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BLPIX: Bull Profund Investor Clas (MUTUAL FUND)
Basic Info 88.37 2.39(2.63%) June 05
| Asset Class: | Trading-Leveraged Equity |
| MyPlanIQ Rating: | (72%) |
| Start Date: | 11/28/1997 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 1.79% |
| Expenses | 1.50% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/28/1997 |
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 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.6 | 7.6 | 23.6 | 19.2 | 9.0 | 24.3 | 19.4 | 14.5 | 10.6 | 15.0 | 22.7 | 24.1 | -20.6 | 15.5 | 9.9 | 286.9 | -6.1 | 19.5 | 9.7 | -0.3 | 11.6 | 29.7 | 13.8 | -0.1 | 12.6 | 24.0 | -38.1 | 4.5 | 14.0 | 3.0 | 9.0 | 26.2 | -26.1 | -14.3 | -12.5 | 17.1 | 25.6 | -0.5 |
| Sharpe Ratio | NA | 1.16 | 1.72 | 1.07 | 0.37 | 0.58 | NA | NA | 0.32 | 0.65 | 1.5 | 1.58 | -0.91 | 1.05 | 0.29 | 2.58 | -0.44 | 2.84 | 0.72 | -0.02 | 1.0 | 2.67 | 1.09 | -0.01 | 0.69 | 0.88 | -0.95 | 0.08 | 1.05 | 0.07 | 0.73 | 1.49 | -1.04 | -0.79 | -0.76 | 0.73 | 0.96 | -0.59 |
| Draw Down(%) | NA | 9.2 | 9.2 | 19.0 | 28.4 | 33.9 | NA | NA | 58.0 | 19.0 | 8.6 | 10.3 | 25.7 | 11.4 | 33.9 | 6.8 | 19.8 | 2.8 | 10.5 | 12.2 | 7.4 | 5.8 | 9.9 | 19.4 | 15.9 | 27.5 | 48.5 | 10.0 | 7.7 | 7.2 | 8.2 | 14.1 | 35.2 | 30.8 | 18.9 | 13.2 | 19.5 | 5.8 |
| Standard Deviation(%) | NA | 13.9 | 12.2 | 14.9 | 17.2 | 39.2 | NA | NA | 28.3 | 18.6 | 12.7 | 13.1 | 24.2 | 14.8 | 33.5 | 110.5 | 17.1 | 6.7 | 13.1 | 15.5 | 11.5 | 11.1 | 12.7 | 23.5 | 18.1 | 27.1 | 40.9 | 16.0 | 10.1 | 10.2 | 11.1 | 17.1 | 26.1 | 21.5 | 22.1 | 18.7 | 23.1 | 15.9 |
| Treynor Ratio | NA | 0.16 | 0.21 | 0.16 | 0.06 | 0.26 | NA | NA | 0.1 | 0.12 | 0.19 | 0.21 | -0.22 | 0.16 | 0.12 | -4.13 | -0.08 | 0.19 | 0.1 | 0.0 | 0.11 | 0.3 | 0.14 | 0.0 | 0.13 | 0.24 | -0.39 | 0.01 | 0.11 | 0.01 | 0.08 | 0.25 | -0.3 | -0.17 | -0.18 | 0.14 | 0.22 | -0.11 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | 0.07 | NA | NA | 0.02 | -0.01 | -0.01 | -0.01 | -0.01 | -0.04 | -0.02 | 0.97 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | -0.03 | -0.01 | -0.02 | -0.01 | -0.01 | -0.09 |
| Beta | NA | 1.0 | 0.99 | 1.0 | 0.99 | 0.85 | NA | NA | 0.94 | 0.99 | 1.0 | 1.0 | 0.99 | 0.98 | 0.82 | -0.69 | 1.0 | 1.0 | 0.96 | 1.0 | 1.01 | 1.0 | 0.98 | 1.0 | 1.0 | 0.99 | 1.0 | 0.99 | 1.01 | 0.99 | 0.99 | 1.0 | 0.91 | 1.0 | 0.91 | 1.01 | 1.03 | 0.85 |
| RSquared | NA | 1.0 | 0.98 | 1.0 | 0.96 | 0.06 | NA | NA | 0.19 | 0.99 | 1.0 | 1.0 | 0.98 | 0.77 | 0.73 | 0.0 | 1.0 | 1.0 | 0.93 | 1.0 | 0.99 | 1.0 | 0.96 | 0.99 | 1.0 | 0.99 | 1.0 | 0.98 | 0.99 | 0.99 | 0.99 | 1.0 | 0.82 | 0.99 | 0.84 | 0.96 | 0.83 | 0.76 |
| Yield(%) | N/A | 0.0 | 1.8 | 1.7 | 0.9 | 1.2 | 1.3 | 1.1 | N/A | 1.8 | 2.3 | 0.0 | 0.0 | 0.0 | 0.3 | 2.1 | 0.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 1.1 | 0.6 | 0.3 | 0.2 | 0.0 | 0.0 | 0.0 | 1.4 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -7.4 | 1631.2 | 128.5 | 958.9 | N/A | N/A | N/A | -7.4 | 6905.0 | N/A | N/A | -100.0 | -80.3 | 235.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | -91.4 | 102.0 | 85.5 | 82.4 | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/28/1997
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