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UOPIX: Ultra Nasdaq-100 Profunds Investor Clas (MUTUAL FUND)
Basic Info 158.91 16.8(9.56%) June 05
| Asset Class: | Trading-Leveraged Equity |
| MyPlanIQ Rating: | (78%) |
| Start Date: | 03/10/1998 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 20.65% |
| Expenses | 1.53% |
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Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/10/1998 |
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(%) | -9.2 | 26.7 | 67.7 | 43.8 | 17.8 | 29.5 | 28.8 | 22.5 | 11.4 | 30.3 | 41.8 | 116.0 | -62.7 | 31.9 | 69.6 | 80.5 | -9.4 | 68.6 | 9.1 | 13.7 | 36.3 | 79.9 | 33.8 | -0.4 | 36.0 | 118.2 | -72.6 | 28.1 | 5.3 | -3.3 | 15.8 | 102.4 | -71.1 | -67.3 | -73.7 | 233.2 | 114.3 |
| Sharpe Ratio | NA | 3.41 | 2.64 | 1.19 | 0.39 | 0.65 | NA | NA | 0.19 | 0.59 | 1.04 | 3.16 | -0.99 | 0.84 | 0.99 | 2.44 | -0.24 | 3.32 | 0.27 | 0.38 | 1.29 | 3.24 | 1.1 | -0.01 | 0.92 | 2.24 | -0.87 | 0.67 | 0.06 | -0.2 | 0.41 | 2.0 | -0.85 | -0.63 | -0.68 | 3.47 | 2.17 |
| Draw Down(%) | NA | 23.3 | 25.0 | 42.5 | 67.9 | 67.9 | NA | NA | 99.0 | 42.0 | 26.2 | 22.7 | 65.2 | 22.0 | 51.7 | 21.3 | 42.8 | 10.0 | 26.8 | 26.6 | 16.2 | 11.9 | 22.4 | 30.8 | 30.6 | 34.8 | 79.3 | 22.0 | 34.7 | 26.3 | 31.9 | 25.1 | 81.0 | 86.8 | 83.9 | 23.9 | 44.7 |
| Standard Deviation(%) | NA | 36.1 | 32.1 | 39.3 | 45.3 | 44.6 | NA | NA | 55.3 | 46.6 | 36.5 | 36.0 | 65.1 | 38.2 | 69.7 | 32.4 | 45.9 | 20.6 | 32.7 | 35.7 | 28.1 | 24.7 | 31.0 | 48.2 | 39.2 | 52.8 | 84.1 | 37.5 | 31.5 | 27.7 | 36.2 | 50.8 | 84.9 | 111.3 | 114.7 | 66.3 | 69.6 |
| Treynor Ratio | NA | 0.48 | 0.33 | 0.18 | 0.07 | 0.13 | NA | NA | 0.04 | 0.11 | 0.14 | 0.45 | -0.25 | 0.13 | 0.43 | 0.32 | -0.04 | 0.28 | 0.04 | 0.06 | 0.16 | 0.4 | 0.16 | 0.0 | 0.17 | 0.66 | -0.38 | 0.12 | 0.01 | -0.02 | 0.05 | 0.38 | -0.27 | -0.16 | -0.19 | 0.81 | 0.56 |
| Alpha | NA | 0.09 | 0.02 | -0.01 | -0.02 | 0.01 | NA | NA | 0.01 | -0.01 | -0.06 | 0.11 | -0.12 | -0.11 | 0.16 | -0.01 | 0.04 | 0.03 | -0.05 | 0.06 | 0.02 | 0.02 | 0.0 | 0.01 | 0.03 | 0.17 | -0.08 | 0.09 | -0.11 | -0.03 | -0.03 | 0.05 | -0.11 | 0.02 | -0.1 | 0.36 | 0.26 |
| Beta | NA | 2.55 | 2.55 | 2.54 | 2.53 | 2.18 | NA | NA | 2.38 | 2.44 | 2.72 | 2.54 | 2.57 | 2.43 | 1.6 | 2.44 | 2.53 | 2.44 | 2.23 | 2.16 | 2.27 | 2.0 | 2.19 | 1.94 | 2.05 | 1.8 | 1.93 | 2.05 | 2.83 | 2.31 | 2.81 | 2.71 | 2.68 | 4.46 | 4.11 | 2.83 | 2.67 |
| RSquared | NA | 0.91 | 0.89 | 0.91 | 0.89 | 0.79 | NA | NA | 0.7 | 0.94 | 0.9 | 0.85 | 0.92 | 0.7 | 0.65 | 0.89 | 0.9 | 0.63 | 0.81 | 0.88 | 0.85 | 0.81 | 0.81 | 0.89 | 0.9 | 0.86 | 0.89 | 0.77 | 0.81 | 0.74 | 0.74 | 0.82 | 0.67 | 0.73 | 0.63 | 0.6 | 0.69 |
| Yield(%) | N/A | 0.0 | 20.3 | 12.2 | 5.5 | 3.4 | 7.7 | 7.4 | N/A | 20.1 | 0.6 | 0.0 | 0.0 | 0.0 | 0.0 | 9.8 | 1.9 | 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 | 0.0 | 0.0 | 0.0 | 3.4 | 1.9 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 4743.8 | 7794566.7 | 166.8 | N/A | N/A | N/A | N/A | 4743.8 | N/A | -100.0 | N/A | N/A | -100.0 | 46.3 | 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 | N/A | N/A | -100.0 | 671.7 | 15200.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/10/1998
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