Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MLPIX (MID-CAP VALUE PROFUND MID-CAP VALUE PROFUND INVESTOR CLASS) | -2.17% | 2.33% | 6.23% | 12.18% | 7.17% | 8.87% | 6.40% | 7.97% |
Data as of 08/01/2025, AR inception is 09/27/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLPIX (MID-CAP VALUE PROFUND MID-CAP VALUE PROFUND INVESTOR CLASS) | 09/27/2001 | 08/01/2025 |
| 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 (%) | -4.16 | 2.33 | 6.23 | 12.18 | 7.17 | 8.87 | 6.40 | 7.97 | -2.17 | 9.75 | 13.32 | -8.61 | 27.06 | 1.85 | 24.02 | -13.09 | 10.46 | 24.16 | -8.20 | 9.71 | 31.77 | 16.03 | -4.27 | 20.49 | 30.23 | -37.16 | 1.24 | 12.63 | 6.71 | 16.83 | 34.76 | -14.79 | 15.62 |
| Sharpe Ratio | NA | 0.19 | 0.28 | 0.54 | 0.29 | NA | NA | 0.30 | 0.03 | 0.20 | 0.48 | -0.42 | 1.39 | 0.04 | 1.47 | -0.92 | 0.96 | 1.43 | -0.53 | 0.80 | 2.49 | 1.03 | -0.15 | 0.96 | 0.87 | -0.85 | -0.10 | 0.71 | 0.34 | 1.20 | 2.09 | -0.64 | 4.07 |
| Standard Deviation(%) | NA | 21.08 | 19.73 | 20.52 | 21.70 | NA | NA | 22.12 | 23.69 | 15.99 | 19.05 | 23.75 | 19.45 | 42.59 | 15.40 | 15.68 | 10.32 | 16.73 | 15.65 | 12.13 | 12.77 | 15.68 | 28.94 | 21.34 | 34.72 | 44.86 | 16.79 | 13.20 | 13.51 | 13.20 | 16.28 | 24.87 | 18.23 |
| Draw Down(%) | NA | 23.17 | 23.17 | 23.17 | 45.96 | NA | NA | 60.12 | 20.67 | 8.73 | 19.62 | 20.09 | 9.47 | 45.96 | 10.31 | 23.09 | 6.15 | 11.30 | 15.18 | 10.81 | 6.53 | 12.12 | 28.07 | 18.62 | 30.93 | 52.56 | 15.01 | 11.75 | 8.39 | 9.77 | 15.48 | 33.93 | 3.86 |
| Yield(%) | 0.00 | 0.10 | 0.04 | 0.09 | 1.80 | 2.61 | 2.12 | 3.16 | 0.00 | 0.10 | 0.00 | 0.00 | 0.00 | 0.23 | 0.50 | 3.25 | 10.81 | 0.70 | 0.00 | 5.09 | 0.00 | 0.13 | 0.00 | 0.00 | 1.45 | 0.00 | 3.15 | 0.93 | 1.77 | 0.00 | 0.01 | 0.00 | 3.50 |
Data as of 08/01/2025, AR inception is 09/27/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLPIX (MID-CAP VALUE PROFUND MID-CAP VALUE PROFUND INVESTOR CLASS) |
-18.25%
Feb 2006 - Feb 2009 |
-7.23%
Feb 2004 - Feb 2009 |
3.95%
Jan 2006 - Jan 2016 |
3.67%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLPIX (MID-CAP VALUE PROFUND MID-CAP VALUE PROFUND INVESTOR CLASS) |
27.05%
Feb 2009 - Feb 2012 |
23.84%
Feb 2009 - Feb 2014 |
14.71%
Feb 2009 - Feb 2019 |
12.16%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart