Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RRPIX (RISING RATES OPPORTUNITY PROFUND RISING RATES OPPORTUNITY PROFUND INVESTOR CLASS) | 2.50% | 1.60% | 8.40% | 11.47% | 1.94% | -4.31% | -5.67% | … | … |
Data as of 06/04/2026, Common starting date is 05/08/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RRPIX (RISING RATES OPPORTUNITY PROFUND RISING RATES OPPORTUNITY PROFUND INVESTOR CLASS) | 05/08/2002 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | -0.12 | 1.60 | 8.40 | 11.47 | 1.94 | -4.31 | -5.67 | … | … | 2.50 | 0.93 | 18.73 | 2.52 | 56.59 | 0.66 | -26.80 | -17.37 | 4.15 | -11.94 | -4.88 | -1.52 | -30.06 | 17.52 | -7.82 | -37.45 | -15.53 | 32.65 | -37.68 | -4.92 | 10.43 | -9.34 | -10.82 | -3.71 | -19.32 |
| Sharpe Ratio | NA | -0.15 | 0.27 | 0.43 | 0.00 | NA | NA | … | … | 0.34 | -0.14 | 0.87 | -0.05 | 2.04 | 0.03 | -0.88 | -1.11 | 0.22 | -0.95 | -0.28 | -0.07 | -2.13 | 1.00 | -0.41 | -1.41 | -0.74 | 1.21 | -1.53 | -0.56 | 0.62 | -0.88 | -0.89 | -0.26 | -1.80 |
| Standard Deviation(%) | NA | 11.79 | 16.92 | 20.21 | 19.89 | NA | NA | … | … | 11.61 | 14.52 | 17.28 | 22.20 | 27.16 | 19.93 | 30.47 | 16.94 | 12.67 | 13.36 | 17.87 | 21.40 | 14.09 | 17.45 | 19.47 | 26.63 | 21.25 | 26.97 | 25.11 | 14.41 | 11.28 | 13.20 | 13.32 | 16.85 | 16.24 |
| Draw Down(%) | NA | 8.73 | 20.95 | 20.95 | 52.24 | NA | NA | … | … | 5.53 | 10.38 | 15.81 | 20.95 | 19.61 | 23.44 | 34.67 | 27.20 | 10.41 | 15.07 | 23.71 | 13.03 | 30.89 | 10.91 | 24.29 | 43.29 | 28.04 | 18.75 | 42.02 | 18.79 | 12.57 | 13.50 | 17.24 | 18.42 | 20.92 |
| Yield(%) | 0.00 | 3.35 | 4.69 | 3.80 | 11.41 | 3.24 | 1.81 | … | … | 0.00 | 3.41 | 5.39 | 4.89 | 0.00 | 0.00 | 0.00 | 1.04 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.43 | 0.00 | 0.45 | 3.74 | 7.12 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/08/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRPIX (RISING RATES OPPORTUNITY PROFUND RISING RATES OPPORTUNITY PROFUND INVESTOR CLASS) |
-22.15%
Jul 2009 – Jul 2012 |
-18.92%
Jul 2007 – Jul 2012 |
-14.75%
Mar 2010 – Mar 2020 |
-11.50%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRPIX (RISING RATES OPPORTUNITY PROFUND RISING RATES OPPORTUNITY PROFUND INVESTOR CLASS) |
25.17%
Oct 2020 – Oct 2023 |
16.83%
Jul 2020 – Jul 2025 |
1.71%
May 2016 – May 2026 |
-3.80%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart