Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SRPIX (SHORT REAL ESTATE PROFUND SHORT REAL ESTATE PROFUND INVESTOR CLASS) | -2.74% | -2.45% | -1.23% | -6.72% | -8.05% | -11.08% | NA | -13.37% |
Data as of 07/18/2025, AR inception is 09/19/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRPIX (SHORT REAL ESTATE PROFUND SHORT REAL ESTATE PROFUND INVESTOR CLASS) | 09/19/2005 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.64 | -2.45 | -1.23 | -6.72 | -8.05 | -11.08 | NA | -13.37 | -2.74 | -4.51 | -6.96 | 27.91 | -30.97 | -12.77 | -21.88 | 3.60 | -10.07 | -10.75 | -6.55 | -23.66 | -6.09 | -19.25 | -15.11 | -28.06 | -51.83 | -5.22 | 23.83 | -21.93 | -1.61 |
| Sharpe Ratio | NA | -0.39 | -0.20 | -0.44 | -0.47 | NA | NA | -0.46 | -0.36 | -0.64 | -0.57 | 1.08 | -2.13 | -0.32 | -1.97 | 0.15 | -1.16 | -0.69 | -0.41 | -0.77 | -0.40 | -1.50 | -0.52 | -1.03 | -0.78 | -0.08 | 0.80 | -1.71 | -0.49 |
| Standard Deviation(%) | NA | 17.96 | 19.89 | 19.41 | 20.46 | NA | NA | 30.74 | 19.93 | 17.33 | 19.99 | 24.75 | 14.55 | 40.41 | 11.81 | 15.44 | 9.23 | 15.99 | 16.12 | 30.68 | 15.46 | 12.96 | 29.09 | 27.40 | 66.68 | 77.67 | 26.01 | 14.81 | 16.48 |
| Draw Down(%) | NA | 12.36 | 27.54 | 39.98 | 65.55 | NA | NA | 96.73 | 12.36 | 19.85 | 20.90 | 15.94 | 33.55 | 41.07 | 24.34 | 15.95 | 11.73 | 25.52 | 13.05 | 34.04 | 16.13 | 20.75 | 21.80 | 33.73 | 68.63 | 47.52 | 17.21 | 24.08 | 10.82 |
| Yield(%) | 0.00 | 5.20 | 2.70 | 1.19 | 0.36 | 0.48 | 0.75 | 0.79 | 0.00 | 5.26 | 2.98 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.69 | 0.10 | 7.14 | 4.09 | 3.07 | 0.00 |
Data as of 07/18/2025, AR inception is 09/19/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRPIX (SHORT REAL ESTATE PROFUND SHORT REAL ESTATE PROFUND INVESTOR CLASS) |
-40.90%
Feb 2009 - Feb 2012 |
-31.29%
Feb 2009 - Feb 2014 |
-21.55%
Feb 2009 - Feb 2019 |
-17.35%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRPIX (SHORT REAL ESTATE PROFUND SHORT REAL ESTATE PROFUND INVESTOR CLASS) |
9.89%
Feb 2006 - Feb 2009 |
-5.30%
Mar 2015 - Mar 2020 |
-7.54%
Jan 2015 - Jan 2025 |
-10.79%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison Chart