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BLPSX: BULL PROFUND BULL PROFUND SERVICE CLASS (MUTUAL FUND)
Basic Info 65.83 1.79(2.65%) June 05
| Asset Class: | Trading-Leveraged Equity |
| MyPlanIQ Rating: | (33%) |
| Start Date: | 12/02/1997 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 1.92% |
| 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 12/02/1997 |
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 | 7.1 | 22.4 | 18.0 | 7.3 | 22.5 | 17.9 | 13.1 | 9.3 | 13.9 | 21.4 | 22.9 | -21.5 | 11.6 | 7.5 | 283.1 | -7.4 | 18.3 | 8.6 | -1.3 | 10.4 | 28.4 | 12.6 | -1.1 | 11.5 | 22.7 | -38.7 | 3.4 | 12.9 | 1.9 | 7.8 | 24.9 | -26.7 | -15.1 | -14.1 | 16.0 | 25.6 | -0.7 |
| Sharpe Ratio | NA | 1.07 | 1.62 | 0.99 | 0.28 | 0.53 | NA | NA | 0.28 | 0.59 | 1.4 | 1.49 | -0.95 | 0.74 | 0.21 | 2.55 | -0.52 | 2.66 | 0.64 | -0.09 | 0.9 | 2.55 | 1.0 | -0.05 | 0.63 | 0.83 | -0.97 | 0.01 | 0.94 | -0.03 | 0.62 | 1.42 | -1.07 | -0.83 | -0.83 | 0.67 | 0.97 | -0.75 |
| Draw Down(%) | NA | 9.4 | 9.4 | 19.1 | 30.9 | 34.0 | NA | NA | 61.9 | 19.1 | 8.6 | 10.5 | 26.2 | 13.0 | 34.0 | 6.9 | 20.3 | 2.9 | 10.6 | 12.5 | 7.5 | 5.9 | 10.0 | 19.8 | 16.0 | 27.6 | 49.0 | 10.1 | 7.8 | 7.4 | 8.7 | 14.2 | 35.6 | 31.3 | 19.4 | 13.4 | 19.8 | 5.7 |
| Standard Deviation(%) | NA | 13.9 | 12.2 | 14.8 | 17.3 | 39.2 | NA | NA | 28.3 | 18.6 | 12.7 | 13.1 | 24.2 | 15.6 | 33.8 | 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 | 11.0 | 17.1 | 26.1 | 21.5 | 22.1 | 18.8 | 22.9 | 16.4 |
| Treynor Ratio | NA | 0.15 | 0.2 | 0.15 | 0.05 | 0.24 | NA | NA | 0.08 | 0.11 | 0.18 | 0.19 | -0.23 | 0.12 | 0.09 | -4.09 | -0.09 | 0.18 | 0.09 | -0.01 | 0.1 | 0.28 | 0.13 | -0.01 | 0.11 | 0.23 | -0.4 | 0.0 | 0.09 | 0.0 | 0.07 | 0.24 | -0.31 | -0.18 | -0.2 | 0.12 | 0.21 | -0.12 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.02 | 0.07 | NA | NA | 0.01 | -0.01 | -0.01 | -0.01 | -0.02 | -0.05 | -0.02 | 0.96 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.03 | -0.01 | -0.03 | -0.02 | -0.01 | -0.03 |
| Beta | NA | 1.0 | 0.99 | 0.99 | 0.99 | 0.85 | NA | NA | 0.95 | 0.99 | 1.0 | 1.0 | 0.99 | 0.97 | 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 | 1.02 | 1.07 | 1.02 |
| RSquared | NA | 1.0 | 0.98 | 0.99 | 0.94 | 0.06 | NA | NA | 0.19 | 0.99 | 1.0 | 1.0 | 0.98 | 0.68 | 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 | 0.83 | 0.98 | 0.92 | 0.94 |
| Yield(%) | N/A | 0.0 | 1.9 | 1.7 | 0.9 | 1.0 | 1.1 | 0.8 | N/A | 1.9 | 2.4 | 0.0 | 0.0 | 0.0 | 0.0 | 1.9 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.5 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -4.8 | N/A | 207.9 | 70877.5 | N/A | N/A | N/A | -4.8 | N/A | N/A | N/A | N/A | -100.0 | 680.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | N/A | N/A | -100.0 | 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 12/02/1997
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