Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SHPIX (SHORT SMALL-CAP PROFUND SHORT SMALL-CAP PROFUND INVESTOR CLASS) | 1.15% | -7.36% | -10.17% | -13.14% | 11.69% | -0.40% | -2.05% | -3.47% |
Data as of 07/01/2025, AR inception is 05/13/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHPIX (SHORT SMALL-CAP PROFUND SHORT SMALL-CAP PROFUND INVESTOR CLASS) | 05/13/2002 | 07/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.61 | -7.36 | -10.17 | -13.14 | 11.69 | -0.40 | -2.05 | -3.47 | 1.15 | -8.36 | -18.11 | 16.39 | -19.78 | 583.99 | -20.89 | 9.96 | -14.49 | -21.84 | -0.57 | -9.27 | -31.57 | -18.93 | -9.29 | -28.33 | -32.99 | 23.64 | 5.22 | -11.67 | -5.83 | -16.92 | -34.86 | 22.72 |
| Sharpe Ratio | NA | -0.37 | -0.54 | -0.66 | 0.14 | NA | NA | -0.08 | 0.06 | -0.72 | -1.04 | 0.54 | -0.90 | 2.47 | -1.39 | 0.48 | -1.26 | -1.19 | -0.04 | -0.57 | -2.15 | -1.13 | -0.28 | -1.12 | -0.93 | 0.47 | 0.11 | -0.85 | -0.49 | -0.99 | -1.87 | 1.27 |
| Standard Deviation(%) | NA | 24.98 | 23.20 | 23.61 | 76.82 | NA | NA | 53.96 | 27.20 | 20.72 | 21.63 | 28.10 | 22.08 | 234.46 | 16.01 | 18.04 | 12.02 | 18.53 | 16.63 | 16.25 | 14.70 | 16.98 | 33.03 | 25.31 | 35.67 | 47.63 | 20.32 | 17.56 | 16.31 | 18.03 | 19.01 | 28.88 |
| Draw Down(%) | NA | 19.23 | 37.57 | 56.99 | 71.69 | NA | NA | 93.91 | 19.23 | 20.97 | 26.74 | 19.18 | 26.52 | 56.47 | 22.30 | 17.11 | 15.78 | 34.88 | 13.00 | 15.38 | 31.57 | 19.05 | 22.57 | 32.87 | 52.25 | 27.12 | 11.02 | 14.51 | 17.40 | 21.17 | 41.57 | 21.46 |
| Yield(%) | 0.00 | 0.38 | 2.14 | 0.87 | 2.70 | 2.81 | 1.81 | 1.06 | 0.00 | 0.38 | 6.41 | 0.00 | 0.00 | 0.00 | 0.67 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.76 | 5.24 | 5.27 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/01/2025, AR inception is 05/13/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHPIX (SHORT SMALL-CAP PROFUND SHORT SMALL-CAP PROFUND INVESTOR CLASS) |
-31.64%
Feb 2009 - Feb 2012 |
-28.15%
Feb 2009 - Feb 2014 |
-19.74%
Feb 2009 - Feb 2019 |
-15.41%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHPIX (SHORT SMALL-CAP PROFUND SHORT SMALL-CAP PROFUND INVESTOR CLASS) |
115.33%
Mar 2017 - Mar 2020 |
51.36%
Mar 2015 - Mar 2020 |
12.99%
Oct 2013 - Oct 2023 |
3.53%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison Chart