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ULPIX: Ultrabull Profund Investor Share (MUTUAL FUND)
Basic Info 178.71 9.94(5.27%) June 05
| Asset Class: | Trading-Leveraged Equity |
| MyPlanIQ Rating: | (70%) |
| Start Date: | 09/11/1998 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 10.84% |
| Expenses | 2.46% |
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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 | Inception** | 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 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -5.2 | 13.7 | 46.7 | 34.7 | 14.0 | 19.2 | 19.4 | 12.7 | 8.8 | 25.5 | 42.2 | 45.6 | -44.9 | 49.3 | 5.9 | 62.2 | -15.0 | 42.8 | 20.3 | -2.1 | 24.2 | 68.2 | 28.3 | -4.4 | 23.5 | 43.1 | -67.3 | 0.8 | 23.8 | 2.8 | 17.8 | 55.1 | -46.5 | -32.1 | -26.5 | 32.2 | 42.9 |
| Sharpe Ratio | NA | 1.16 | 1.8 | 1.05 | 0.33 | 0.48 | NA | NA | 0.19 | 0.61 | 1.46 | 1.62 | -0.93 | 1.81 | 0.08 | 2.45 | -0.48 | 3.16 | 0.76 | -0.07 | 1.05 | 3.07 | 1.12 | -0.09 | 0.64 | 0.79 | -0.83 | -0.07 | 1.02 | 0.03 | 0.65 | 1.58 | -0.9 | -0.79 | -0.69 | 0.79 | 4.96 |
| Draw Down(%) | NA | 18.3 | 18.3 | 35.4 | 47.2 | 59.4 | NA | NA | 89.4 | 35.4 | 16.8 | 20.6 | 47.2 | 15.9 | 59.4 | 13.3 | 36.6 | 5.5 | 20.1 | 23.3 | 14.4 | 11.3 | 18.9 | 36.9 | 30.3 | 49.1 | 76.6 | 20.2 | 15.4 | 14.2 | 16.1 | 26.8 | 59.3 | 54.2 | 36.2 | 25.1 | 19.7 |
| Standard Deviation(%) | NA | 27.8 | 24.4 | 30.0 | 34.5 | 36.3 | NA | NA | 38.8 | 37.3 | 26.4 | 26.1 | 49.7 | 27.2 | 67.9 | 24.8 | 34.4 | 13.4 | 26.3 | 31.0 | 23.0 | 22.2 | 25.4 | 47.3 | 36.4 | 54.3 | 81.8 | 32.2 | 20.1 | 20.6 | 25.6 | 34.5 | 52.8 | 44.1 | 44.4 | 36.6 | 44.0 |
| Treynor Ratio | NA | 0.16 | 0.22 | 0.16 | 0.06 | 0.09 | NA | NA | 0.04 | 0.11 | 0.19 | 0.21 | -0.24 | 0.25 | 0.03 | 0.31 | -0.08 | 0.21 | 0.1 | -0.01 | 0.12 | 0.34 | 0.15 | -0.02 | 0.12 | 0.22 | -0.34 | -0.01 | 0.1 | 0.0 | 0.09 | 0.27 | -0.27 | -0.18 | -0.18 | 0.14 | 1.09 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.02 | -0.02 | NA | NA | -0.01 | -0.02 | -0.02 | -0.01 | -0.05 | -0.03 | -0.05 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | 0.0 | -0.01 | -0.04 | -0.03 | -0.02 | -0.01 | -0.03 |
| Beta | NA | 2.0 | 1.99 | 2.0 | 1.99 | 1.89 | NA | NA | 1.93 | 2.01 | 1.99 | 1.99 | 1.98 | 2.0 | 1.73 | 1.95 | 2.0 | 2.0 | 1.97 | 2.0 | 2.01 | 2.0 | 1.95 | 2.0 | 2.01 | 1.98 | 1.99 | 2.0 | 2.0 | 1.98 | 1.87 | 2.01 | 1.76 | 1.9 | 1.69 | 1.99 | 1.99 |
| RSquared | NA | 1.0 | 1.0 | 0.98 | 0.95 | 0.91 | NA | NA | 0.92 | 1.0 | 0.93 | 1.0 | 0.93 | 0.94 | 0.82 | 0.97 | 1.0 | 1.0 | 0.97 | 1.0 | 0.99 | 1.0 | 0.96 | 0.99 | 1.0 | 0.99 | 1.0 | 0.99 | 0.99 | 0.98 | 0.65 | 0.99 | 0.75 | 0.87 | 0.72 | 0.98 | 0.96 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 10.5 | 4.3 | 0.0 | 0.0 | 0.0 | 0.5 | 0.7 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 | 2.1 | 0.1 | 0.3 | 0.3 | 0.0 | 0.0 | 0.0 | 2.3 | 4.0 | 1.1 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 241.5 | 18968.2 | N/A | N/A | -100.0 | 23.6 | 17.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -88.9 | 3059.6 | -67.6 | -0.7 | N/A | N/A | N/A | -100.0 | -8.6 | 426.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/28/1997
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