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SOPIX: SHORT NASDAQ-100 PROFUND SHORT NASDAQ-100 PROFUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 29.94 1.37(4.80%) June 05
| Asset Class: | Bear Market |
| MyPlanIQ Rating: | (83%) |
| Start Date: | 04/30/2002 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 1.82% |
| 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 04/30/2002 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 4.6 | -12.3 | -23.4 | -17.8 | -14.1 | -17.7 | -18.0 | -12.9 | -12.1 | -15.8 | -15.8 | -31.9 | 34.7 | -25.7 | 185.4 | -82.1 | -3.1 | -25.2 | -10.1 | -14.5 | -19.9 | -30.4 | -19.7 | -10.9 | -21.4 | -40.6 | 47.2 | 45.4 | 38.9 | 7.2 | -11.3 | -37.4 | 12.3 |
| Sharpe Ratio | NA | -1.5 | -1.56 | -1.01 | -0.72 | -0.27 | NA | NA | -0.26 | -0.72 | -1.07 | -1.97 | 1.03 | -1.38 | 1.12 | -0.6 | -0.2 | -2.54 | -0.64 | -0.81 | -1.42 | -2.42 | -1.27 | -0.46 | -1.1 | -1.53 | 1.1 | 0.78 | 0.94 | 0.33 | -0.68 | -1.48 | 0.37 |
| Draw Down(%) | NA | 24.9 | 27.5 | 50.1 | 61.3 | 89.5 | NA | NA | 98.5 | 33.9 | 22.7 | 33.6 | 19.5 | 29.0 | 51.4 | 82.7 | 18.9 | 26.6 | 23.4 | 19.0 | 24.3 | 30.4 | 24.0 | 16.9 | 26.9 | 47.9 | 19.9 | 20.6 | 18.5 | 16.0 | 20.2 | 38.8 | 30.7 |
| Standard Deviation(%) | NA | 19.2 | 16.7 | 20.9 | 23.2 | 70.9 | NA | NA | 50.7 | 26.2 | 18.1 | 18.1 | 32.4 | 18.6 | 164.4 | 139.4 | 22.5 | 10.2 | 16.2 | 17.9 | 14.0 | 12.6 | 15.7 | 23.9 | 19.6 | 26.5 | 41.9 | 54.7 | 38.0 | 15.2 | 18.2 | 25.8 | 47.7 |
| Treynor Ratio | NA | 0.23 | 0.21 | 0.17 | 0.13 | 0.18 | NA | NA | 0.12 | 0.15 | 0.15 | 0.3 | -0.27 | 0.22 | -1.99 | 1.54 | 0.04 | 0.23 | 0.1 | 0.13 | 0.18 | 0.31 | 0.19 | 0.12 | 0.22 | 0.46 | -0.48 | -0.3 | -0.25 | -0.04 | 0.09 | 0.27 | -0.13 |
| Alpha | NA | -0.03 | -0.01 | 0.0 | -0.01 | 0.11 | NA | NA | 0.05 | 0.01 | 0.02 | -0.06 | 0.03 | 0.0 | 1.47 | -0.37 | -0.03 | -0.03 | 0.02 | -0.05 | -0.03 | -0.03 | -0.02 | -0.02 | -0.02 | -0.09 | 0.04 | 0.23 | 0.22 | 0.04 | 0.02 | -0.02 | -0.04 |
| Beta | NA | -1.27 | -1.25 | -1.24 | -1.24 | -1.08 | NA | NA | -1.08 | -1.22 | -1.3 | -1.2 | -1.25 | -1.18 | -0.92 | -0.54 | -1.26 | -1.12 | -1.07 | -1.1 | -1.11 | -0.99 | -1.07 | -0.92 | -1.0 | -0.88 | -0.95 | -1.44 | -1.4 | -1.15 | -1.38 | -1.4 | -1.41 |
| RSquared | NA | 0.88 | 0.87 | 0.83 | 0.86 | 0.02 | NA | NA | 0.06 | 0.8 | 0.86 | 0.81 | 0.93 | 0.76 | 0.01 | 0.01 | 0.9 | 0.6 | 0.8 | 0.88 | 0.86 | 0.8 | 0.8 | 0.89 | 0.9 | 0.88 | 0.87 | 0.11 | 0.11 | 0.64 | 0.75 | 0.8 | 0.7 |
| Yield(%) | N/A | 0.0 | 1.8 | 4.5 | 2.3 | 1.4 | 0.3 | 3.4 | N/A | 1.8 | 7.8 | 4.2 | 0.0 | 0.0 | 0.0 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 2.3 | 38.4 | 33.9 | 6.7 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -83.1 | N/A | 9911.5 | -96.6 | N/A | N/A | N/A | -83.1 | 18.7 | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -95.1 | 6.6 | 386.3 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/30/2002
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