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
UAPIX: ULTRASMALL-CAP PROFUND ULTRASMALL-CAP PROFUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 94.48 7.05(6.94%) June 05
| Asset Class: | Trading-Leveraged Equity |
| MyPlanIQ Rating: | (73%) |
| Start Date: | 03/20/2000 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 0.64% |
| Expenses | 2.60% |
| Sign up to get fund ranking change alerts | |
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 03/20/2000 |
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(%) | -6.0 | 25.9 | 69.1 | 23.5 | 0.3 | 10.5 | 11.0 | 6.6 | 4.6 | 12.8 | 10.4 | 22.3 | -43.8 | 23.1 | 13.9 | 47.0 | -26.9 | 25.3 | 39.3 | -13.2 | 5.0 | 86.1 | 28.7 | -19.1 | 49.6 | 36.3 | -65.7 | -12.4 | 29.0 | -0.4 | 32.0 | 99.1 | -45.1 | -15.0 | -32.4 |
| Sharpe Ratio | NA | 1.65 | 1.7 | 0.48 | -0.05 | 0.19 | NA | NA | 0.07 | 0.22 | 0.16 | 0.47 | -0.8 | 0.52 | 0.16 | 1.42 | -0.78 | 1.03 | 1.05 | -0.4 | 0.15 | 2.92 | 0.85 | -0.29 | 0.98 | 0.51 | -0.71 | -0.37 | 0.74 | -0.08 | 0.86 | 2.61 | -0.84 | -0.37 | -0.64 |
| Draw Down(%) | NA | 22.3 | 22.3 | 49.9 | 61.8 | 72.1 | NA | NA | 88.1 | 43.7 | 20.0 | 36.7 | 50.2 | 23.8 | 69.0 | 20.0 | 48.2 | 12.8 | 29.9 | 31.0 | 25.5 | 10.7 | 24.6 | 53.1 | 38.3 | 57.3 | 78.4 | 29.2 | 27.8 | 24.0 | 28.2 | 24.9 | 62.9 | 51.6 | 47.1 |
| Standard Deviation(%) | NA | 41.5 | 39.0 | 42.4 | 45.2 | 47.2 | NA | NA | 49.3 | 45.9 | 41.5 | 40.0 | 56.4 | 43.9 | 86.0 | 32.1 | 36.5 | 24.0 | 37.3 | 33.5 | 32.8 | 29.5 | 33.8 | 66.5 | 50.7 | 70.8 | 93.5 | 41.6 | 34.7 | 32.7 | 36.0 | 37.6 | 55.2 | 48.1 | 67.6 |
| Treynor Ratio | NA | 0.27 | 0.25 | 0.09 | -0.01 | 0.04 | NA | NA | 0.02 | 0.05 | 0.03 | 0.08 | -0.21 | 0.09 | 0.07 | 0.21 | -0.15 | 0.08 | 0.16 | -0.07 | 0.02 | 0.36 | 0.12 | -0.07 | 0.19 | 0.15 | -0.32 | -0.07 | 0.08 | -0.01 | 0.11 | 0.54 | -0.35 | -0.09 | -0.19 |
| Alpha | NA | 0.06 | 0.01 | -0.05 | -0.07 | -0.04 | NA | NA | -0.01 | -0.05 | -0.13 | -0.1 | -0.01 | -0.14 | 0.02 | -0.07 | -0.07 | -0.12 | 0.04 | -0.05 | -0.09 | -0.01 | -0.02 | -0.05 | 0.05 | -0.04 | 0.07 | -0.06 | -0.03 | -0.02 | 0.02 | 0.11 | -0.06 | 0.07 | 0.0 |
| Beta | NA | 2.59 | 2.61 | 2.3 | 2.25 | 2.13 | NA | NA | 2.17 | 2.14 | 2.43 | 2.42 | 2.14 | 2.51 | 1.94 | 2.2 | 1.9 | 2.91 | 2.46 | 1.92 | 2.4 | 2.39 | 2.39 | 2.72 | 2.63 | 2.45 | 2.1 | 2.38 | 3.12 | 2.85 | 2.76 | 1.83 | 1.32 | 1.93 | 2.29 |
| RSquared | NA | 0.75 | 0.67 | 0.65 | 0.71 | 0.68 | NA | NA | 0.73 | 0.76 | 0.55 | 0.62 | 0.85 | 0.56 | 0.66 | 0.74 | 0.79 | 0.66 | 0.75 | 0.79 | 0.7 | 0.81 | 0.81 | 0.92 | 0.88 | 0.89 | 0.87 | 0.85 | 0.81 | 0.81 | 0.73 | 0.69 | 0.4 | 0.75 | 0.53 |
| Yield(%) | N/A | 0.0 | 0.6 | 1.0 | 0.3 | 0.6 | 0.7 | 0.5 | N/A | 0.5 | 1.2 | 0.9 | 0.0 | 0.0 | 0.0 | 0.2 | 0.1 | 0.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 3.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -50.2 | N/A | 164.8 | 147.2 | N/A | N/A | N/A | -50.2 | 60.1 | N/A | N/A | N/A | -100.0 | 36.4 | -86.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -70.8 | -97.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/20/2000
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-Leveraged Equity Asset Class Trend Rankings |
Top Rated Funds in Trading-Leveraged Equity
Best Mutual Funds
- RYEUX (EUROPE 1.25X STRATEGY FUND CLASS H) (100%)
- PMPIX (PRECIOUS METALS ULTRASECTOR PROFUND PRECIOUS METALS ULTRASECTOR PROFUND INVESTOR CLASS) (84%)
- BIPIX (BIOTECHNOLOGY ULTRASECTOR PROFUND BIOTECHNOLOGY ULTRASECTOR PROFUND INVESTOR CLASS) (83%)
- ENPIX (OIL & GAS ULTRASECTOR PROFUND OIL & GAS ULTRASECTOR PROFUND INVESTOR CLASS) (82%)
- UTPIX (UTILITIES ULTRASECTOR PROFUND UTILITIES ULTRASECTOR PROFUND INVESTOR CLASS) (81%)
- PHPIX (PHARMACEUTICALS ULTRASECTOR PROFUND PHARMACEUTICALS ULTRASECTOR PROFUND INVESTOR CLASS) (80%)
- HCPIX (HEALTH CARE ULTRASECTOR PROFUND HEALTH CARE ULTRASECTOR PROFUND INVESTOR CLASS) (80%)
- CNPIX (CONSUMER GOODS ULTRASECTOR PROFUND CONSUMER GOODS ULTRASECTOR PROFUND INVESTOR CLASS) (79%)
- UOPIX (Ultra Nasdaq-100 Profunds Investor Clas) (78%)
- TEPIX (TECHNOLOGY ULTRASECTOR PROFUND TECHNOLOGY ULTRASECTOR PROFUND INVESTOR CLASS) (77%)
Best ETFs
- ROM (ProShares Ultra Technology) (99%)
- ERX (Direxion Daily Energy Bull 2X Shares) (98%)
- FAS (Direxion Daily Financial Bull 3X Shares) (97%)
- SSO (ProShares Ultra S&P 500) (95%)
- TNA (Direxion Daily Small Cap Bull 3X Shares) (94%)
- LTL (ProShares Ultra Communication Services) (91%)
- RXL (ProShares Ultra Health Care) (91%)
- UCC (ProShares Ultra Consumer Discretionary) (90%)
- URE (ProShares Ultra Real Estate) (88%)
- DRN (Direxion Daily Real Estate Bull 3X Shares) (62%)
Latest Articles Related to UAPIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
