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UHPSX: ULTRASHORT CHINA PROFUND ULTRASHORT CHINA PROFUND SERVICE CLASS (MUTUAL FUND)
Basic Info 4.4 0.1(2.22%) May 17
Asset Class: | Bear Market |
MyPlanIQ Rating: | (10%) |
Start Date: | 02/11/2008 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 2.30% |
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 | Since 02/11/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -13.7 | -19.0 | -35.3 | -27.9 | -34.9 | -30.7 | -31.9 | -32.6 | -28.8 | -62.7 | 92.9 | -65.1 | -41.5 | 37.9 | -58.0 | -9.0 | -23.9 | -19.4 | -47.8 | -31.1 | 10.9 | -39.8 | -74.1 | 0.5 |
Sharpe Ratio | NA | -0.31 | -0.55 | -0.26 | -0.4 | -0.45 | NA | -0.47 | -0.49 | -0.45 | 1.18 | -1.02 | -0.95 | 0.71 | -1.99 | -0.21 | -0.46 | -0.48 | -1.24 | -0.77 | 0.17 | -0.79 | -0.95 | 0.0 |
Draw Down(%) | NA | 30.8 | 44.0 | 88.8 | 90.6 | 97.4 | NA | 99.9 | 44.0 | 83.0 | 40.4 | 75.7 | 47.9 | 28.4 | 59.3 | 52.1 | 39.3 | 45.8 | 55.0 | 31.3 | 37.5 | 55.2 | 82.3 | 64.5 |
Standard Deviation(%) | NA | 62.6 | 64.0 | 101.6 | 87.4 | 69.3 | NA | 70.4 | 68.2 | 144.2 | 78.8 | 63.7 | 45.4 | 51.4 | 29.6 | 43.6 | 51.8 | 40.3 | 38.6 | 40.9 | 62.3 | 50.5 | 78.0 | 134.7 |
Treynor Ratio | NA | 0.1 | 0.14 | 0.12 | 0.19 | 0.16 | NA | 0.15 | 0.14 | 0.28 | -0.43 | 0.49 | 0.16 | -0.17 | 0.28 | 0.04 | 0.11 | 0.08 | 0.19 | 0.14 | -0.05 | 0.18 | 0.31 | 0.0 |
Alpha | NA | 0.16 | 0.13 | 0.13 | 0.07 | 0.04 | NA | 0.04 | 0.14 | -0.21 | 0.59 | -0.21 | 0.09 | 0.13 | -0.17 | 0.12 | -0.04 | 0.06 | 0.06 | 0.03 | 0.15 | 0.0 | -0.14 | -0.01 |
Beta | NA | -1.97 | -2.48 | -2.23 | -1.8 | -1.93 | NA | -2.22 | -2.45 | -2.31 | -2.17 | -1.32 | -2.62 | -2.19 | -2.1 | -2.45 | -2.12 | -2.38 | -2.49 | -2.32 | -2.27 | -2.23 | -2.36 | -2.68 |
RSquared | NA | 0.15 | 0.22 | 0.19 | 0.24 | 0.29 | NA | 0.47 | 0.24 | 0.22 | 0.15 | 0.52 | 0.53 | 0.52 | 0.25 | 0.58 | 0.39 | 0.48 | 0.54 | 0.56 | 0.78 | 0.68 | 0.74 | 0.78 |
Yield(%) | N/A | 0.0 | 2.5 | 0.5 | 0.1 | 0.1 | 0.1 | N/A | 2.6 | 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 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 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 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/11/2008
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