Find A Portfolio/Ticker
Comparison Box
UTPIX: UTILITIES ULTRASECTOR PROFUND UTILITIES ULTRASECTOR PROFUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 76.75 1.66(2.21%) May 16
| Asset Class: | Trading-Leveraged Equity |
| MyPlanIQ Rating: | (81%) |
| Start Date: | 12/07/2000 |
| Last Dividend Date: | 12/31/2024 |
| 12-Mo. Yield | 1.28% |
| Expenses | 2.70% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/07/2000 |
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(%) | 3.6 | 11.6 | 19.5 | 6.0 | 12.8 | 10.0 | 12.1 | 8.9 | 5.9 | 29.3 | -15.5 | -2.3 | 23.3 | -8.9 | 34.2 | 2.3 | 15.1 | 23.6 | -10.0 | 40.7 | 19.8 | -0.1 | 26.0 | 8.0 | 13.7 | -46.7 | 20.3 | 26.5 | 17.9 | 31.8 | 29.7 | -37.2 | -42.5 | 10.9 |
| Sharpe Ratio | NA | 1.01 | 0.5 | 0.06 | 0.37 | 0.28 | NA | NA | 0.16 | 0.97 | -0.74 | -0.12 | 1.04 | -0.15 | 1.91 | 0.04 | 1.0 | 1.02 | -0.39 | 2.04 | 1.09 | -0.01 | 0.99 | 0.34 | 0.42 | -0.83 | 0.66 | 1.43 | 0.74 | 1.85 | 1.27 | -0.85 | -1.27 | 22.07 |
| Draw Down(%) | NA | 13.1 | 17.3 | 38.7 | 38.7 | 50.8 | NA | NA | 73.6 | 14.5 | 31.6 | 29.2 | 12.6 | 50.8 | 8.6 | 14.6 | 10.7 | 18.4 | 24.4 | 13.9 | 15.9 | 14.6 | 18.2 | 14.1 | 36.2 | 56.3 | 18.2 | 10.7 | 17.5 | 13.0 | 25.1 | 57.0 | 47.8 | 1.7 |
| Standard Deviation(%) | NA | 30.9 | 26.2 | 28.2 | 27.1 | 29.1 | NA | NA | 29.2 | 23.3 | 26.7 | 31.9 | 22.3 | 58.7 | 17.2 | 22.5 | 14.5 | 22.9 | 25.6 | 20.0 | 18.2 | 14.7 | 26.2 | 23.2 | 32.1 | 57.3 | 26.2 | 16.3 | 21.3 | 16.7 | 22.9 | 45.2 | 35.8 | 21.0 |
| Treynor Ratio | NA | 0.48 | 0.23 | 0.02 | 0.13 | 0.1 | NA | NA | 0.05 | 0.58 | -0.22 | -0.04 | 0.31 | -0.07 | 0.9 | 0.03 | 0.59 | 0.48 | -0.11 | 0.52 | 0.17 | 0.0 | 0.26 | 0.07 | 0.15 | -0.39 | 0.14 | 0.23 | 0.1 | 0.36 | 0.32 | -0.37 | -1.03 | 9.71 |
| Alpha | NA | 0.11 | 0.04 | -0.02 | 0.01 | 0.01 | NA | NA | 0.0 | 0.06 | -0.14 | 0.07 | 0.01 | -0.08 | 0.08 | 0.02 | 0.04 | 0.07 | -0.04 | 0.1 | -0.05 | -0.04 | 0.09 | -0.03 | -0.03 | 0.0 | 0.06 | 0.04 | 0.05 | 0.08 | 0.02 | -0.06 | -0.18 | 0.74 |
| Beta | NA | 0.65 | 0.56 | 0.79 | 0.77 | 0.85 | NA | NA | 0.96 | 0.39 | 0.88 | 0.83 | 0.76 | 1.24 | 0.36 | 0.36 | 0.25 | 0.48 | 0.92 | 0.78 | 1.14 | 0.66 | 0.99 | 1.09 | 0.92 | 1.22 | 1.29 | 0.99 | 1.52 | 0.85 | 0.92 | 1.02 | 0.44 | 0.48 |
| RSquared | NA | 0.33 | 0.18 | 0.26 | 0.26 | 0.29 | NA | NA | 0.41 | 0.05 | 0.19 | 0.4 | 0.2 | 0.54 | 0.07 | 0.07 | 0.01 | 0.08 | 0.31 | 0.2 | 0.48 | 0.33 | 0.77 | 0.72 | 0.61 | 0.74 | 0.62 | 0.38 | 0.54 | 0.32 | 0.47 | 0.35 | 0.07 | 0.3 |
