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Performance Comparison
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Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
LVPIX (LARGE-CAP VALUE PROFUND LARGE-CAP VALUE PROFUND INVESTOR CLASS) 4.33% 8.82% 13.18% 13.24% 8.57% 10.00% 6.48% 7.70%
Data as of 07/10/2025, AR inception is 10/15/2002
More Performance Analytics Comparison
Name Start Date End Date
LVPIX (LARGE-CAP VALUE PROFUND LARGE-CAP VALUE PROFUND INVESTOR CLASS) 10/15/2002 07/10/2025
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
Annualized Return (%) 0.08 8.82 13.18 13.24 8.57 10.00 6.48 7.70 4.33 7.60 19.78 -6.86 22.81 -0.60 29.32 -10.35 13.25 15.28 -4.72 10.23 29.63 15.43 -2.28 12.66 18.72 -40.66 0.00 18.83 3.61 12.94 26.93 0.65
Sharpe Ratio NA 0.40 0.64 0.73 0.42 NA NA 0.33 0.28 0.10 1.16 -0.43 1.73 -0.03 2.22 -0.77 1.75 1.10 -0.31 0.94 2.62 1.13 -0.09 0.68 0.60 -0.94 -0.17 1.49 0.14 1.05 1.48 0.09
Standard Deviation(%) NA 16.30 14.99 15.32 17.05 NA NA 19.21 20.21 10.37 13.47 19.34 13.21 32.74 12.60 15.22 7.24 13.68 15.57 10.86 11.30 13.69 24.91 18.62 30.87 44.17 17.22 10.47 10.68 11.44 17.71 24.00
Draw Down(%) NA 18.06 18.06 18.75 37.21 NA NA 62.58 15.26 8.93 11.33 18.75 5.93 37.21 7.81 20.34 4.77 9.76 13.99 7.43 5.34 11.69 22.57 16.41 32.78 51.42 12.68 8.01 7.74 7.97 16.17 7.25
Yield(%) 0.00 2.23 1.05 1.00 1.25 2.47 2.12 2.81 0.00 2.34 0.00 0.16 0.83 0.00 0.00 3.37 1.08 0.25 1.18 3.65 7.07 1.25 0.00 0.00 1.03 1.04 10.55 0.50 0.49 0.11 0.00 0.00
Data as of 07/10/2025, AR inception is 10/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LVPIX (LARGE-CAP VALUE PROFUND LARGE-CAP VALUE PROFUND INVESTOR CLASS) -19.68%
Feb 2006 - Feb 2009
-9.49%
Feb 2004 - Feb 2009
2.81%
May 2007 - May 2017
3.76%
Mar 2005 - Mar 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LVPIX (LARGE-CAP VALUE PROFUND LARGE-CAP VALUE PROFUND INVESTOR CLASS) 23.12%
Feb 2009 - Feb 2012
20.55%
Feb 2009 - Feb 2014
13.32%
Feb 2009 - Feb 2019
12.32%
Feb 2009 - Feb 2024
Annualized Rolling Returns Comparison Chart