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UCPSX: ULTRASHORT SMALL-CAP PROFUND ULTRASHORT SMALL-CAP PROFUND SERVICE CLASS (MUTUAL FUND)
Basic Info 23.22 1.51(6.96%) June 05
| Asset Class: | Bear Market |
| MyPlanIQ Rating: | (17%) |
| Start Date: | 02/06/2004 |
| Last Dividend Date: | 12/31/2024 |
| 12-Mo. Yield | 0.00% |
| 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 02/06/2004 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 5.7 | -24.8 | -46.9 | -30.6 | -18.0 | -10.4 | -17.2 | -20.9 | -20.8 | -29.1 | -20.1 | -30.0 | 27.0 | -36.7 | 290.2 | -39.6 | 16.9 | -28.1 | -40.7 | -3.2 | -19.7 | -53.4 | -35.6 | -25.7 | -51.6 | -61.5 | 18.8 | 0.9 | -27.2 | -10.2 | -26.8 |
| Sharpe Ratio | NA | -1.23 | -1.26 | -0.78 | -0.45 | -0.14 | NA | NA | -0.32 | -0.68 | -0.57 | -0.83 | 0.45 | -0.83 | 1.17 | -1.29 | 0.43 | -1.21 | -1.1 | -0.1 | -0.6 | -1.82 | -1.06 | -0.39 | -1.02 | -0.86 | 0.19 | -0.06 | -0.87 | -0.39 | -0.86 |
| Draw Down(%) | NA | 33.1 | 50.4 | 74.4 | 77.0 | 95.9 | NA | NA | 99.6 | 56.6 | 40.7 | 40.1 | 35.1 | 46.2 | 83.0 | 41.7 | 32.0 | 30.0 | 58.5 | 24.6 | 29.4 | 53.4 | 35.8 | 42.4 | 57.4 | 79.6 | 50.8 | 22.0 | 29.7 | 32.2 | 39.4 |
| Standard Deviation(%) | NA | 41.7 | 39.3 | 43.1 | 45.6 | 87.0 | NA | NA | 69.2 | 47.3 | 41.6 | 40.6 | 56.5 | 44.1 | 245.9 | 31.9 | 35.9 | 23.9 | 37.1 | 33.3 | 32.6 | 29.4 | 34.0 | 66.4 | 50.9 | 71.8 | 95.4 | 41.3 | 35.1 | 32.1 | 35.1 |
| Treynor Ratio | NA | 0.2 | 0.18 | 0.14 | 0.09 | 0.05 | NA | NA | 0.09 | 0.15 | 0.09 | 0.14 | -0.12 | 0.14 | -1.24 | 0.18 | -0.08 | 0.1 | 0.17 | 0.02 | 0.08 | 0.22 | 0.15 | 0.1 | 0.2 | 0.25 | -0.08 | 0.01 | 0.1 | 0.04 | 0.11 |
| Alpha | NA | -0.05 | 0.0 | 0.04 | 0.05 | 0.39 | NA | NA | 0.17 | 0.04 | 0.12 | 0.08 | -0.02 | 0.11 | 3.61 | 0.05 | 0.04 | 0.1 | -0.06 | 0.02 | 0.05 | 0.0 | 0.0 | 0.01 | -0.06 | 0.0 | -0.09 | 0.06 | 0.03 | 0.02 | -0.01 |
| Beta | NA | -2.62 | -2.72 | -2.4 | -2.3 | -2.29 | NA | NA | -2.35 | -2.21 | -2.58 | -2.5 | -2.13 | -2.64 | -2.31 | -2.25 | -1.96 | -2.97 | -2.46 | -2.0 | -2.44 | -2.41 | -2.4 | -2.64 | -2.59 | -2.43 | -2.18 | -2.45 | -3.08 | -2.83 | -2.79 |
| RSquared | NA | 0.81 | 0.76 | 0.73 | 0.78 | 0.02 | NA | NA | 0.05 | 0.82 | 0.65 | 0.71 | 0.88 | 0.68 | 0.01 | 0.79 | 0.84 | 0.77 | 0.81 | 0.84 | 0.78 | 0.86 | 0.86 | 0.94 | 0.91 | 0.92 | 0.88 | 0.89 | 0.88 | 0.88 | 0.83 |
| Yield(%) | N/A | 0.0 | 0.0 | 1.7 | 1.1 | 2.0 | 9.0 | 1.3 | N/A | 0.0 | 2.7 | 2.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.3 | 1.4 | 3.3 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | -100.0 | N/A | N/A | 324.6 | N/A | N/A | N/A | -100.0 | -29.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -81.8 | -68.5 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/06/2004
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