| Yield(%) | N/A | 0.0 | 1.3 | 1.2 | 1.2 | 1.6 | 2.8 | 2.4 | N/A | 1.5 | 1.4 | 0.9 | 0.3 | 0.5 | 2.3 | 0.7 | 0.9 | 1.0 | 1.2 | 0.8 | 1.5 | 2.5 | 0.8 | 2.8 | 0.6 | 1.5 | 0.3 | 4.9 | 0.0 | 0.9 | 0.6 | 0.9 | 0.2 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -10.9 | 61.5 | 16.5 | 59.3 | N/A | N/A | N/A | -10.9 | 49.0 | 378.6 | -58.5 | -69.5 | 246.5 | -10.0 | 3.1 | -28.6 | 125.5 | -41.2 | -39.9 | 277.3 | -68.4 | 452.3 | -79.6 | 511.6 | -93.1 | N/A | -100.0 | 98.3 | -60.5 | 230.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/07/2000
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Trading-Leveraged Equity Asset Class Trend Rankings |
Top Rated Funds in Trading-Leveraged Equity
Best Mutual Funds
- RYEUX (EUROPE 1.25X STRATEGY FUND CLASS H) 0.37% (100%)
- PMPIX (PRECIOUS METALS ULTRASECTOR PROFUND PRECIOUS METALS ULTRASECTOR PROFUND INVESTOR CLASS) 0.06% (84%)
- BIPIX (BIOTECHNOLOGY ULTRASECTOR PROFUND BIOTECHNOLOGY ULTRASECTOR PROFUND INVESTOR CLASS) (83%)
- ENPIX (OIL & GAS ULTRASECTOR PROFUND OIL & GAS ULTRASECTOR PROFUND INVESTOR CLASS) (82%)
- UTPIX (UTILITIES ULTRASECTOR PROFUND UTILITIES ULTRASECTOR PROFUND INVESTOR CLASS) 2.21% (81%)
- PHPIX (PHARMACEUTICALS ULTRASECTOR PROFUND PHARMACEUTICALS ULTRASECTOR PROFUND INVESTOR CLASS) 2.65% (80%)
- HCPIX (HEALTH CARE ULTRASECTOR PROFUND HEALTH CARE ULTRASECTOR PROFUND INVESTOR CLASS) (80%)
- CNPIX (CONSUMER GOODS ULTRASECTOR PROFUND CONSUMER GOODS ULTRASECTOR PROFUND INVESTOR CLASS) 1.64% (79%)
- UOPIX (Ultra Nasdaq-100 Profunds Investor Clas) 0.88% (78%)
- TEPIX (TECHNOLOGY ULTRASECTOR PROFUND TECHNOLOGY ULTRASECTOR PROFUND INVESTOR CLASS) 0.28% (77%)
Best ETFs
- ROM (ProShares Ultra Technology) 0.27% (99%)
- ERX (Direxion Daily Energy Bull 2X Shares) (98%)
- FAS (Direxion Daily Financial Bull 3X Shares) (97%)
- SSO (ProShares Ultra S&P 500) 1.24% (95%)
- TNA (Direxion Daily Small Cap Bull 3X Shares) 2.41% (94%)
- LTL (ProShares Ultra Communication Services) 1.31% (91%)
- RXL (ProShares Ultra Health Care) 4.08% (91%)
- UCC (ProShares Ultra Consumer Discretionary) 1.89% (90%)
- URE (ProShares Ultra Real Estate) 2.75% (88%)
- DRN (Direxion Daily Real Estate Bull 3X Shares) (62%)
Latest Articles Related to UTPIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
