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UDPIX: ULTRADOW 30 PROFUND ULTRADOW 30 PROFUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 100.17 2.81(2.73%) June 05
| Asset Class: | Trading-Leveraged Equity |
| MyPlanIQ Rating: | (74%) |
| Start Date: | 05/31/2002 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 4.75% |
| Expenses | 1.62% |
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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 05/31/2002 |
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(%) | -0.6 | 9.8 | 38.0 | 25.1 | 10.1 | 31.4 | 26.3 | 18.8 | 16.1 | 20.0 | 20.8 | 23.9 | -19.9 | 32.2 | -1.2 | 342.4 | -13.8 | 57.6 | 29.9 | -4.4 | 16.0 | 61.6 | 17.1 | 9.1 | 22.3 | 37.1 | -62.1 | 8.2 | 29.5 | -0.5 | 5.6 | 50.9 | -30.9 |
| Sharpe Ratio | NA | 0.77 | 1.44 | 0.81 | 0.26 | 0.6 | NA | NA | 0.35 | 0.52 | 0.76 | 0.9 | -0.54 | 1.27 | -0.02 | 2.99 | -0.42 | 4.38 | 1.18 | -0.14 | 0.74 | 3.04 | 0.73 | 0.21 | 0.68 | 0.77 | -0.85 | 0.17 | 1.34 | -0.13 | 0.21 | 1.53 | -0.81 |
| Draw Down(%) | NA | 19.4 | 19.4 | 31.9 | 42.9 | 63.4 | NA | NA | 82.0 | 30.7 | 12.2 | 18.0 | 40.4 | 13.4 | 63.4 | 13.5 | 34.7 | 6.8 | 19.4 | 26.7 | 14.3 | 11.2 | 16.6 | 31.9 | 25.9 | 48.1 | 70.9 | 19.6 | 16.0 | 16.7 | 18.2 | 28.3 | 47.2 |
| Standard Deviation(%) | NA | 28.3 | 24.5 | 26.8 | 29.7 | 49.7 | NA | NA | 42.6 | 33.1 | 22.7 | 22.8 | 39.7 | 25.3 | 72.5 | 113.9 | 36.1 | 13.1 | 25.2 | 30.9 | 21.8 | 20.3 | 23.6 | 42.7 | 32.5 | 48.2 | 74.5 | 29.2 | 19.6 | 20.8 | 21.6 | 32.9 | 58.7 |
| Treynor Ratio | NA | 0.12 | 0.21 | 0.14 | 0.05 | 0.17 | NA | NA | 0.08 | 0.11 | 0.12 | 0.13 | -0.14 | 0.2 | -0.01 | 0.94 | -0.07 | 0.32 | 0.16 | -0.02 | 0.09 | 0.35 | 0.1 | 0.05 | 0.13 | 0.21 | -0.35 | 0.03 | 0.14 | -0.01 | 0.02 | 0.27 | -0.27 |
| Alpha | NA | -0.03 | -0.01 | -0.02 | -0.03 | 0.06 | NA | NA | 0.02 | -0.02 | -0.04 | -0.05 | 0.05 | -0.05 | -0.06 | 0.58 | 0.0 | 0.05 | 0.03 | -0.02 | -0.03 | 0.0 | -0.03 | 0.04 | -0.01 | -0.02 | 0.0 | 0.01 | 0.01 | -0.03 | -0.05 | -0.01 | 0.01 |
| Beta | NA | 1.76 | 1.68 | 1.59 | 1.59 | 1.8 | NA | NA | 1.8 | 1.63 | 1.47 | 1.55 | 1.57 | 1.64 | 1.77 | 3.63 | 2.04 | 1.77 | 1.85 | 1.96 | 1.84 | 1.75 | 1.75 | 1.78 | 1.77 | 1.75 | 1.79 | 1.76 | 1.84 | 1.91 | 1.88 | 1.89 | 1.78 |
| RSquared | NA | 0.74 | 0.7 | 0.77 | 0.82 | 0.2 | NA | NA | 0.39 | 0.84 | 0.67 | 0.8 | 0.92 | 0.73 | 0.74 | 0.05 | 0.94 | 0.81 | 0.93 | 0.97 | 0.93 | 0.91 | 0.89 | 0.96 | 0.97 | 0.97 | 0.96 | 0.94 | 0.89 | 0.9 | 0.93 | 0.96 | 0.85 |
| Yield(%) | N/A | 0.0 | 4.7 | 3.7 | 1.8 | 3.7 | 5.4 | 3.8 | N/A | 4.5 | 2.8 | 1.2 | 0.0 | 0.0 | 0.0 | 2.8 | 0.8 | 2.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.4 | 0.8 | 0.8 | 3.6 | 0.1 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 93.2 | N/A | 184.8 | 3107.4 | N/A | N/A | N/A | 93.2 | 189.6 | N/A | N/A | N/A | -100.0 | 202.6 | -55.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -98.3 | -42.7 | 12.8 | -76.5 | 3538.3 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2002
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