Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BLPIX (Bull Profund Investor Clas) | 4.94% | 11.70% | 16.30% | 10.59% | 22.37% | 19.98% | 13.82% | 10.49% |
Data as of 07/02/2025, AR inception is 11/28/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLPIX (Bull Profund Investor Clas) | 11/28/1997 | 07/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 2.20 | 11.70 | 16.30 | 10.59 | 22.37 | 19.98 | 13.82 | 10.49 | 4.94 | 21.21 | 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 | 0.37 | 0.69 | 0.52 | 0.53 | NA | NA | 0.31 | 0.22 | 1.15 | 1.53 | -0.91 | 1.05 | 0.29 | 2.58 | -0.43 | 2.84 | 0.72 | -0.02 | 1.00 | 2.67 | 1.09 | -0.01 | 0.69 | 0.88 | -0.95 | 0.09 | 1.07 | 0.08 | 0.73 | 1.49 | -1.04 | -0.78 | -0.75 | 0.74 | 0.97 | -0.58 |
| Standard Deviation(%) | NA | 19.77 | 17.25 | 17.89 | 39.33 | NA | NA | 28.67 | 24.36 | 12.74 | 13.09 | 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 | 18.98 | 18.98 | 28.41 | 33.93 | NA | NA | 57.99 | 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 | 1.46 | 0.69 | 0.50 | 0.70 | 0.95 | 0.73 | 0.67 | 0.00 | 1.67 | 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 07/02/2025, AR inception 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