Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SGPIX (SMALL-CAP GROWTH PROFUND SMALL-CAP GROWTH PROFUND INVESTOR CLASS) | 0.04% | 2.07% | 7.97% | 9.65% | 6.74% | 10.07% | 7.29% | 8.67% |
Data as of 07/11/2025, AR inception is 09/27/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGPIX (SMALL-CAP GROWTH PROFUND SMALL-CAP GROWTH PROFUND INVESTOR CLASS) | 09/27/2001 | 07/11/2025 |
| 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 (%) | 1.38 | 2.07 | 7.97 | 9.65 | 6.74 | 10.07 | 7.29 | 8.67 | 0.04 | 5.89 | 14.43 | -25.57 | 11.02 | 17.43 | 18.95 | -5.76 | 12.73 | 19.83 | 0.90 | 2.02 | 40.13 | 12.48 | 1.69 | 25.59 | 26.09 | -34.28 | 4.41 | 8.88 | 7.41 | 20.13 | 34.64 | -20.53 | 21.89 |
| Sharpe Ratio | NA | 0.10 | 0.22 | 0.33 | 0.25 | NA | NA | 0.32 | -0.08 | -0.04 | 0.55 | -0.97 | 0.50 | 0.44 | 1.12 | -0.38 | 0.97 | 1.13 | 0.05 | 0.12 | 2.75 | 0.81 | 0.05 | 1.11 | 0.81 | -0.84 | 0.08 | 0.36 | 0.33 | 1.13 | 1.97 | -0.87 | 5.47 |
| Standard Deviation(%) | NA | 24.20 | 21.63 | 22.28 | 22.38 | NA | NA | 22.71 | 26.23 | 19.37 | 18.79 | 27.85 | 21.86 | 39.03 | 15.69 | 18.84 | 12.58 | 17.40 | 16.27 | 16.70 | 14.57 | 15.43 | 31.26 | 22.97 | 32.26 | 41.71 | 17.82 | 15.50 | 15.92 | 16.94 | 17.25 | 24.95 | 20.88 |
| Draw Down(%) | NA | 27.72 | 27.72 | 30.36 | 43.14 | NA | NA | 58.69 | 23.48 | 11.38 | 14.66 | 28.58 | 16.27 | 40.01 | 9.13 | 27.64 | 6.31 | 13.49 | 12.34 | 12.89 | 5.53 | 10.86 | 26.79 | 16.90 | 32.01 | 48.98 | 12.73 | 14.10 | 11.17 | 12.86 | 13.20 | 33.33 | 4.27 |
| Yield(%) | 0.00 | 1.57 | 2.16 | 4.02 | 2.98 | 4.99 | 3.76 | 5.30 | 0.00 | 1.69 | 0.92 | 2.81 | 9.28 | 0.00 | 0.00 | 3.86 | 0.00 | 0.00 | 2.55 | 7.15 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 6.66 | 0.00 | 0.00 | 0.00 | 0.23 | 7.46 | 1.36 |
Data as of 07/11/2025, 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 |
|---|---|---|---|---|
| SGPIX (SMALL-CAP GROWTH PROFUND SMALL-CAP GROWTH PROFUND INVESTOR CLASS) |
-17.73%
Feb 2006 - Feb 2009 |
-6.23%
Feb 2004 - Feb 2009 |
5.21%
Dec 2001 - Dec 2011 |
5.77%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGPIX (SMALL-CAP GROWTH PROFUND SMALL-CAP GROWTH PROFUND INVESTOR CLASS) |
30.10%
Feb 2009 - Feb 2012 |
26.30%
Feb 2009 - Feb 2014 |
16.99%
Feb 2009 - Feb 2019 |
13.22%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart