Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BMPIX (BASIC MATERIALS ULTRASECTOR PROFUND BASIC MATERIALS ULTRASECTOR PROFUND INVESTOR CLASS) | 9.37% | 2.48% | 9.77% | 14.63% | 7.76% | 9.34% | 6.53% | 6.34% |
Data as of 07/01/2025, AR inception is 12/28/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMPIX (BASIC MATERIALS ULTRASECTOR PROFUND BASIC MATERIALS ULTRASECTOR PROFUND INVESTOR CLASS) | 12/28/2001 | 07/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.10 | 2.48 | 9.77 | 14.63 | 7.76 | 9.34 | 6.53 | 6.34 | 9.37 | -5.33 | 15.30 | -16.22 | 38.93 | 17.96 | 25.13 | -26.81 | 34.96 | 27.54 | -20.96 | 1.92 | 27.92 | 11.47 | -26.38 | 43.67 | 95.07 | -70.90 | 43.19 | 19.89 | 1.50 | 14.57 | 47.49 | -21.66 | 0.00 |
| Sharpe Ratio | NA | -0.23 | 0.12 | 0.42 | 0.17 | NA | NA | 0.13 | 0.23 | -0.58 | 0.44 | -0.44 | 1.34 | 0.30 | 0.94 | -0.95 | 2.05 | 0.97 | -0.73 | 0.09 | 1.24 | 0.39 | -0.51 | 1.05 | 1.54 | -0.80 | 1.18 | 0.59 | -0.03 | 0.52 | 1.64 | -0.51 | NA |
| Standard Deviation(%) | NA | 29.62 | 29.00 | 30.92 | 33.08 | NA | NA | 38.80 | 36.16 | 20.46 | 25.54 | 40.43 | 28.99 | 59.72 | 25.22 | 29.74 | 16.84 | 28.11 | 28.82 | 21.85 | 22.48 | 29.86 | 51.31 | 41.70 | 61.48 | 89.64 | 34.13 | 28.50 | 25.12 | 26.32 | 28.60 | 44.24 | 0.00 |
| Draw Down(%) | NA | 34.53 | 34.53 | 38.50 | 61.41 | NA | NA | 84.22 | 26.44 | 20.82 | 20.00 | 38.50 | 18.81 | 54.22 | 17.67 | 38.69 | 6.75 | 20.94 | 38.31 | 17.87 | 14.00 | 24.49 | 48.61 | 29.54 | 42.91 | 83.58 | 24.50 | 26.21 | 23.92 | 19.30 | 26.00 | 46.12 | 0.00 |
| Yield(%) | 0.00 | 0.87 | 0.78 | 0.70 | 0.39 | 0.47 | 0.62 | 0.64 | 0.00 | 0.88 | 1.10 | 0.00 | 0.00 | 0.02 | 0.00 | 0.00 | 0.00 | 0.20 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.11 | 0.02 | 0.33 | 1.24 | 3.02 | 0.11 | 0.00 | 0.09 | 0.00 | 0.20 |
Data as of 07/01/2025, AR inception is 12/28/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMPIX (BASIC MATERIALS ULTRASECTOR PROFUND BASIC MATERIALS ULTRASECTOR PROFUND INVESTOR CLASS) |
-29.17%
Feb 2006 - Feb 2009 |
-15.39%
Feb 2004 - Feb 2009 |
-0.92%
Jan 2006 - Jan 2016 |
0.45%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMPIX (BASIC MATERIALS ULTRASECTOR PROFUND BASIC MATERIALS ULTRASECTOR PROFUND INVESTOR CLASS) |
47.70%
Feb 2009 - Feb 2012 |
32.09%
Feb 2009 - Feb 2014 |
16.40%
Feb 2009 - Feb 2019 |
15.02%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart