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IDPIX: INDUSTRIALS ULTRASECTOR PROFUND INDUSTRIALS ULTRASECTOR PROFUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 89.27 1.49(1.64%) June 05
| Asset Class: | Trading-Leveraged Equity |
| MyPlanIQ Rating: | (75%) |
| Start Date: | 01/30/2004 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 1.93% |
| Expenses | 1.78% |
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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 01/30/2004 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.8 | 16.5 | 28.8 | 27.1 | 9.0 | 28.4 | 23.7 | 17.1 | 16.6 | 22.8 | 20.0 | 21.5 | -24.4 | 20.3 | 18.1 | 339.5 | -20.1 | 34.6 | 26.5 | -5.7 | 7.9 | 62.2 | 23.9 | -6.3 | 35.3 | 32.2 | -57.8 | 14.1 | 14.5 | 1.9 | 19.3 |
| Sharpe Ratio | NA | 1.42 | 1.14 | 0.99 | 0.24 | 0.58 | NA | NA | 0.4 | 0.71 | 0.8 | 0.8 | -0.72 | 0.88 | 0.31 | 3.02 | -0.77 | 2.59 | 1.19 | -0.24 | 0.39 | 3.21 | 1.04 | -0.15 | 1.06 | 0.65 | -0.95 | 0.45 | 0.59 | -0.02 | 1.04 |
| Draw Down(%) | NA | 18.1 | 18.1 | 28.0 | 40.5 | 55.1 | NA | NA | 79.5 | 26.2 | 12.1 | 19.3 | 37.6 | 12.8 | 55.1 | 10.9 | 34.8 | 6.0 | 14.6 | 21.6 | 15.9 | 8.6 | 18.0 | 38.8 | 27.6 | 50.0 | 69.2 | 16.3 | 20.1 | 11.9 | 12.2 |
| Standard Deviation(%) | NA | 28.4 | 23.0 | 24.2 | 26.8 | 45.8 | NA | NA | 38.9 | 28.1 | 20.5 | 22.4 | 35.7 | 22.9 | 57.8 | 111.9 | 28.1 | 13.2 | 22.1 | 23.8 | 20.4 | 19.4 | 23.1 | 42.2 | 33.1 | 49.0 | 61.7 | 24.3 | 18.9 | 17.4 | 19.4 |
| Treynor Ratio | NA | 0.27 | 0.19 | 0.18 | 0.05 | 0.2 | NA | NA | 0.1 | 0.15 | 0.13 | 0.13 | -0.18 | 0.13 | 0.13 | -82.5 | -0.14 | 0.2 | 0.17 | -0.04 | 0.05 | 0.38 | 0.14 | -0.04 | 0.2 | 0.19 | -0.41 | 0.08 | 0.07 | 0.0 | 0.12 |
| Alpha | NA | 0.05 | -0.01 | 0.0 | -0.02 | 0.07 | NA | NA | 0.03 | 0.0 | -0.03 | -0.04 | 0.01 | -0.07 | 0.0 | 0.95 | -0.05 | -0.01 | 0.03 | -0.03 | -0.05 | 0.01 | -0.01 | -0.02 | 0.03 | -0.03 | -0.05 | 0.03 | -0.03 | -0.01 | 0.02 |
| Beta | NA | 1.47 | 1.37 | 1.35 | 1.39 | 1.35 | NA | NA | 1.49 | 1.35 | 1.29 | 1.44 | 1.4 | 1.52 | 1.39 | -0.04 | 1.54 | 1.72 | 1.57 | 1.46 | 1.67 | 1.65 | 1.7 | 1.76 | 1.74 | 1.72 | 1.45 | 1.44 | 1.7 | 1.56 | 1.65 |
| RSquared | NA | 0.52 | 0.53 | 0.68 | 0.77 | 0.12 | NA | NA | 0.28 | 0.81 | 0.63 | 0.71 | 0.9 | 0.75 | 0.7 | 0.0 | 0.89 | 0.76 | 0.87 | 0.91 | 0.88 | 0.89 | 0.87 | 0.95 | 0.9 | 0.91 | 0.94 | 0.9 | 0.81 | 0.85 | 0.9 |
| Yield(%) | N/A | 0.0 | 1.9 | 2.5 | 1.1 | 2.0 | 2.9 | 2.2 | N/A | 2.1 | 3.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 5.1 | 0.0 | 0.6 | 1.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 | 1.9 | 0.8 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -35.6 | N/A | 140.7 | 454.1 | N/A | N/A | N/A | -35.6 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | -61.9 | N/A | N/A | N/A | N/A | N/A | -100.0 | -86.8 | 172.1 | 1589.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/2004
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