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
ULPSX: ULTRABULL PROFUND ULTRABULL PROFUND SERVICE CLASS (MUTUAL FUND)
Basic Info 125.46 6.98(5.27%) June 05
| Asset Class: | Trading-Leveraged Equity |
| MyPlanIQ Rating: | (28%) |
| Start Date: | 09/11/1998 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 14.02% |
| Expenses | 2.46% |
| 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 | 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 | 13.2 | 45.3 | 33.3 | 11.7 | 17.1 | 17.6 | 11.2 | 7.4 | 24.3 | 40.6 | 44.2 | -47.1 | 45.2 | 2.0 | 60.6 | -15.9 | 41.4 | 19.0 | -3.1 | 23.0 | 66.6 | 27.1 | -5.3 | 22.2 | 41.8 | -67.6 | -0.1 | 22.6 | 1.8 | 16.8 | 53.4 | -46.7 | -32.8 | -28.0 | 30.4 | 41.8 |
| Sharpe Ratio | NA | 1.11 | 1.75 | 1.01 | 0.27 | 0.42 | NA | NA | 0.15 | 0.58 | 1.46 | 1.57 | -0.97 | 1.64 | 0.03 | 2.39 | -0.5 | 3.06 | 0.72 | -0.1 | 1.0 | 3.0 | 1.07 | -0.11 | 0.61 | 0.77 | -0.84 | -0.1 | 0.96 | -0.02 | 0.62 | 1.53 | -0.91 | -0.8 | -0.73 | 0.74 | 4.79 |
| Draw Down(%) | NA | 18.5 | 18.5 | 35.5 | 49.3 | 59.4 | NA | NA | 90.4 | 35.5 | 16.8 | 20.8 | 49.3 | 17.4 | 59.4 | 13.4 | 36.7 | 5.6 | 20.2 | 23.4 | 14.4 | 11.4 | 19.1 | 37.2 | 30.5 | 49.2 | 76.8 | 20.5 | 15.5 | 14.3 | 16.3 | 26.9 | 59.6 | 54.5 | 36.8 | 25.3 | 19.8 |
| Standard Deviation(%) | NA | 27.8 | 24.4 | 29.7 | 34.6 | 36.5 | NA | NA | 38.9 | 37.3 | 25.4 | 26.1 | 50.1 | 27.6 | 68.6 | 24.7 | 34.4 | 13.4 | 26.3 | 31.0 | 23.0 | 22.2 | 25.5 | 47.3 | 36.4 | 54.3 | 81.8 | 32.2 | 20.1 | 20.6 | 25.6 | 34.5 | 52.8 | 44.7 | 44.3 | 36.6 | 44.0 |
| Treynor Ratio | NA | 0.16 | 0.22 | 0.15 | 0.05 | 0.08 | NA | NA | 0.03 | 0.11 | 0.19 | 0.21 | -0.25 | 0.23 | 0.01 | 0.3 | -0.09 | 0.2 | 0.1 | -0.02 | 0.11 | 0.33 | 0.14 | -0.03 | 0.11 | 0.21 | -0.34 | -0.02 | 0.1 | 0.0 | 0.08 | 0.26 | -0.27 | -0.19 | -0.19 | 0.14 | 1.05 |
| Alpha | NA | -0.02 | -0.01 | -0.02 | -0.03 | -0.02 | NA | NA | -0.02 | -0.02 | -0.02 | -0.02 | -0.06 | -0.04 | -0.05 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.02 | -0.02 | -0.01 | -0.02 | -0.02 | -0.02 | 0.0 | -0.02 | -0.04 | -0.03 | -0.03 | -0.02 | -0.04 |
| Beta | NA | 2.0 | 1.97 | 1.99 | 1.99 | 1.87 | NA | NA | 1.92 | 2.0 | 2.0 | 1.99 | 1.98 | 2.0 | 1.66 | 1.95 | 2.0 | 2.0 | 1.98 | 2.0 | 2.01 | 2.0 | 1.96 | 2.0 | 2.01 | 1.98 | 1.99 | 2.0 | 2.0 | 1.98 | 1.87 | 2.01 | 1.76 | 1.86 | 1.69 | 2.0 | 2.0 |
| RSquared | NA | 1.0 | 0.98 | 0.99 | 0.95 | 0.88 | NA | NA | 0.91 | 0.99 | 1.0 | 1.0 | 0.92 | 0.91 | 0.74 | 0.98 | 1.0 | 1.0 | 0.98 | 1.0 | 0.99 | 1.0 | 0.96 | 0.99 | 1.0 | 0.99 | 1.0 | 0.99 | 0.99 | 0.98 | 0.66 | 0.99 | 0.75 | 0.81 | 0.72 | 0.98 | 0.97 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 13.6 | 4.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 1.2 | 0.0 | 0.0 | 0.3 | 0.0 | 0.0 | 0.0 | 1.5 | 3.0 | 0.7 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 303.2 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -95.6 | N/A | N/A | -100.0 | N/A | N/A | N/A | -100.0 | -25.2 | 525.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/30/1998
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 ULPSX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
