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UMPIX: ULTRAMID-CAP PROFUND ULTRAMID-CAP PROFUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 65.73 0.85(1.28%) July 30
| Asset Class: | Trading-Leveraged Equity |
| MyPlanIQ Rating: | (73%) |
| Start Date: | 03/22/2000 |
| Last Dividend Date: | 12/31/2024 |
| 12-Mo. Yield | 0.97% |
| Expenses | 1.59% |
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Performance Analytics (As of 07/25/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/22/2000 |
2024 | 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(%) | -2.1 | -1.5 | -1.6 | 11.8 | 15.6 | 8.6 | 14.6 | 8.7 | 7.5 | 16.8 | 22.4 | -32.1 | 40.5 | 5.2 | 48.9 | -26.4 | 21.9 | 38.5 | -8.6 | 15.5 | 70.8 | 32.5 | -13.2 | 50.1 | 65.4 | -67.8 | 6.4 | 11.3 | 18.5 | 28.5 | 69.1 | -39.7 | -14.8 | -8.2 |
| Sharpe Ratio | NA | -0.04 | 0.0 | 0.22 | 0.34 | 0.18 | NA | NA | 0.14 | 0.32 | 0.52 | -0.65 | 1.12 | 0.06 | 1.66 | -0.85 | 1.06 | 1.21 | -0.29 | 0.59 | 2.66 | 1.08 | -0.23 | 1.18 | 1.01 | -0.77 | 0.11 | 0.29 | 0.66 | 1.03 | 2.05 | -0.8 | -0.39 | -0.27 |
| Draw Down(%) | NA | 40.9 | 44.9 | 44.9 | 48.3 | 69.5 | NA | NA | 85.5 | 16.5 | 30.6 | 43.7 | 19.5 | 69.5 | 16.8 | 42.4 | 11.0 | 22.1 | 24.5 | 20.9 | 14.4 | 21.8 | 48.6 | 33.5 | 49.5 | 80.9 | 24.1 | 25.5 | 15.9 | 21.4 | 26.7 | 57.7 | 47.6 | 27.8 |
| Standard Deviation(%) | NA | 49.2 | 43.4 | 39.5 | 40.5 | 42.8 | NA | NA | 44.1 | 31.9 | 34.9 | 51.8 | 36.2 | 82.9 | 28.7 | 32.5 | 20.2 | 31.7 | 30.0 | 26.1 | 26.6 | 30.4 | 57.9 | 42.5 | 64.7 | 88.6 | 32.7 | 27.7 | 24.7 | 26.8 | 33.4 | 50.9 | 44.9 | 54.1 |
| Treynor Ratio | NA | -0.01 | 0.0 | 0.04 | 0.07 | 0.04 | NA | NA | 0.03 | 0.05 | 0.08 | -0.17 | 0.18 | 0.03 | 0.23 | -0.16 | 0.09 | 0.17 | -0.05 | 0.07 | 0.32 | 0.15 | -0.06 | 0.22 | 0.28 | -0.34 | 0.02 | 0.03 | 0.08 | 0.13 | 0.38 | -0.25 | -0.1 | -0.07 |
| Alpha | NA | -0.08 | -0.1 | -0.06 | -0.04 | -0.04 | NA | NA | 0.0 | -0.07 | -0.09 | 0.04 | -0.07 | -0.02 | -0.05 | -0.07 | -0.11 | 0.04 | -0.04 | -0.04 | -0.02 | 0.0 | -0.03 | 0.06 | 0.03 | 0.01 | 0.01 | -0.07 | 0.05 | 0.02 | 0.04 | -0.01 | 0.05 | 0.13 |
| Beta | NA | 2.0 | 2.02 | 2.03 | 2.03 | 1.98 | NA | NA | 2.02 | 1.99 | 2.22 | 2.0 | 2.22 | 1.91 | 2.05 | 1.77 | 2.51 | 2.22 | 1.84 | 2.13 | 2.22 | 2.19 | 2.39 | 2.26 | 2.3 | 2.02 | 1.93 | 2.52 | 2.14 | 2.19 | 1.79 | 1.61 | 1.68 | 2.0 |
| RSquared | NA | 0.87 | 0.83 | 0.77 | 0.76 | 0.75 | NA | NA | 0.8 | 0.63 | 0.69 | 0.87 | 0.64 | 0.67 | 0.8 | 0.87 | 0.7 | 0.84 | 0.9 | 0.87 | 0.85 | 0.85 | 0.94 | 0.93 | 0.94 | 0.88 | 0.89 | 0.83 | 0.8 | 0.83 | 0.83 | 0.69 | 0.65 | 0.62 |
| Yield(%) | N/A | 0.0 | 0.9 | 0.6 | 0.6 | 0.3 | 2.1 | 1.1 | N/A | 1.1 | 0.7 | 0.0 | 0.0 | 0.0 | 3.0 | 0.0 | 0.9 | 0.0 | 0.0 | 7.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.8 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 87.9 | 0.3 | -52.2 | -54.5 | N/A | N/A | N/A | 87.9 | N/A | N/A | N/A | -100.0 | 2133.4 | -95.7 | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | -40.0 | -98.7 | 3.7 | 9350.0 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/22/2000
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