Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UOPIX (Ultra Nasdaq-100 Profunds Investor Clas) | 40.12% | 82.41% | 48.68% | 19.83% | 30.81% | 29.80% | 23.12% | … | … |
Data as of 06/04/2026, Common starting date is 03/10/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UOPIX (Ultra Nasdaq-100 Profunds Investor Clas) | 03/10/1998 | 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 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.17 | 82.41 | 48.68 | 19.83 | 30.81 | 29.80 | 23.12 | … | … | 40.12 | 30.26 | 41.75 | 115.97 | -62.74 | 31.92 | 69.59 | 80.53 | -9.41 | 68.58 | 9.15 | 13.72 | 36.27 | 79.94 | 33.78 | -0.45 | 35.98 | 118.18 | -72.64 | 28.09 | 5.32 | -3.32 | 15.75 | 102.41 | -71.12 | -67.26 | -73.69 | 233.23 | 114.31 |
| Sharpe Ratio | NA | 2.64 | 1.19 | 0.39 | 0.65 | NA | NA | … | … | 3.41 | 0.59 | 1.04 | 3.16 | -0.99 | 0.84 | 0.99 | 2.44 | -0.24 | 3.32 | 0.27 | 0.38 | 1.29 | 3.24 | 1.10 | -0.01 | 0.92 | 2.24 | -0.87 | 0.67 | 0.06 | -0.20 | 0.41 | 2.00 | -0.85 | -0.63 | -0.68 | 3.47 | 2.17 |
| Standard Deviation(%) | NA | 32.14 | 39.25 | 45.25 | 44.63 | NA | NA | … | … | 36.12 | 46.60 | 36.50 | 35.96 | 65.11 | 38.16 | 69.71 | 32.37 | 45.92 | 20.57 | 32.67 | 35.69 | 28.09 | 24.66 | 31.03 | 48.18 | 39.22 | 52.76 | 84.07 | 37.54 | 31.52 | 27.70 | 36.24 | 50.83 | 84.89 | 111.32 | 114.73 | 66.31 | 69.59 |
| Draw Down(%) | NA | 24.97 | 42.52 | 67.88 | 67.88 | NA | NA | … | … | 23.25 | 41.96 | 26.25 | 22.68 | 65.19 | 21.96 | 51.74 | 21.31 | 42.77 | 9.95 | 26.83 | 26.59 | 16.17 | 11.86 | 22.45 | 30.77 | 30.60 | 34.77 | 79.25 | 22.02 | 34.70 | 26.27 | 31.86 | 25.09 | 81.02 | 86.80 | 83.85 | 23.90 | 44.67 |
| Yield(%) | 0.00 | 19.99 | 12.20 | 5.50 | 3.39 | 7.69 | 7.39 | … | … | 0.00 | 20.08 | 0.60 | 0.00 | 0.00 | 0.00 | 0.00 | 9.76 | 1.88 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.42 | 1.89 | 0.03 |
Data as of 06/04/2026, Common starting date is 03/10/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UOPIX (Ultra Nasdaq-100 Profunds Investor Clas) |
-72.91%
Mar 2000 – Mar 2003 |
-48.31%
Mar 2000 – Mar 2005 |
-28.61%
Feb 2000 – Feb 2010 |
-11.45%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UOPIX (Ultra Nasdaq-100 Profunds Investor Clas) |
67.70%
Feb 2009 – Feb 2012 |
55.37%
Feb 2009 – Feb 2014 |
40.31%
Aug 2010 – Aug 2020 |
34.10%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart