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UXPSX: ULTRASHORT INTERNATIONAL PROFUND ULTRASHORT INTERNATIONAL PROFUND SERVICE CLASS (MUTUAL FUND)
Basic Info 15.13 0.17(1.14%) May 23
Asset Class: | Bear Market |
MyPlanIQ Rating: | (13%) |
Start Date: | 04/20/2006 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 2.34% |
Expenses | 2.78% |
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Performance Analytics (As of 05/17/2024)
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(%) | 2.8 | -8.3 | -17.1 | -9.0 | 4.0 | -3.7 | -14.8 | -13.9 | -26.6 | 18.3 | -26.2 | 151.4 | -33.5 | 28.4 | -37.9 | -14.5 | -10.1 | 4.1 | -38.5 | -37.8 | -5.4 | -32.6 | -56.0 | 44.9 | -16.8 | -19.3 |
Sharpe Ratio | NA | -1.38 | -0.87 | -0.38 | 0.02 | -0.09 | NA | -0.27 | -1.12 | 0.36 | -0.97 | 0.99 | -1.54 | 0.93 | -2.36 | -0.4 | -0.29 | 0.16 | -1.38 | -1.06 | -0.09 | -0.63 | -0.88 | 0.41 | -0.49 | -0.93 |
Draw Down(%) | NA | 17.3 | 33.7 | 54.1 | 65.4 | 77.0 | NA | 98.5 | 26.7 | 35.5 | 28.4 | 65.4 | 35.6 | 12.9 | 37.9 | 35.4 | 29.6 | 25.1 | 38.5 | 42.0 | 33.7 | 47.6 | 76.2 | 49.4 | 30.9 | 35.2 |
Standard Deviation(%) | NA | 22.4 | 25.3 | 34.2 | 73.9 | 56.1 | NA | 56.7 | 27.6 | 46.7 | 27.0 | 152.0 | 22.7 | 29.1 | 16.4 | 36.9 | 34.6 | 25.2 | 27.9 | 36.0 | 62.8 | 51.9 | 63.7 | 106.0 | 40.7 | 32.0 |
Treynor Ratio | NA | 0.21 | 0.13 | 0.08 | -0.01 | 0.03 | NA | 0.08 | 0.2 | -0.11 | 0.17 | -0.85 | 0.23 | -0.19 | 0.25 | 0.06 | 0.05 | -0.02 | 0.18 | 0.16 | 0.02 | 0.13 | 0.27 | -0.19 | 0.09 | 0.13 |
Alpha | NA | 0.01 | 0.07 | 0.01 | 0.26 | 0.15 | NA | 0.1 | 0.0 | -0.01 | 0.04 | 1.25 | 0.0 | 0.08 | -0.07 | 0.08 | -0.01 | 0.12 | 0.07 | -0.01 | 0.09 | 0.07 | 0.0 | 0.01 | -0.02 | -0.03 |
Beta | NA | -1.48 | -1.7 | -1.53 | -1.64 | -1.68 | NA | -2.0 | -1.57 | -1.51 | -1.54 | -1.76 | -1.52 | -1.45 | -1.53 | -2.33 | -1.92 | -1.77 | -2.13 | -2.37 | -2.38 | -2.47 | -2.1 | -2.25 | -2.27 | -2.38 |
RSquared | NA | 0.61 | 0.64 | 0.64 | 0.07 | 0.09 | NA | 0.23 | 0.6 | 0.66 | 0.63 | 0.04 | 0.72 | 0.71 | 0.43 | 0.71 | 0.72 | 0.68 | 0.75 | 0.75 | 0.84 | 0.8 | 0.86 | 0.83 | 0.79 | 0.68 |
Yield(%) | N/A | 0.0 | 2.3 | 0.7 | 0.7 | 0.2 | 0.1 | N/A | 1.9 | 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 | 0.3 | 3.2 | 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 | N/A | -100.0 | -92.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/20/2006
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