Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLPIX (Bull Profund Investor Clas) | 7.62% | 23.63% | 19.19% | 8.99% | 24.24% | 19.52% | 14.52% | … | … |
Data as of 06/05/2026, Common starting date is 11/28/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLPIX (Bull Profund Investor Clas) | 11/28/1997 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.57 | 23.63 | 19.19 | 8.99 | 24.24 | 19.52 | 14.52 | … | … | 7.62 | 15.01 | 22.66 | 24.13 | -20.60 | 15.49 | 9.94 | 286.92 | -6.09 | 19.51 | 9.69 | -0.32 | 11.55 | 29.68 | 13.79 | -0.11 | 12.64 | 23.97 | -38.13 | 4.46 | 14.03 | 2.98 | 9.03 | 26.17 | -26.09 | -14.28 | -12.47 | 17.10 | 25.63 | -0.50 |
| Sharpe Ratio | NA | 1.72 | 1.07 | 0.37 | 0.58 | NA | NA | … | … | 1.16 | 0.65 | 1.50 | 1.58 | -0.91 | 1.05 | 0.29 | 2.58 | -0.44 | 2.84 | 0.72 | -0.02 | 1.00 | 2.67 | 1.09 | -0.01 | 0.69 | 0.88 | -0.95 | 0.08 | 1.05 | 0.07 | 0.73 | 1.49 | -1.04 | -0.79 | -0.76 | 0.73 | 0.96 | -0.59 |
| Standard Deviation(%) | NA | 12.20 | 14.85 | 17.19 | 39.16 | NA | NA | … | … | 13.94 | 18.61 | 12.68 | 13.11 | 24.22 | 14.75 | 33.51 | 110.45 | 17.11 | 6.67 | 13.11 | 15.53 | 11.53 | 11.10 | 12.75 | 23.53 | 18.12 | 27.13 | 40.94 | 16.04 | 10.12 | 10.25 | 11.07 | 17.08 | 26.10 | 21.54 | 22.10 | 18.70 | 23.07 | 15.92 |
| Draw Down(%) | NA | 9.21 | 18.98 | 28.41 | 33.93 | NA | NA | … | … | 9.21 | 18.98 | 8.55 | 10.28 | 25.71 | 11.39 | 33.93 | 6.79 | 19.77 | 2.82 | 10.52 | 12.24 | 7.43 | 5.79 | 9.90 | 19.44 | 15.88 | 27.52 | 48.50 | 10.01 | 7.69 | 7.24 | 8.23 | 14.09 | 35.20 | 30.83 | 18.95 | 13.20 | 19.54 | 5.76 |
| Yield(%) | 0.00 | 1.79 | 1.67 | 0.91 | 1.22 | 1.34 | 1.12 | … | … | 0.00 | 1.79 | 2.34 | 0.04 | 0.00 | 0.00 | 0.32 | 2.08 | 0.58 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.09 | 1.09 | 0.60 | 0.34 | 0.20 | 0.00 | 0.00 | 0.00 | 1.36 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/28/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLPIX (Bull Profund Investor Clas) |
-19.19%
Mar 2000 – Mar 2003 |
-8.11%
Feb 2004 – Feb 2009 |
-5.76%
Feb 1999 – Feb 2009 |
1.61%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLPIX (Bull Profund Investor Clas) |
70.00%
Dec 2018 – Dec 2021 |
42.70%
Aug 2016 – Aug 2021 |
26.70%
Aug 2011 – Aug 2021 |
21.18%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart