Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UEPIX (EUROPE 30 PROFUND EUROPE 30 PROFUND INVESTOR CLASS) | 25.00% | 43.26% | 23.86% | 13.05% | 10.24% | 6.74% | 4.99% | … | … |
Data as of 06/04/2026, Common starting date is 12/07/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UEPIX (EUROPE 30 PROFUND EUROPE 30 PROFUND INVESTOR CLASS) | 12/07/2000 | 06/04/2026 |
| 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 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.62 | 43.26 | 23.86 | 13.05 | 10.24 | 6.74 | 4.99 | … | … | 25.00 | 28.47 | 4.08 | 18.54 | -7.84 | 24.46 | -9.97 | 17.87 | -12.44 | 19.92 | 7.46 | -10.75 | -8.98 | 20.96 | 15.45 | -8.39 | 1.95 | 31.42 | -44.40 | 14.45 | 17.00 | 7.60 | 14.76 | 37.82 | -25.69 | -43.98 | 0.93 |
| Sharpe Ratio | NA | 2.71 | 1.31 | 0.61 | 0.44 | NA | NA | … | … | 3.54 | 1.54 | 0.04 | 1.11 | -0.39 | 1.57 | -0.29 | 1.35 | -0.84 | 2.06 | 0.34 | -0.58 | -0.66 | 1.49 | 0.84 | -0.26 | 0.08 | 0.94 | -0.99 | 0.60 | 0.94 | 0.48 | 0.93 | 1.90 | -0.91 | -1.33 | 0.33 |
| Standard Deviation(%) | NA | 14.13 | 14.74 | 16.95 | 18.79 | NA | NA | … | … | 17.16 | 16.65 | 12.24 | 13.59 | 24.00 | 15.52 | 34.82 | 12.19 | 16.56 | 9.39 | 21.21 | 18.72 | 13.54 | 14.02 | 18.56 | 31.88 | 23.39 | 33.38 | 45.85 | 18.76 | 14.51 | 11.05 | 14.82 | 19.54 | 29.33 | 35.25 | 38.25 |
| Draw Down(%) | NA | 6.74 | 15.79 | 26.62 | 40.48 | NA | NA | … | … | 6.74 | 15.79 | 7.57 | 7.40 | 26.62 | 8.09 | 38.71 | 9.63 | 21.57 | 3.54 | 12.05 | 18.75 | 16.79 | 10.18 | 18.69 | 30.16 | 22.43 | 30.13 | 55.95 | 13.90 | 13.25 | 7.32 | 10.46 | 17.85 | 35.52 | 54.14 | 9.36 |
| Yield(%) | 0.00 | 1.87 | 1.90 | 1.61 | 2.94 | 2.88 | 2.51 | … | … | 0.00 | 2.09 | 1.52 | 1.67 | 1.76 | 1.07 | 2.29 | 0.96 | 9.74 | 1.13 | 3.39 | 9.44 | 1.03 | 0.93 | 7.90 | 2.46 | 0.00 | 1.40 | 2.19 | 8.01 | 0.00 | 0.07 | 0.03 | 0.27 | 0.00 | 0.04 | 16.67 |
Data as of 06/04/2026, Common starting date is 12/07/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UEPIX (EUROPE 30 PROFUND EUROPE 30 PROFUND INVESTOR CLASS) |
-16.93%
Jan 2001 – Jan 2004 |
-8.33%
May 2007 – May 2012 |
-3.16%
Jan 2001 – Jan 2011 |
-2.48%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UEPIX (EUROPE 30 PROFUND EUROPE 30 PROFUND INVESTOR CLASS) |
25.42%
Mar 2003 – Mar 2006 |
20.65%
Sep 2002 – Sep 2007 |
10.11%
May 2016 – May 2026 |
7.30%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart