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UVPIX: ULTRASHORT EMERGING MARKETS PROFUND ULTRASHORT EMERGING MARKETS PROFUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 16.76 0.28(1.64%) May 10
Asset Class: | Bear Market |
MyPlanIQ Rating: | (70%) |
Start Date: | 04/26/2006 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 5.19% |
Expenses | 2.78% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/26/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | -11.3 | -32.0 | -7.0 | -0.7 | -8.9 | -14.6 | -21.1 | -32.0 | 2.8 | 14.1 | 68.4 | -39.8 | 20.6 | -48.4 | -32.4 | 21.8 | -7.7 | -1.2 | -25.8 | 14.7 | -35.9 | -77.2 | 13.5 | -61.2 | -28.8 |
Sharpe Ratio | NA | -0.86 | -0.95 | -0.18 | -0.03 | -0.16 | NA | -0.33 | -0.89 | 0.02 | 0.29 | 0.43 | -1.21 | 0.46 | -1.89 | -0.76 | 0.53 | -0.22 | -0.04 | -0.7 | 0.26 | -0.72 | -1.02 | 0.09 | -0.94 | -0.8 |
Draw Down(%) | NA | 23.6 | 33.3 | 55.1 | 76.4 | 91.3 | NA | 99.7 | 32.1 | 36.4 | 30.5 | 76.4 | 42.3 | 23.2 | 50.5 | 56.7 | 29.4 | 48.7 | 35.2 | 31.1 | 33.7 | 50.0 | 82.4 | 66.8 | 69.2 | 55.3 |
Standard Deviation(%) | NA | 37.2 | 37.7 | 50.4 | 82.3 | 64.1 | NA | 66.5 | 40.8 | 65.8 | 48.6 | 156.0 | 34.0 | 41.9 | 26.1 | 42.8 | 41.0 | 34.8 | 33.3 | 37.0 | 56.2 | 50.2 | 75.8 | 133.1 | 68.1 | 53.4 |
Treynor Ratio | NA | 0.16 | 0.16 | 0.05 | 0.01 | 0.05 | NA | 0.1 | 0.18 | -0.01 | -0.07 | -0.39 | 0.19 | -0.1 | 0.23 | 0.13 | -0.1 | 0.04 | 0.01 | 0.11 | -0.07 | 0.15 | 0.32 | -0.04 | 0.17 | 0.11 |
Alpha | NA | 0.05 | 0.05 | 0.06 | 0.28 | 0.16 | NA | 0.1 | 0.03 | -0.05 | 0.3 | 1.13 | 0.04 | 0.06 | -0.09 | 0.01 | 0.12 | 0.08 | 0.28 | 0.06 | 0.15 | 0.04 | -0.19 | -0.05 | -0.24 | 0.0 |
Beta | NA | -1.99 | -2.21 | -1.8 | -1.81 | -1.9 | NA | -2.32 | -1.99 | -1.76 | -2.12 | -1.75 | -2.12 | -1.94 | -2.12 | -2.56 | -2.1 | -1.83 | -2.22 | -2.34 | -2.13 | -2.36 | -2.44 | -2.84 | -3.76 | -3.99 |
RSquared | NA | 0.41 | 0.49 | 0.42 | 0.07 | 0.1 | NA | 0.26 | 0.44 | 0.46 | 0.37 | 0.04 | 0.62 | 0.61 | 0.33 | 0.65 | 0.61 | 0.38 | 0.57 | 0.69 | 0.84 | 0.78 | 0.83 | 0.84 | 0.78 | 0.7 |
Yield(%) | N/A | 0.0 | 5.2 | 2.0 | 1.5 | 1.6 | 2.4 | N/A | 4.9 | 0.0 | 0.0 | 0.0 | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 2.2 | 3.0 | 3.2 |
Dividend Growth(%) | N/A | -100.0 | N/A | 1916.8 | N/A | N/A | N/A | N/A | N/A | 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 | -73.8 | -37.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/26/2006
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