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PHPIX: PHARMACEUTICALS ULTRASECTOR PROFUND PHARMACEUTICALS ULTRASECTOR PROFUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 34.71 0.78(2.20%) June 05
| Asset Class: | Trading-Leveraged Equity |
| MyPlanIQ Rating: | (80%) |
| Start Date: | 08/10/2000 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 1.39% |
| 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 08/11/2000 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.3 | 0.3 | 56.0 | 13.6 | 4.6 | 4.8 | 10.2 | 8.4 | 3.5 | 41.4 | 1.4 | -11.3 | -10.7 | 12.4 | 15.0 | 20.0 | -14.9 | 15.0 | -6.3 | 5.8 | 29.9 | 50.5 | 18.4 | 24.7 | 0.6 | 24.8 | -31.3 | 1.4 | 16.1 | -7.1 | -15.8 | 7.8 | -36.0 | -27.5 | 26.2 |
| Sharpe Ratio | NA | -0.05 | 1.65 | 0.35 | 0.07 | 0.12 | NA | NA | 0.08 | 1.14 | -0.09 | -0.61 | -0.45 | 0.66 | 0.34 | 0.82 | -0.59 | 1.04 | -0.3 | 0.22 | 1.47 | 2.81 | 1.22 | 0.91 | 0.02 | 0.83 | -0.68 | -0.09 | 0.74 | -0.49 | -0.72 | 0.25 | -0.8 | -0.95 | 2.24 |
| Draw Down(%) | NA | 17.6 | 17.6 | 35.0 | 40.1 | 45.5 | NA | NA | 77.4 | 29.0 | 20.7 | 32.1 | 24.7 | 11.7 | 41.6 | 18.8 | 32.5 | 8.3 | 21.6 | 22.8 | 12.8 | 8.3 | 12.0 | 20.8 | 22.7 | 30.2 | 48.8 | 16.1 | 11.8 | 19.9 | 30.8 | 22.1 | 52.7 | 35.7 | 11.0 |
| Standard Deviation(%) | NA | 35.9 | 32.3 | 29.9 | 27.7 | 27.5 | NA | NA | 27.8 | 33.8 | 24.8 | 24.5 | 27.2 | 18.9 | 43.4 | 22.7 | 27.6 | 13.8 | 22.0 | 26.3 | 20.3 | 17.9 | 15.2 | 27.0 | 21.2 | 29.8 | 47.5 | 19.9 | 17.2 | 18.9 | 23.4 | 28.7 | 46.8 | 31.8 | 34.6 |
| Treynor Ratio | NA | -0.01 | 0.39 | 0.09 | 0.02 | 0.03 | NA | NA | 0.02 | 0.36 | -0.02 | -0.13 | -0.14 | 0.16 | 0.15 | 0.14 | -0.12 | 0.16 | -0.06 | 0.04 | 0.21 | 0.4 | 0.21 | 0.24 | 0.0 | 0.33 | -0.31 | -0.02 | 0.11 | -0.09 | -0.14 | 0.05 | -0.3 | -0.65 | 84.12 |
| Alpha | NA | -0.08 | 0.07 | -0.02 | -0.02 | -0.03 | NA | NA | -0.01 | 0.08 | -0.08 | -0.14 | 0.03 | -0.03 | 0.01 | -0.06 | -0.03 | -0.01 | -0.07 | 0.02 | 0.04 | 0.03 | 0.02 | 0.08 | -0.05 | 0.02 | 0.05 | -0.01 | 0.0 | -0.04 | -0.11 | -0.09 | -0.03 | -0.09 | 0.25 |
| Beta | NA | 1.5 | 1.35 | 1.15 | 0.99 | 1.02 | NA | NA | 1.0 | 1.08 | 1.04 | 1.14 | 0.86 | 0.77 | 0.95 | 1.32 | 1.33 | 0.92 | 1.11 | 1.44 | 1.42 | 1.26 | 0.89 | 1.04 | 0.93 | 0.75 | 1.03 | 1.04 | 1.18 | 1.02 | 1.19 | 1.29 | 1.23 | 0.47 | 0.01 |
| RSquared | NA | 0.34 | 0.26 | 0.33 | 0.36 | 0.45 | NA | NA | 0.48 | 0.36 | 0.28 | 0.37 | 0.59 | 0.28 | 0.58 | 0.53 | 0.68 | 0.2 | 0.43 | 0.71 | 0.63 | 0.61 | 0.56 | 0.8 | 0.63 | 0.47 | 0.78 | 0.7 | 0.47 | 0.31 | 0.32 | 0.59 | 0.47 | 0.1 | 0.0 |
| Yield(%) | N/A | 0.0 | 1.4 | 0.9 | 0.5 | 1.1 | 2.9 | 2.8 | N/A | 1.3 | 1.1 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 3.4 | 4.8 | 0.0 | 0.1 | 6.6 | 2.5 | 0.6 | 0.2 | 1.0 | 0.0 | 1.1 | 3.3 | 2.3 | 0.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 17.6 | N/A | -64.4 | 10.6 | N/A | N/A | N/A | 17.6 | 120.2 | N/A | N/A | N/A | N/A | -100.0 | -23.5 | N/A | -100.0 | -98.3 | 273.1 | 392.3 | 282.4 | -80.5 | 4250.0 | -98.1 | -69.1 | 60.9 | 321.6 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/11/2000
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