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SGPSX: SMALL-CAP GROWTH PROFUND SMALL-CAP GROWTH PROFUND SERVICE CLASS (MUTUAL FUND)
Basic Info 94.28 1.82(1.89%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (31%) |
| Start Date: | 09/28/2001 |
| Last Dividend Date: | 07/24/2025 |
| 12-Mo. Yield | 0.27% |
| 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 | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.0 | 13.3 | 22.2 | 11.9 | 2.6 | 7.8 | 8.1 | 6.8 | 7.6 | 2.5 | 6.5 | 14.2 | -23.5 | 19.5 | 16.2 | 17.8 | -6.7 | 11.6 | 18.6 | -0.1 | 1.0 | 38.7 | 11.4 | 0.7 | 24.4 | 24.8 | -34.9 | 3.3 | 7.8 | 6.4 | 18.9 | 33.3 | -21.4 | 18.6 |
| Sharpe Ratio | NA | 1.68 | 1.11 | 0.43 | 0.0 | 0.28 | NA | NA | 0.28 | -0.02 | 0.15 | 0.57 | -0.9 | 0.93 | 0.41 | 1.04 | -0.43 | 0.87 | 1.06 | -0.01 | 0.06 | 2.66 | 0.74 | 0.02 | 1.06 | 0.77 | -0.86 | 0.01 | 0.28 | 0.26 | 1.06 | 1.89 | -0.9 | 4.49 |
| Draw Down(%) | NA | 9.2 | 9.2 | 28.0 | 30.9 | 44.0 | NA | NA | 59.3 | 23.6 | 10.1 | 14.9 | 29.1 | 9.2 | 40.1 | 9.2 | 27.9 | 6.4 | 13.6 | 12.6 | 13.4 | 5.6 | 11.0 | 27.0 | 17.1 | 32.1 | 49.2 | 12.8 | 14.3 | 11.2 | 13.0 | 13.4 | 33.6 | 4.2 |
| Standard Deviation(%) | NA | 18.7 | 17.6 | 19.9 | 21.5 | 22.3 | NA | NA | 22.6 | 22.2 | 19.2 | 18.7 | 27.7 | 20.9 | 39.0 | 15.7 | 18.8 | 12.6 | 17.4 | 16.3 | 16.7 | 14.6 | 15.4 | 31.3 | 23.0 | 32.3 | 41.7 | 17.8 | 15.5 | 15.9 | 17.0 | 17.2 | 25.0 | 21.1 |
| Treynor Ratio | NA | 0.43 | 0.25 | 0.1 | 0.0 | 0.07 | NA | NA | 0.07 | 0.0 | 0.03 | 0.12 | -0.31 | 0.22 | 0.18 | 0.18 | -0.09 | 0.1 | 0.19 | 0.0 | 0.01 | 0.39 | 0.13 | 0.01 | 0.26 | 0.25 | -0.38 | 0.0 | 0.05 | 0.04 | 0.2 | 0.38 | -0.23 | 0.96 |
| Alpha | NA | 0.03 | 0.0 | -0.01 | -0.01 | -0.01 | NA | NA | -0.01 | -0.02 | -0.03 | -0.02 | 0.0 | 0.05 | -0.04 | -0.04 | -0.01 | -0.04 | 0.03 | 0.01 | -0.01 | 0.0 | -0.01 | 0.01 | -0.01 | -0.05 | 0.02 | -0.02 | -0.01 | -0.01 | 0.02 | -0.01 | -0.03 | -0.02 |
| Beta | NA | 0.74 | 0.79 | 0.88 | 0.85 | 0.87 | NA | NA | 0.92 | 0.87 | 0.96 | 0.88 | 0.8 | 0.87 | 0.87 | 0.93 | 0.94 | 1.12 | 0.95 | 0.99 | 1.03 | 0.98 | 0.88 | 0.96 | 0.93 | 0.98 | 0.94 | 0.95 | 0.9 | 1.05 | 0.88 | 0.87 | 0.99 | 0.99 |
| RSquared | NA | 0.8 | 0.8 | 0.87 | 0.87 | 0.81 | NA | NA | 0.9 | 0.9 | 0.87 | 0.84 | 0.9 | 0.76 | 0.71 | 0.87 | 0.92 | 0.84 | 0.91 | 0.94 | 0.94 | 0.95 | 0.95 | 0.98 | 0.94 | 0.98 | 0.95 | 0.95 | 0.97 | 0.96 | 0.91 | 0.96 | 0.99 | 0.97 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.3 | 2.2 | 1.2 | 3.6 | 11.5 | 0.0 | 0.0 | 4.6 | 0.0 | 0.0 | 2.9 | 8.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 7.0 | 0.0 | 0.0 | 0.0 | 0.2 | 7.4 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -88.2 | 110.3 | -76.0 | -65.8 | N/A | N/A | -100.0 | N/A | N/A | -100.0 | -66.0 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | -100.0 | -97.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/19/2001
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