | -0.26 | 0.08 | 0.94 | -0.99 | 0.61 | 0.95 | 0.49 | 0.93 | 1.9 | -0.91 | -1.33 | 0.29 |
DD(%) | NA | 7.4 | 24.8 | 26.6 | 38.7 | 40.5 | NA | 64.4 | 26.6 | 7.8 | 38.7 | 9.6 | 21.6 | 3.5 | 12.0 | 18.8 | 16.8 | 10.2 | 18.7 | 30.2 | 22.4 | 30.1 | 55.9 | 13.9 | 13.3 | 7.3 | 10.5 | 17.8 | 35.5 | 54.1 | 9.4 |
SD(%) | NA | 15.6 | 22.8 | 21.5 | 22.2 | 19.4 | NA | 23.6 | 24.2 | 15.3 | 34.8 | 12.2 | 16.6 | 9.4 | 21.2 | 18.7 | 13.5 | 14.0 | 18.5 | 31.9 | 23.4 | 33.4 | 45.9 | 18.8 | 14.5 | 11.0 | 14.8 | 19.5 | 29.3 | 35.2 | 38.2 |
TR | NA | 0.01 | -0.07 | 0.17 | 0.02 | 0.03 | NA | -0.01 | -0.13 | 0.26 | -0.1 | 0.17 | -0.13 | 0.2 | 0.07 | -0.11 | -0.09 | 0.22 | 0.18 | -0.09 | 0.02 | 0.32 | -0.47 | 0.12 | 0.15 | 0.06 | 0.17 | 0.44 | -0.33 | -0.4 | 0.06 |
Alpha(%) | NA | -0.05 | -0.01 | 0.01 | 0.0 | 0.0 | NA | -0.01 | 0.02 | 0.03 | -0.06 | -0.02 | 0.02 | -0.02 | 0.03 | -0.04 | -0.01 | -0.01 | -0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.04 | 0.0 | 0.0 | 0.02 | -0.05 | -0.11 | -0.32 |
Beta(%) | NA | 0.79 | 0.86 | 0.91 | 0.96 | 0.97 | NA | 0.95 | 0.84 | 0.95 | 1.02 | 0.94 | 1.09 | 0.96 | 0.97 | 1.02 | 0.98 | 0.97 | 0.89 | 0.97 | 0.88 | 0.97 | 0.97 | 0.95 | 0.91 | 0.85 | 0.8 | 0.84 | 0.82 | 1.16 | 2.0 |
RS | NA | 0.82 | 0.77 | 0.79 | 0.84 | 0.85 | NA | 0.81 | 0.77 | 0.69 | 0.94 | 0.8 | 0.86 | 0.81 | 0.86 | 0.86 | 0.89 | 0.91 | 0.88 | 0.91 | 0.92 | 0.93 | 0.91 | 0.93 | 0.79 | 0.66 | 0.51 | 0.58 | 0.59 | 0.56 | 0.48 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/08/2000
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 EUROPE STOCK Asset Class Trend Rankings |
Top Rated Funds in EUROPE STOCK
Best Mutual Funds
- VEURX (Vanguard European Stock Index Inv) 1.08% (88%)
- MEURX (Mutual European Z) 1.27% (82%)
- DFCSX (DFA Continental Small Company I) 1.81% (80%)
- PRESX (T. Rowe Price European Stock) 0.94% (78%)
- JFEIX (JPMorgan Intrepid European Inst) 1.48% (76%)
- EUGDX (Morgan Stanley European Equity I) 0.70% (71%)
- MAEFX (BlackRock EuroFund Instl) 1.60% (65%)
- FIEUX (Fidelity Europe) 0.71% (63%)
- UEPIX (ProFunds Europe 30 Inv) 0.46% (61%)
- AEDYX (Invesco European Growth Y) 1.12% (59%)
Best ETFs
- EZU (iShares MSCI EMU) 1.06% (100%)
- FEZ (SPDR EURO STOXX 50 ETF) 0.95% (98%)
- VGK (Vanguard FTSE Europe ETF) 0.78% (96%)
- IEV (iShares Europe) 0.68% (94%)
- FEU (SPDR STOXX Europe 50 ETF) 0.52% (92%)
- DFE (WisdomTree Europe SmallCap Dividend ETF) 1.02% (86%)
- FDD (First Trust STOXX European Sel Div ETF) 1.67% (84%)
- FEP (First Trust Europe AlphaDEX ETF) 1.61% (55%)
- HEDJ (WisdomTree Europe Hedged Equity ETF) 0.0% (16%)