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UVPSX: ULTRASHORT EMERGING MARKETS PROFUND ULTRASHORT EMERGING MARKETS PROFUND SERVICE CLASS (MUTUAL FUND)
Basic Info 14.16 0.15(1.05%) May 17
Asset Class: | Bear Market |
MyPlanIQ Rating: | (8%) |
Start Date: | 04/20/2006 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 3.73% |
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 | Since 04/20/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -5.5 | -16.5 | -32.2 | -10.4 | -3.5 | -10.1 | -16.3 | -22.1 | -31.4 | 1.8 | 12.9 | 66.7 | -40.4 | 19.4 | -48.9 | -33.1 | 20.9 | -8.7 | -2.2 | -26.5 | 14.0 | -36.8 | -77.4 | 12.5 | -61.6 | -30.5 |
Sharpe Ratio | NA | -0.88 | -0.97 | -0.2 | -0.04 | -0.17 | NA | -0.34 | -0.89 | 0.01 | 0.26 | 0.42 | -1.23 | 0.43 | -1.91 | -0.78 | 0.51 | -0.25 | -0.07 | -0.72 | 0.25 | -0.73 | -1.02 | 0.09 | -0.95 | -0.83 |
Draw Down(%) | NA | 23.8 | 33.9 | 55.8 | 76.6 | 91.7 | NA | 99.7 | 31.5 | 36.5 | 30.6 | 76.6 | 42.8 | 23.2 | 51.0 | 57.0 | 29.5 | 49.1 | 35.4 | 31.5 | 33.8 | 50.6 | 82.5 | 66.8 | 69.4 | 55.6 |
Standard Deviation(%) | NA | 37.2 | 37.7 | 50.7 | 82.5 | 64.2 | NA | 66.5 | 40.4 | 65.8 | 49.5 | 156.3 | 34.0 | 41.9 | 26.1 | 42.8 | 41.2 | 34.8 | 33.3 | 37.0 | 56.4 | 50.6 | 76.0 | 133.1 | 68.1 | 53.0 |
Treynor Ratio | NA | 0.16 | 0.17 | 0.06 | 0.02 | 0.06 | NA | 0.1 | 0.18 | 0.0 | -0.06 | -0.38 | 0.2 | -0.09 | 0.23 | 0.13 | -0.1 | 0.05 | 0.01 | 0.11 | -0.07 | 0.15 | 0.32 | -0.04 | 0.17 | 0.11 |
Alpha | NA | 0.04 | 0.04 | 0.06 | 0.27 | 0.15 | NA | 0.1 | 0.03 | -0.06 | 0.31 | 1.13 | 0.03 | 0.06 | -0.1 | 0.0 | 0.12 | 0.08 | 0.27 | 0.05 | 0.15 | 0.03 | -0.19 | -0.05 | -0.25 | -0.03 |
Beta | NA | -1.99 | -2.2 | -1.83 | -1.83 | -1.91 | NA | -2.32 | -1.99 | -1.78 | -2.21 | -1.75 | -2.11 | -1.94 | -2.12 | -2.55 | -2.11 | -1.82 | -2.23 | -2.33 | -2.12 | -2.38 | -2.45 | -2.84 | -3.76 | -3.99 |
RSquared | NA | 0.42 | 0.49 | 0.43 | 0.07 | 0.1 | NA | 0.26 | 0.45 | 0.47 | 0.39 | 0.04 | 0.62 | 0.61 | 0.33 | 0.65 | 0.61 | 0.38 | 0.58 | 0.69 | 0.83 | 0.78 | 0.84 | 0.84 | 0.78 | 0.7 |
Yield(%) | N/A | 0.0 | 4.0 | 1.4 | 0.9 | 1.0 | 1.5 | N/A | 3.5 | 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 | 0.0 | 2.7 | 2.2 |
Dividend Growth(%) | N/A | -100.0 | 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 | N/A | N/A | N/A | N/A | -100.0 | -17.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/20/2006
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