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UJPSX: ULTRAJAPAN PROFUND ULTRAJAPAN PROFUND SERVICE CLASS (MUTUAL FUND)
Basic Info 44.32 0.43(0.98%) May 17
Asset Class: | Trading-Leveraged Equity |
MyPlanIQ Rating: | (22%) |
Start Date: | 12/11/2000 |
Last Dividend Date: | 09/29/2021 |
12-Mo. Yield | 0.00% |
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 12/11/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.9 | 36.3 | 62.3 | 23.4 | 22.8 | 16.9 | 13.5 | 5.7 | 1.1 | 69.1 | -22.4 | 5.5 | 22.1 | 39.0 | -26.3 | 38.4 | -5.1 | 7.3 | 1.4 | 108.7 | 46.8 | -37.2 | -17.1 | 12.9 | -72.4 | -27.5 | 12.9 | 88.7 | 8.6 | 46.3 | -40.4 | -47.7 | 0.3 |
Sharpe Ratio | NA | 3.34 | 2.08 | 0.44 | 0.47 | 0.37 | NA | NA | 0.0 | 2.02 | -0.62 | 0.15 | 0.34 | 1.29 | -0.67 | 1.57 | -0.1 | 0.17 | 0.03 | 1.92 | 1.41 | -0.77 | -0.38 | 0.22 | -0.74 | -0.73 | 0.23 | 2.84 | 0.19 | 0.93 | -0.73 | -0.81 | 0.02 |
Draw Down(%) | NA | 17.4 | 17.4 | 35.9 | 55.5 | 57.6 | NA | NA | 90.1 | 17.3 | 29.3 | 21.1 | 55.4 | 20.5 | 38.5 | 13.6 | 37.9 | 34.2 | 30.6 | 37.8 | 35.1 | 47.9 | 43.8 | 46.7 | 80.8 | 36.6 | 35.7 | 17.0 | 26.8 | 25.8 | 57.9 | 60.4 | 21.6 |
Standard Deviation(%) | NA | 34.2 | 33.8 | 35.6 | 41.9 | 41.1 | NA | NA | 48.7 | 32.4 | 38.7 | 35.8 | 63.3 | 29.2 | 41.2 | 24.2 | 51.0 | 44.2 | 42.0 | 56.7 | 33.3 | 48.4 | 45.2 | 57.9 | 98.4 | 41.8 | 41.1 | 30.5 | 40.9 | 48.9 | 57.1 | 62.4 | 102.0 |
Treynor Ratio | NA | 0.63 | 0.4 | 0.11 | 0.13 | 0.09 | NA | NA | 0.0 | 0.46 | -0.19 | 0.03 | 0.14 | 0.19 | -0.14 | 0.15 | -0.02 | 0.03 | 0.01 | 0.37 | 0.26 | -0.23 | -0.08 | 0.07 | -0.35 | -0.15 | 0.04 | 0.51 | 0.03 | 0.27 | -0.32 | -0.29 | 0.01 |
Alpha | NA | 0.15 | 0.08 | 0.04 | 0.02 | 0.01 | NA | NA | -0.01 | 0.1 | 0.01 | -0.13 | 0.02 | -0.06 | -0.06 | -0.05 | -0.09 | 0.04 | -0.09 | 0.02 | 0.06 | -0.17 | -0.16 | -0.08 | 0.0 | -0.14 | -0.05 | 0.24 | -0.03 | 0.02 | -0.03 | -0.1 | 0.86 |
Beta | NA | 1.83 | 1.78 | 1.36 | 1.49 | 1.7 | NA | NA | 1.82 | 1.43 | 1.24 | 1.73 | 1.54 | 1.96 | 1.94 | 2.51 | 2.61 | 2.27 | 2.49 | 2.96 | 1.85 | 1.59 | 2.05 | 1.83 | 2.08 | 2.11 | 2.6 | 1.7 | 2.38 | 1.67 | 1.29 | 1.76 | 1.93 |
RSquared | NA | 0.39 | 0.37 | 0.44 | 0.58 | 0.55 | NA | NA | 0.53 | 0.33 | 0.6 | 0.42 | 0.73 | 0.7 | 0.66 | 0.48 | 0.46 | 0.65 | 0.45 | 0.33 | 0.5 | 0.6 | 0.67 | 0.73 | 0.73 | 0.66 | 0.41 | 0.33 | 0.42 | 0.34 | 0.35 | 0.37 | 0.18 |
Yield(%) | N/A | 0.0 | 0.0 | 5.3 | 4.7 | 4.4 | 3.9 | 5.6 | N/A | 0.0 | 0.0 | 16.4 | 0.0 | 0.0 | 2.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 4.3 | 38.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 17.7 |
Dividend Growth(%) | N/A | N/A | N/A | 776.2 | 776.2 | -81.7 | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -92.0 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/11/2000
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