Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ULPIX (Ultrabull Profund Investor Share) | 6.48% | 14.53% | 23.09% | 17.80% | 15.83% | 20.24% | 11.47% | 8.21% |
Data as of 07/07/2025, AR inception is 09/11/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ULPIX (Ultrabull Profund Investor Share) | 09/11/1998 | 07/07/2025 |
| 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 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.72 | 14.53 | 23.09 | 17.80 | 15.83 | 20.24 | 11.47 | 8.21 | 6.48 | 38.99 | 45.59 | -44.92 | 49.25 | 5.91 | 62.17 | -15.02 | 42.77 | 20.27 | -2.12 | 24.23 | 68.23 | 28.30 | -4.43 | 23.54 | 43.11 | -67.29 | 0.81 | 23.78 | 2.84 | 17.75 | 55.09 | -46.45 | -32.12 | -26.50 | 32.18 | 42.85 |
| Sharpe Ratio | NA | 0.36 | 0.63 | 0.45 | 0.40 | NA | NA | 0.17 | 0.29 | 1.21 | 1.60 | -0.93 | 1.81 | 0.08 | 2.45 | -0.48 | 3.17 | 0.76 | -0.07 | 1.05 | 3.07 | 1.12 | -0.09 | 0.64 | 0.79 | -0.83 | -0.07 | 1.03 | 0.03 | 0.66 | 1.58 | -0.90 | -0.79 | -0.69 | 0.79 | 4.96 |
| Standard Deviation(%) | NA | 40.37 | 35.11 | 35.99 | 37.01 | NA | NA | 39.23 | 48.20 | 26.70 | 26.11 | 49.73 | 27.18 | 67.89 | 24.76 | 34.43 | 13.37 | 26.28 | 31.04 | 23.02 | 22.19 | 25.44 | 47.28 | 36.36 | 54.34 | 81.76 | 32.21 | 20.10 | 20.59 | 25.64 | 34.48 | 52.80 | 44.14 | 44.36 | 36.64 | 44.03 |
| Draw Down(%) | NA | 35.39 | 35.39 | 47.16 | 59.41 | NA | NA | 89.41 | 35.39 | 16.76 | 20.65 | 47.16 | 15.93 | 59.41 | 13.34 | 36.56 | 5.53 | 20.15 | 23.27 | 14.38 | 11.32 | 18.94 | 36.94 | 30.31 | 49.07 | 76.60 | 20.19 | 15.37 | 14.19 | 16.08 | 26.75 | 59.33 | 54.15 | 36.25 | 25.10 | 19.74 |
| Yield(%) | 0.00 | 2.54 | 1.74 | 1.39 | 0.50 | 1.21 | 0.66 | 3.14 | 0.00 | 4.27 | 0.03 | 0.00 | 0.00 | 0.51 | 0.68 | 0.16 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.24 | 2.10 | 0.08 | 0.26 | 0.31 | 0.00 | 0.00 | 0.00 | 2.31 | 3.97 | 1.07 |
Data as of 07/07/2025, AR inception is 09/11/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ULPIX (Ultrabull Profund Investor Share) |
-37.72%
Mar 2000 - Mar 2003 |
-21.34%
Feb 2004 - Feb 2009 |
-15.96%
Feb 1999 - Feb 2009 |
-0.98%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ULPIX (Ultrabull Profund Investor Share) |
45.51%
Feb 2009 - Feb 2012 |
41.64%
Feb 2009 - Feb 2014 |
28.52%
Feb 2009 - Feb 2019 |
23.32%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart