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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
UAPIX (ULTRASMALL-CAP PROFUND ULTRASMALL-CAP PROFUND INVESTOR CLASS) -4.13% -4.91% 9.62% 10.85% 4.12% 11.28% 4.98% 3.21%
Data as of 07/14/2025, AR inception is 03/20/2000
More Performance Analytics Comparison
Name Start Date End Date
UAPIX (ULTRASMALL-CAP PROFUND ULTRASMALL-CAP PROFUND INVESTOR CLASS) 03/20/2000 07/14/2025
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 2000
Annualized Return (%) 3.07 -4.91 9.62 10.85 4.12 11.28 4.98 3.21 -4.13 9.25 22.26 -43.78 23.06 13.86 46.99 -26.88 25.25 39.26 -13.24 4.97 86.13 28.67 -19.14 49.62 36.33 -65.71 -12.36 29.04 -0.39 31.99 99.07 -45.13 -14.97 -32.39
Sharpe Ratio NA -0.08 0.11 0.19 0.06 NA NA 0.04 -0.25 0.06 0.45 -0.80 0.52 0.16 1.42 -0.77 1.03 1.05 -0.40 0.15 2.92 0.85 -0.29 0.98 0.51 -0.71 -0.37 0.75 -0.08 0.86 2.61 -0.84 -0.37 -0.64
Standard Deviation(%) NA 49.20 45.06 46.40 47.18 NA NA 49.57 52.29 41.48 39.98 56.41 43.94 85.98 32.07 36.53 23.97 37.32 33.50 32.76 29.46 33.80 66.51 50.71 70.81 93.47 41.60 34.68 32.72 35.98 37.65 55.25 48.05 67.65
Draw Down(%) NA 49.86 49.86 61.82 72.14 NA NA 88.11 43.68 19.96 36.73 50.18 23.77 69.04 20.03 48.19 12.85 29.92 31.01 25.49 10.70 24.60 53.07 38.28 57.25 78.40 29.22 27.80 24.00 28.18 24.86 62.86 51.56 47.06
Yield(%) 0.00 1.04 0.78 0.59 0.39 0.87 0.50 0.33 0.00 1.18 0.89 0.00 0.00 0.00 0.18 0.10 0.89 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.03 0.08 3.09 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 07/14/2025, AR inception is 03/20/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UAPIX (ULTRASMALL-CAP PROFUND ULTRASMALL-CAP PROFUND INVESTOR CLASS) -41.69%
Feb 2006 - Feb 2009
-22.63%
Feb 2004 - Feb 2009
-8.17%
Aug 2000 - Aug 2010
1.55%
Mar 2005 - Mar 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UAPIX (ULTRASMALL-CAP PROFUND ULTRASMALL-CAP PROFUND INVESTOR CLASS) 55.21%
Mar 2003 - Mar 2006
46.86%
Feb 2009 - Feb 2014
26.45%
Feb 2009 - Feb 2019
17.34%
Feb 2009 - Feb 2024
Annualized Rolling Returns Comparison Chart