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UMPSX: ULTRAMID-CAP PROFUND ULTRAMID-CAP PROFUND SERVICE CLASS (MUTUAL FUND)
Basic Info 63.86 2.57(3.87%) June 05
| Asset Class: | Trading-Leveraged Equity |
| MyPlanIQ Rating: | (50%) |
| Start Date: | 04/25/2000 |
| Last Dividend Date: | 12/31/2024 |
| 12-Mo. Yield | 0.00% |
| Expenses | 2.51% |
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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 04/25/2000 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.8 | 20.9 | 39.6 | 20.1 | 3.3 | 10.0 | 11.7 | 8.5 | 7.7 | 6.8 | 16.0 | 21.1 | -32.7 | 37.5 | 4.2 | 47.3 | -27.2 | 19.5 | 37.1 | -9.5 | 14.3 | 69.1 | 31.2 | -14.1 | 48.6 | 63.9 | -68.1 | 5.4 | 10.2 | 17.3 | 27.2 | 67.8 | -40.1 | -15.7 | 3.7 |
| Sharpe Ratio | NA | 1.58 | 1.19 | 0.47 | 0.02 | 0.2 | NA | NA | 0.15 | 0.1 | 0.39 | 0.51 | -0.66 | 1.03 | 0.05 | 1.6 | -0.88 | 0.92 | 1.16 | -0.32 | 0.55 | 2.6 | 1.04 | -0.24 | 1.14 | 0.99 | -0.78 | 0.07 | 0.25 | 0.61 | 0.98 | 2.01 | -0.8 | -0.41 | 0.03 |
| Draw Down(%) | NA | 17.8 | 17.8 | 45.0 | 49.4 | 70.0 | NA | NA | 85.7 | 41.0 | 16.5 | 31.2 | 44.1 | 20.6 | 69.6 | 16.8 | 42.6 | 11.1 | 22.2 | 24.7 | 21.1 | 14.5 | 22.0 | 48.9 | 33.6 | 49.5 | 81.0 | 24.4 | 25.6 | 16.0 | 21.8 | 26.8 | 57.8 | 47.8 | 27.4 |
| Standard Deviation(%) | NA | 33.6 | 31.1 | 35.7 | 39.4 | 42.5 | NA | NA | 43.6 | 42.0 | 31.9 | 34.9 | 51.8 | 36.3 | 82.9 | 28.7 | 32.5 | 20.5 | 31.7 | 30.0 | 26.2 | 26.6 | 30.4 | 57.9 | 42.5 | 64.7 | 88.9 | 32.7 | 27.7 | 24.7 | 26.8 | 33.4 | 51.6 | 44.9 | 47.9 |
| Treynor Ratio | NA | 0.26 | 0.18 | 0.08 | 0.0 | 0.04 | NA | NA | 0.03 | 0.02 | 0.06 | 0.08 | -0.17 | 0.17 | 0.02 | 0.22 | -0.16 | 0.08 | 0.17 | -0.05 | 0.07 | 0.31 | 0.14 | -0.06 | 0.21 | 0.28 | -0.35 | 0.01 | 0.03 | 0.07 | 0.12 | 0.38 | -0.25 | -0.11 | 0.01 |
| Alpha | NA | 0.05 | -0.03 | -0.06 | -0.06 | -0.04 | NA | NA | -0.01 | -0.08 | -0.09 | -0.1 | 0.04 | -0.07 | -0.03 | -0.05 | -0.08 | -0.12 | 0.04 | -0.04 | -0.05 | -0.03 | -0.01 | -0.04 | 0.05 | 0.03 | 0.01 | 0.0 | -0.08 | 0.04 | 0.02 | 0.04 | -0.01 | 0.05 | 0.18 |
| Beta | NA | 2.02 | 2.02 | 2.03 | 2.04 | 1.98 | NA | NA | 2.01 | 2.01 | 1.99 | 2.22 | 2.0 | 2.21 | 1.91 | 2.05 | 1.77 | 2.52 | 2.22 | 1.84 | 2.13 | 2.21 | 2.19 | 2.39 | 2.26 | 2.3 | 2.0 | 1.92 | 2.52 | 2.14 | 2.2 | 1.79 | 1.62 | 1.68 | 1.91 |
| RSquared | NA | 0.7 | 0.63 | 0.71 | 0.76 | 0.73 | NA | NA | 0.79 | 0.81 | 0.63 | 0.69 | 0.87 | 0.63 | 0.67 | 0.8 | 0.87 | 0.67 | 0.84 | 0.9 | 0.87 | 0.85 | 0.85 | 0.94 | 0.93 | 0.94 | 0.86 | 0.89 | 0.83 | 0.8 | 0.83 | 0.83 | 0.68 | 0.65 | 0.61 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.4 | 0.2 | 0.3 | 1.4 | 1.0 | N/A | 0.0 | 0.5 | 0.7 | 0.0 | 0.0 | 0.0 | 3.2 | 0.0 | 1.1 | 0.0 | 0.0 | 8.5 | 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 |
| Dividend Growth(%) | N/A | N/A | -100.0 | N/A | -74.8 | -59.3 | N/A | N/A | N/A | -100.0 | -0.8 | N/A | N/A | N/A | -100.0 | 2203.3 | -96.4 | N/A | N/A | -100.0 | 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 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/25/2000
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