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UGPSX: ULTRACHINA PROFUND ULTRACHINA PROFUND SERVICE CLASS (MUTUAL FUND)
Basic Info 24.15 0.49(2.07%) May 17
Asset Class: | Trading-Leveraged Equity |
MyPlanIQ Rating: | (23%) |
Start Date: | 02/05/2008 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 2.31% |
Expenses | 2.74% |
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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 | Since 02/05/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 14.6 | 7.9 | 5.9 | -45.7 | -26.8 | -13.0 | -6.4 | -13.6 | -14.6 | -54.1 | -74.1 | 74.5 | 38.6 | -47.1 | 103.8 | -17.1 | -7.9 | -3.4 | 50.5 | 12.4 | -43.8 | 17.4 | 88.7 | -79.5 |
Sharpe Ratio | NA | -0.31 | -0.08 | -0.25 | -0.19 | -0.13 | NA | -0.14 | -0.06 | -0.46 | -0.95 | 1.15 | 0.82 | -0.94 | 3.49 | -0.39 | -0.15 | -0.08 | 1.31 | 0.31 | -0.71 | 0.34 | 1.15 | -0.66 |
Draw Down(%) | NA | 28.4 | 46.7 | 93.8 | 96.3 | 96.3 | NA | 96.3 | 92.9 | 80.6 | 85.2 | 48.0 | 40.1 | 60.5 | 14.1 | 37.2 | 54.9 | 33.2 | 26.7 | 37.3 | 58.7 | 30.3 | 50.2 | 89.4 |
Standard Deviation(%) | NA | 60.7 | 62.9 | 205.8 | 164.0 | 120.1 | NA | 103.7 | 329.2 | 119.7 | 78.2 | 64.3 | 45.3 | 51.7 | 29.7 | 43.7 | 51.7 | 40.6 | 38.7 | 40.7 | 62.0 | 50.3 | 76.9 | 126.5 |
Treynor Ratio | NA | -0.1 | -0.02 | -0.27 | -0.19 | -0.08 | NA | -0.07 | -0.27 | -0.24 | -0.37 | 0.56 | 0.14 | -0.23 | 0.48 | -0.07 | -0.04 | -0.01 | 0.2 | 0.05 | -0.19 | 0.08 | 0.37 | -0.32 |
Alpha | NA | -0.19 | -0.15 | 0.88 | 0.52 | 0.24 | NA | 0.12 | 3.14 | 0.14 | -0.63 | 0.18 | -0.13 | -0.17 | 0.13 | -0.16 | 0.0 | -0.11 | -0.09 | -0.06 | -0.2 | -0.03 | 0.11 | -0.04 |
Beta | NA | 1.95 | 2.46 | 1.91 | 1.65 | 1.83 | NA | 2.19 | 0.71 | 2.28 | 2.02 | 1.32 | 2.75 | 2.15 | 2.18 | 2.53 | 2.08 | 2.38 | 2.52 | 2.31 | 2.34 | 2.29 | 2.42 | 2.65 |
RSquared | NA | 0.14 | 0.2 | 0.0 | 0.01 | 0.01 | NA | 0.04 | 0.0 | 0.2 | 0.12 | 0.51 | 0.58 | 0.51 | 0.24 | 0.58 | 0.39 | 0.45 | 0.53 | 0.53 | 0.78 | 0.68 | 0.73 | 0.78 |
Yield(%) | N/A | 0.0 | 2.2 | 1.1 | 0.9 | 0.6 | 0.6 | N/A | 17.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.1 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | N/A | 560.9 | N/A | 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 | -100.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/05/2008
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