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UIPSX: ULTRASHORT MID-CAP PROFUND ULTRASHORT MID-CAP PROFUND SERVICE CLASS (MUTUAL FUND)
Basic Info 28.18 0.03(0.11%) May 17
Asset Class: | Bear Market |
MyPlanIQ Rating: | (20%) |
Start Date: | 02/06/2004 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 2.80% |
Expenses | 2.78% |
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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 | 20 Yr | Since 02/06/2004 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.4 | -13.6 | -32.1 | -15.2 | -31.2 | -26.4 | -32.1 | -28.1 | -27.5 | -26.7 | 9.9 | -43.1 | -54.3 | -38.8 | 20.1 | -28.0 | -37.7 | -6.3 | -23.3 | -48.6 | -35.0 | -21.7 | -47.3 | -63.2 | 45.8 | -10.3 | -13.4 | -21.1 | -25.8 |
Sharpe Ratio | NA | -1.19 | -1.12 | -0.09 | -0.21 | -0.25 | NA | NA | -0.34 | -0.09 | 0.16 | -1.19 | -0.68 | -1.41 | 0.58 | -1.49 | -1.19 | -0.21 | -0.9 | -1.82 | -1.16 | -0.38 | -1.12 | -0.97 | 0.5 | -0.41 | -0.6 | -0.93 | -1.07 |
Draw Down(%) | NA | 21.5 | 41.4 | 92.7 | 92.7 | 95.7 | NA | NA | 99.9 | 91.8 | 33.1 | 46.3 | 79.7 | 41.3 | 25.3 | 28.8 | 51.7 | 20.8 | 32.9 | 48.6 | 36.1 | 37.0 | 51.9 | 77.4 | 47.9 | 23.6 | 23.3 | 30.4 | 32.7 |
Standard Deviation(%) | NA | 28.8 | 31.7 | 192.9 | 154.5 | 111.0 | NA | NA | 84.7 | 330.3 | 52.2 | 36.3 | 80.3 | 28.5 | 32.2 | 19.3 | 31.7 | 29.7 | 26.0 | 26.7 | 30.5 | 57.5 | 42.5 | 65.2 | 88.5 | 32.5 | 28.0 | 25.0 | 27.4 |
Treynor Ratio | NA | 0.16 | 0.16 | 0.08 | 0.15 | 0.13 | NA | NA | 0.13 | 0.08 | -0.05 | 0.2 | 0.25 | 0.2 | -0.1 | 0.11 | 0.17 | 0.03 | 0.11 | 0.22 | 0.16 | 0.09 | 0.21 | 0.28 | -0.22 | 0.07 | 0.07 | 0.1 | 0.13 |
Alpha | NA | 0.03 | 0.04 | 1.1 | 0.66 | 0.33 | NA | NA | 0.15 | 3.45 | -0.05 | 0.01 | 0.03 | 0.03 | 0.05 | 0.06 | -0.06 | 0.0 | 0.01 | 0.01 | -0.02 | 0.0 | -0.07 | -0.05 | -0.01 | -0.01 | 0.06 | -0.05 | -0.04 |
Beta | NA | -2.09 | -2.24 | -2.2 | -2.21 | -2.15 | NA | NA | -2.16 | -3.68 | -1.88 | -2.15 | -2.21 | -2.06 | -1.82 | -2.5 | -2.2 | -1.88 | -2.12 | -2.23 | -2.18 | -2.31 | -2.21 | -2.26 | -2.05 | -1.97 | -2.48 | -2.24 | -2.23 |
RSquared | NA | 0.76 | 0.72 | 0.01 | 0.01 | 0.02 | NA | NA | 0.04 | 0.0 | 0.81 | 0.67 | 0.9 | 0.84 | 0.91 | 0.84 | 0.88 | 0.93 | 0.91 | 0.9 | 0.88 | 0.96 | 0.95 | 0.96 | 0.92 | 0.94 | 0.9 | 0.9 | 0.88 |
Yield(%) | N/A | 0.0 | 2.8 | 8.4 | 1.3 | 2.0 | 0.6 | 0.3 | N/A | 27.1 | 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 | 0.7 | 0.3 | 3.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | 91.7 | 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 | -100.0 | 125.0 | -92.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/06/2004
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