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UDPSX: ULTRADOW 30 PROFUND ULTRADOW 30 PROFUND SERVICE CLASS (MUTUAL FUND)
Basic Info 81.74 2.29(2.73%) June 05
| Asset Class: | Trading-Leveraged Equity |
| MyPlanIQ Rating: | (34%) |
| Start Date: | 05/31/2002 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 4.72% |
| Expenses | 2.54% |
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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 | 9.3 | 36.7 | 23.8 | 8.8 | 29.9 | 25.0 | 17.5 | 14.8 | 18.8 | 19.6 | 22.7 | -20.7 | 29.4 | -2.4 | 338.0 | -14.7 | 56.1 | 28.6 | -5.4 | 14.9 | 60.0 | 15.9 | 8.0 | 21.2 | 35.8 | -62.5 | 7.1 | 28.2 | -3.9 | 4.6 | 49.8 | -31.1 |
| Sharpe Ratio | NA | 0.73 | 1.39 | 0.77 | 0.21 | 0.57 | NA | NA | 0.32 | 0.48 | 0.7 | 0.84 | -0.56 | 1.15 | -0.04 | 2.99 | -0.45 | 4.26 | 1.13 | -0.17 | 0.68 | 2.96 | 0.68 | 0.19 | 0.65 | 0.74 | -0.85 | 0.14 | 1.27 | -0.3 | 0.17 | 1.49 | -0.82 |
| Draw Down(%) | NA | 19.5 | 19.5 | 32.1 | 44.0 | 63.4 | NA | NA | 82.2 | 30.8 | 12.2 | 18.2 | 40.9 | 14.5 | 63.4 | 13.4 | 35.3 | 6.9 | 19.5 | 26.9 | 14.4 | 11.3 | 16.7 | 32.2 | 26.0 | 48.2 | 71.1 | 19.7 | 16.1 | 16.8 | 18.8 | 28.3 | 47.3 |
| Standard Deviation(%) | NA | 28.3 | 24.5 | 26.8 | 29.7 | 49.4 | NA | NA | 42.4 | 33.1 | 22.7 | 22.8 | 39.7 | 25.5 | 72.5 | 112.4 | 36.1 | 13.1 | 25.2 | 30.9 | 21.8 | 20.3 | 23.6 | 42.7 | 32.5 | 48.3 | 74.5 | 29.2 | 19.6 | 20.6 | 21.6 | 32.9 | 58.7 |
| Treynor Ratio | NA | 0.12 | 0.2 | 0.13 | 0.04 | 0.17 | NA | NA | 0.08 | 0.1 | 0.11 | 0.12 | -0.14 | 0.18 | -0.02 | 17.91 | -0.08 | 0.32 | 0.15 | -0.03 | 0.08 | 0.34 | 0.09 | 0.04 | 0.12 | 0.2 | -0.35 | 0.02 | 0.14 | -0.03 | 0.02 | 0.26 | -0.27 |
| Alpha | NA | -0.03 | -0.01 | -0.02 | -0.03 | 0.07 | NA | NA | 0.02 | -0.02 | -0.05 | -0.05 | 0.05 | -0.05 | -0.07 | 0.93 | -0.01 | 0.04 | 0.03 | -0.02 | -0.03 | 0.0 | -0.04 | 0.03 | -0.01 | -0.02 | -0.01 | 0.01 | 0.01 | -0.04 | -0.05 | -0.01 | 0.01 |
| Beta | NA | 1.76 | 1.68 | 1.59 | 1.59 | 1.63 | NA | NA | 1.74 | 1.63 | 1.47 | 1.56 | 1.57 | 1.63 | 1.77 | 0.19 | 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 | 0.69 | 0.77 | 0.82 | 0.17 | NA | NA | 0.37 | 0.84 | 0.67 | 0.8 | 0.92 | 0.71 | 0.74 | 0.0 | 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 | 0.91 | 0.93 | 0.96 | 0.85 |
| Yield(%) | N/A | 0.0 | 4.7 | 3.3 | 1.6 | 3.0 | 4.2 | 2.8 | N/A | 4.5 | 2.4 | 0.5 | 0.0 | 0.0 | 0.0 | 2.3 | 0.0 | 3.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.4 | 0.4 | 0.3 | 0.1 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 117.7 | N/A | 203.8 | 5193.0 | N/A | N/A | N/A | 117.7 | 514.2 | N/A | N/A | N/A | -100.0 | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -77.4 | 12.1 | 39.1 | 217.8 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2002
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