It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
RTPIX: RISING RATES OPPORTUNITY 10 PROFUND RISING RATES OPPORTUNITY 10 PROFUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 14.59 0.08(0.55%) June 05
| Asset Class: | Trading-Inverse Debt |
| MyPlanIQ Rating: | (71%) |
| Start Date: | 01/14/2005 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 3.33% |
| Expenses | 1.78% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/14/2005 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.8 | 3.2 | 1.8 | 4.7 | 5.9 | 1.4 | -1.4 | -2.6 | -2.2 | -2.2 | 9.8 | 3.8 | 19.6 | 1.1 | -11.9 | -7.1 | 1.1 | -3.1 | -1.8 | -3.3 | -11.7 | 5.9 | -6.0 | -17.1 | -10.0 | 6.6 | -17.8 | -3.2 | 5.3 | -0.4 |
| Sharpe Ratio | NA | 0.6 | -0.35 | 0.11 | 0.38 | -0.04 | NA | NA | -0.46 | -0.83 | 0.8 | 0.01 | 1.71 | 0.18 | -1.43 | -1.38 | -0.07 | -0.75 | -0.32 | -0.45 | -2.18 | 0.84 | -0.93 | -1.82 | -1.16 | 0.58 | -1.6 | -0.94 | 0.4 | -0.44 |
| Draw Down(%) | NA | 2.6 | 3.7 | 8.4 | 8.4 | 23.7 | NA | NA | 60.9 | 5.6 | 6.7 | 8.4 | 7.5 | 6.3 | 13.9 | 11.3 | 4.7 | 6.2 | 9.5 | 5.8 | 12.4 | 4.8 | 10.0 | 19.9 | 15.5 | 8.9 | 19.3 | 10.1 | 4.8 | 6.0 |
| Standard Deviation(%) | NA | 5.5 | 5.3 | 7.3 | 8.3 | 7.4 | NA | NA | 7.7 | 6.1 | 7.6 | 9.9 | 10.7 | 6.3 | 8.4 | 6.2 | 4.7 | 5.0 | 6.3 | 7.5 | 5.4 | 6.9 | 6.5 | 9.4 | 8.7 | 11.3 | 11.7 | 6.7 | 4.7 | 6.1 |
| Treynor Ratio | NA | -0.22 | 0.33 | -0.2 | -1.05 | -0.05 | NA | NA | -0.29 | -2.08 | -1.49 | -0.04 | -2.53 | 0.23 | -0.95 | -0.36 | -0.03 | -0.13 | -0.11 | -0.19 | -0.53 | 0.62 | -0.2 | -0.62 | -0.41 | 0.53 | -1.34 | -0.3 | -0.34 | -1.1 |
| Alpha | NA | 0.03 | 0.0 | 0.01 | 0.02 | 0.0 | NA | NA | -0.02 | -0.02 | 0.03 | 0.01 | 0.06 | 0.0 | -0.06 | -0.06 | 0.0 | -0.04 | -0.02 | -0.01 | -0.06 | 0.01 | -0.04 | -0.08 | -0.06 | 0.01 | -0.06 | -0.03 | 0.01 | -0.01 |
| Beta | NA | -0.15 | -0.06 | -0.04 | -0.03 | 0.06 | NA | NA | 0.12 | 0.02 | -0.04 | -0.03 | -0.07 | 0.05 | 0.13 | 0.24 | 0.1 | 0.28 | 0.19 | 0.17 | 0.22 | 0.09 | 0.3 | 0.27 | 0.25 | 0.12 | 0.14 | 0.21 | -0.06 | 0.02 |
| RSquared | NA | 0.13 | 0.02 | 0.01 | 0.0 | 0.02 | NA | NA | 0.09 | 0.01 | 0.0 | 0.0 | 0.03 | 0.01 | 0.27 | 0.23 | 0.14 | 0.14 | 0.16 | 0.13 | 0.22 | 0.02 | 0.35 | 0.46 | 0.26 | 0.09 | 0.24 | 0.25 | 0.01 | 0.0 |
| Yield(%) | N/A | 0.0 | 3.3 | 5.2 | 3.6 | 1.6 | 0.8 | 0.7 | N/A | 3.3 | 5.9 | 6.5 | 0.0 | 0.0 | 0.0 | 0.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 6.2 | 0.8 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -42.2 | N/A | 2756.8 | 9.3 | N/A | N/A | N/A | -42.2 | -11.1 | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | -98.7 | 746.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/14/2005
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Trading-Inverse Debt Asset Class Trend Rankings |
Top Rated Funds in Trading-Inverse Debt
Best Mutual Funds
- AFBSX (ACCESS FLEX BEAR HIGH YIELD FUND ACCESS FLEX BEAR HIGH YIELD FUND SERVICE CLASS) (100%)
- RYIYX (INVERSE HIGH YIELD STRATEGY FUND CLASS C) (95%)
- AFBIX (ACCESS FLEX BEAR HIGH YIELD FUND ACCESS FLEX BEAR HIGH YIELD FUND INVESTOR CLASS) (90%)
- RRPIX (RISING RATES OPPORTUNITY PROFUND RISING RATES OPPORTUNITY PROFUND INVESTOR CLASS) (76%)
- RTPIX (RISING RATES OPPORTUNITY 10 PROFUND RISING RATES OPPORTUNITY 10 PROFUND INVESTOR CLASS) (71%)
- RYJUX (INVERSE GOVERNMENT LONG BOND STRATEGY FUND INVESTOR CLASS) (57%)
- RYAQX (INVERSE GOVERNMENT LONG BOND STRATEGY FUND CLASS A) (52%)
- RRPSX (RISING RATES OPPORTUNITY PROFUND RISING RATES OPPORTUNITY PROFUND SERVICE CLASS) (43%)
- RTPSX (RISING RATES OPPORTUNITY 10 PROFUND RISING RATES OPPORTUNITY 10 PROFUND SERVICE CLASS) (38%)
- DXKSX (DIREXION MONTHLY 7-10 YEAR TREASURY BEAR 2X FUND INVESTOR CLASS) (14%)
Best ETFs
- PST (ProShares UltraShort 7-10 Year Treasury) 0.96% (86%)
- TBT (ProShares UltraShort 20+ Year Treasury) 1.15% (81%)
- TYO (Direxion Daily 7-10 Year Treasury Bear 3X Shares) 1.34% (67%)
- TMV (Direxion Daily 20+ Year Treasury Bear 3X Shares) 1.72% (62%)
- TBF (ProShares Short 20+ Year Treasury) 0.49% (33%)
- SJB (ProShares Short High Yield) 0.52% (29%)
- TBX (ProShares Short 7-10 Year Treasury) 0.53% (24%)
- TTT (ProShares UltraPro Short 20+ Year Treasury) 1.15% (19%)
Latest Articles Related to RTPIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
