Performance Comparison
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