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UWPSX: ULTRASHORT DOW 30 PROFUND ULTRASHORT DOW 30 PROFUND SERVICE CLASS (MUTUAL FUND)
Basic Info 11.93 0.08(0.67%) May 17
Asset Class: | Bear Market |
MyPlanIQ Rating: | (37%) |
Start Date: | 08/17/2004 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 1.58% |
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 08/17/2004 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.5 | -8.9 | -25.8 | -13.6 | -3.4 | -14.8 | -22.2 | -18.4 | -20.8 | 5.3 | -36.4 | 115.2 | -37.0 | 0.4 | -39.6 | -30.9 | -9.5 | -22.7 | -44.2 | -23.4 | -27.9 | -32.0 | -46.2 | 42.8 | -10.0 | -23.9 | -0.3 | -16.6 |
Sharpe Ratio | NA | -1.08 | -1.37 | -0.49 | -0.06 | -0.28 | NA | -0.4 | -1.1 | 0.1 | -1.45 | 0.72 | -1.57 | -0.02 | -3.06 | -1.23 | -0.31 | -1.04 | -2.17 | -0.99 | -0.66 | -0.99 | -0.95 | 0.55 | -0.45 | -1.38 | -0.12 | -1.96 |
Draw Down(%) | NA | 11.4 | 32.1 | 46.0 | 70.6 | 89.5 | NA | 99.3 | 27.2 | 32.7 | 38.7 | 70.6 | 40.7 | 25.4 | 40.2 | 44.0 | 26.8 | 34.5 | 44.2 | 26.5 | 32.4 | 37.6 | 68.4 | 33.7 | 26.4 | 25.3 | 16.9 | 20.1 |
Standard Deviation(%) | NA | 19.4 | 19.9 | 29.6 | 75.2 | 56.4 | NA | 48.1 | 23.1 | 39.7 | 25.1 | 157.9 | 24.5 | 35.8 | 13.2 | 25.2 | 30.8 | 21.8 | 20.3 | 23.8 | 42.3 | 32.6 | 48.6 | 75.9 | 29.0 | 19.7 | 20.6 | 20.1 |
Treynor Ratio | NA | 0.15 | 0.19 | 0.1 | 0.02 | 0.08 | NA | 0.11 | 0.17 | -0.03 | 0.24 | -0.53 | 0.21 | 0.0 | 0.24 | 0.17 | 0.05 | 0.13 | 0.26 | 0.14 | 0.17 | 0.19 | 0.27 | -0.24 | 0.07 | 0.16 | 0.01 | 0.21 |
Alpha | NA | 0.03 | 0.01 | 0.0 | 0.25 | 0.11 | NA | 0.05 | 0.02 | -0.06 | -0.02 | 1.27 | 0.01 | -0.02 | -0.08 | -0.05 | -0.01 | -0.01 | -0.03 | 0.01 | -0.07 | -0.01 | -0.01 | -0.02 | -0.01 | -0.03 | 0.03 | 0.08 |
Beta | NA | -1.38 | -1.45 | -1.48 | -1.84 | -1.86 | NA | -1.79 | -1.5 | -1.45 | -1.55 | -2.17 | -1.82 | -2.05 | -1.65 | -1.78 | -1.97 | -1.76 | -1.68 | -1.69 | -1.69 | -1.7 | -1.68 | -1.76 | -1.78 | -1.71 | -1.81 | -1.9 |
RSquared | NA | 0.73 | 0.76 | 0.8 | 0.08 | 0.11 | NA | 0.2 | 0.78 | 0.83 | 0.72 | 0.06 | 0.88 | 0.93 | 0.78 | 0.91 | 0.95 | 0.9 | 0.89 | 0.88 | 0.94 | 0.96 | 0.96 | 0.93 | 0.95 | 0.86 | 0.88 | 0.91 |
Yield(%) | N/A | 0.0 | 1.6 | 0.5 | 0.4 | 0.3 | 0.1 | N/A | 1.6 | 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 | 0.6 | 1.8 | 2.6 | 0.6 | 0.0 |
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 | -100.0 | -90.0 | -69.7 | -48.4 | 357.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/17/2004
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