Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UDPIX (ULTRADOW 30 PROFUND ULTRADOW 30 PROFUND INVESTOR CLASS) | 9.76% | 37.99% | 25.06% | 10.27% | 31.25% | 26.41% | 18.80% | … | … |
Data as of 06/05/2026, Common starting date is 05/31/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UDPIX (ULTRADOW 30 PROFUND ULTRADOW 30 PROFUND INVESTOR CLASS) | 05/31/2002 | 06/05/2026 |
| 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 (%) | -0.62 | 37.99 | 25.06 | 10.27 | 31.25 | 26.41 | 18.80 | … | … | 9.76 | 19.96 | 20.82 | 23.94 | -19.89 | 32.17 | -1.19 | 342.41 | -13.81 | 57.64 | 29.90 | -4.41 | 16.02 | 61.58 | 17.11 | 9.06 | 22.29 | 37.09 | -62.12 | 8.16 | 29.52 | -0.54 | 5.57 | 50.94 | -30.90 |
| Sharpe Ratio | NA | 1.44 | 0.81 | 0.26 | 0.60 | NA | NA | … | … | 0.77 | 0.52 | 0.76 | 0.90 | -0.54 | 1.27 | -0.02 | 2.99 | -0.42 | 4.38 | 1.18 | -0.14 | 0.74 | 3.04 | 0.73 | 0.21 | 0.68 | 0.77 | -0.85 | 0.17 | 1.34 | -0.13 | 0.21 | 1.53 | -0.81 |
| Standard Deviation(%) | NA | 24.55 | 26.84 | 29.68 | 49.69 | NA | NA | … | … | 28.34 | 33.08 | 22.74 | 22.77 | 39.66 | 25.27 | 72.52 | 113.94 | 36.09 | 13.09 | 25.19 | 30.93 | 21.78 | 20.27 | 23.62 | 42.69 | 32.54 | 48.21 | 74.47 | 29.19 | 19.63 | 20.77 | 21.63 | 32.89 | 58.72 |
| Draw Down(%) | NA | 19.37 | 31.89 | 42.88 | 63.40 | NA | NA | … | … | 19.37 | 30.72 | 12.18 | 18.04 | 40.44 | 13.45 | 63.40 | 13.52 | 34.72 | 6.80 | 19.42 | 26.67 | 14.28 | 11.23 | 16.61 | 31.92 | 25.89 | 48.10 | 70.87 | 19.58 | 15.96 | 16.72 | 18.23 | 28.26 | 47.21 |
| Yield(%) | 0.00 | 4.72 | 3.66 | 1.83 | 3.66 | 5.42 | 3.81 | … | … | 0.00 | 4.54 | 2.75 | 1.17 | 0.00 | 0.00 | 0.00 | 2.83 | 0.79 | 2.77 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.42 | 0.76 | 0.84 | 3.58 | 0.10 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 05/31/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UDPIX (ULTRADOW 30 PROFUND ULTRADOW 30 PROFUND INVESTOR CLASS) |
-31.20%
Feb 2006 – Feb 2009 |
-18.99%
Feb 2004 – Feb 2009 |
2.84%
Jun 2002 – Jun 2012 |
9.25%
Jun 2002 – Jun 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UDPIX (ULTRADOW 30 PROFUND ULTRADOW 30 PROFUND INVESTOR CLASS) |
87.34%
Apr 2016 – Apr 2019 |
57.45%
Oct 2016 – Oct 2021 |
42.32%
Mar 2009 – Mar 2019 |
31.97%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart