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POPFX: PROSPECTOR OPPORTUNITY FUND NO CLASSES (MUTUAL FUND)
Basic Info
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (16%) |
| Start Date: | 12/27/2007 |
| Last Dividend Date: | 12/05/2025 |
| 12-Mo. Yield | 41.97% |
| Expenses | 1.26% |
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Performance Analytics (As of 12/30/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/17/2008 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 6.2 | 10.1 | 6.6 | 8.5 | 8.9 | 8.7 | 6.0 | 13.0 | 11.6 | -9.1 | 12.9 | 3.5 | 25.8 | -4.3 | 10.3 | 21.0 | 1.2 | 7.4 | 27.2 | 14.6 | -0.2 | 16.9 | 25.4 | -19.5 | -0.2 |
| Sharpe Ratio | NA | 0.23 | 0.52 | 0.27 | 0.42 | NA | 0.43 | 0.21 | 0.8 | 0.64 | -0.53 | 0.7 | 0.1 | 2.31 | -0.45 | 1.19 | 1.68 | 0.09 | 0.75 | 2.67 | 1.27 | -0.01 | 1.08 | 1.07 | -0.7 | -24.69 |
| Draw Down(%) | NA | 13.0 | 16.2 | 23.4 | 35.9 | NA | 38.5 | 13.0 | 8.0 | 10.1 | 18.2 | 13.6 | 35.9 | 5.3 | 16.3 | 5.0 | 8.1 | 8.5 | 5.4 | 5.5 | 8.4 | 18.2 | 12.1 | 22.8 | 35.9 | 0.2 |
| Standard Deviation(%) | NA | 14.8 | 13.1 | 15.8 | 16.7 | NA | 17.3 | 14.8 | 11.6 | 12.6 | 19.9 | 18.4 | 32.2 | 10.5 | 12.7 | 8.2 | 12.4 | 12.3 | 9.8 | 10.2 | 11.6 | 21.3 | 15.6 | 23.6 | 29.4 | 1.1 |
| Treynor Ratio | NA | 0.04 | 0.09 | 0.06 | 0.09 | NA | 0.1 | 0.04 | 0.11 | 0.11 | -0.15 | 0.15 | 0.04 | 0.32 | -0.08 | 0.11 | 0.28 | 0.02 | 0.1 | 0.35 | 0.2 | 0.0 | 0.24 | 0.36 | -0.32 | 0.94 |
| Alpha | NA | -0.02 | -0.01 | 0.0 | 0.0 | NA | 0.0 | -0.02 | 0.0 | 0.0 | 0.02 | -0.03 | -0.04 | 0.01 | 0.01 | -0.02 | 0.04 | 0.01 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.04 | -0.18 |
| Beta | NA | 0.78 | 0.78 | 0.77 | 0.79 | NA | 0.73 | 0.78 | 0.84 | 0.75 | 0.71 | 0.88 | 0.83 | 0.76 | 0.71 | 0.88 | 0.75 | 0.76 | 0.72 | 0.78 | 0.73 | 0.76 | 0.7 | 0.7 | 0.64 | -0.3 |
| RSquared | NA | 0.87 | 0.84 | 0.75 | 0.82 | NA | 0.87 | 0.87 | 0.82 | 0.82 | 0.84 | 0.53 | 0.9 | 0.85 | 0.83 | 0.71 | 0.86 | 0.89 | 0.85 | 0.91 | 0.88 | 0.94 | 0.94 | 0.95 | 0.95 | 1.0 |
| Yield(%) | N/A | 42.0 | 18.9 | 11.8 | 12.6 | 10.6 | N/A | 42.1 | 5.2 | 0.7 | 0.6 | 0.4 | 0.7 | 5.4 | 7.0 | 7.0 | 4.4 | 18.3 | 11.1 | 7.9 | 5.8 | 4.5 | 1.4 | 0.0 | 0.0 | 0.2 |
| Dividend Growth(%) | N/A | 773.1 | 2940.2 | 56.0 | N/A | N/A | N/A | 773.1 | 764.1 | -6.7 | 65.0 | -39.8 | -83.5 | -30.9 | 3.1 | 86.4 | -80.0 | 59.7 | 62.5 | 47.6 | 24.2 | 283.6 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/17/2008
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP BLEND Asset Class Trend Rankings |
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Best ETFs
- MDY (SPDR S&P Midcap 400 ETF Trust) (100%)
- CSD (Invesco S&P Spin-Off ETF) (97%)
- CZA (Invesco Zacks Mid-Cap ETF) (96%)
- EZM (WisdomTree U.S. MidCap Fund) (96%)
- FNX (First Trust Mid Cap Core AlphaDEX Fund) (95%)
- IJH (iShares Core S&P Mid-Cap ETF) (95%)
- IWR (iShares Russell Midcap ETF) (94%)
- VXF (Vanguard Extended Market ETF) (94%)
- IVOO (Vanguard S&P Mid-Cap 400 ETF) (27%)
- SCHM (Schwab U.S. Mid-Cap ETF) (26%)
Best Closed End Funds
- CET (Central Securities Corporation) (99%)
- CUBA (Herzfeld Caribbean Basin Closed Fund) (99%)
- FUND (Sprott Focus Trust) (98%)
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