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UTPIX: UTILITIES ULTRASECTOR PROFUND UTILITIES ULTRASECTOR PROFUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 84.85 1.11(1.33%) June 05
| Asset Class: | Trading-Leveraged Equity |
| MyPlanIQ Rating: | (81%) |
| Start Date: | 12/07/2000 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 0.84% |
| Expenses | 2.70% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.5 | 4.3 | 14.7 | 15.7 | 9.2 | 9.1 | 11.4 | 8.8 | 6.1 | 19.3 | 29.3 | -15.5 | -2.3 | 23.3 | -8.9 | 34.2 | 2.3 | 15.1 | 23.6 | -10.0 | 40.7 | 19.8 | -0.1 | 26.0 | 8.0 | 13.7 | -46.7 | 20.3 | 26.5 | 17.9 | 31.8 | 29.7 | -37.2 | -42.5 | 10.9 |
| Sharpe Ratio | NA | 0.38 | 0.55 | 0.53 | 0.26 | 0.26 | NA | NA | 0.17 | 0.67 | 1.1 | -0.72 | -0.12 | 1.04 | -0.15 | 1.9 | 0.04 | 1.0 | 1.02 | -0.39 | 2.04 | 1.09 | -0.01 | 0.99 | 0.34 | 0.42 | -0.83 | 0.66 | 1.43 | 0.73 | 1.85 | 1.27 | -0.85 | -1.27 | 22.06 |
| Draw Down(%) | NA | 12.2 | 14.5 | 25.7 | 38.7 | 50.8 | NA | NA | 73.6 | 13.1 | 14.5 | 31.6 | 29.2 | 12.6 | 50.8 | 8.6 | 14.6 | 10.7 | 18.4 | 24.4 | 13.9 | 15.9 | 14.6 | 18.2 | 14.1 | 36.2 | 56.3 | 18.2 | 10.7 | 17.5 | 13.0 | 25.1 | 57.0 | 47.8 | 1.7 |
| Standard Deviation(%) | NA | 25.2 | 21.8 | 24.7 | 26.0 | 29.0 | NA | NA | 28.9 | 24.5 | 23.3 | 26.7 | 31.9 | 22.3 | 58.7 | 17.2 | 22.5 | 14.5 | 22.9 | 25.6 | 20.0 | 18.2 | 14.7 | 26.2 | 23.2 | 32.1 | 57.3 | 26.2 | 16.3 | 21.3 | 16.7 | 22.9 | 45.2 | 35.8 | 21.0 |
| Treynor Ratio | NA | 0.44 | 0.34 | 0.23 | 0.1 | 0.09 | NA | NA | 0.05 | 0.27 | 0.65 | -0.22 | -0.05 | 0.31 | -0.07 | 0.9 | 0.03 | 0.59 | 0.48 | -0.11 | 0.52 | 0.17 | 0.0 | 0.26 | 0.07 | 0.15 | -0.39 | 0.13 | 0.23 | 0.1 | 0.36 | 0.31 | -0.38 | -1.03 | 9.71 |
| Alpha | NA | 0.03 | 0.02 | 0.02 | 0.01 | 0.0 | NA | NA | 0.0 | 0.03 | 0.07 | -0.14 | 0.07 | 0.01 | -0.08 | 0.08 | 0.02 | 0.04 | 0.07 | -0.04 | 0.1 | -0.05 | -0.04 | 0.09 | -0.03 | -0.03 | 0.0 | 0.06 | 0.04 | 0.05 | 0.08 | 0.02 | -0.06 | -0.18 | 0.74 |
| Beta | NA | 0.22 | 0.35 | 0.56 | 0.7 | 0.84 | NA | NA | 0.95 | 0.62 | 0.39 | 0.88 | 0.83 | 0.76 | 1.24 | 0.36 | 0.36 | 0.25 | 0.48 | 0.92 | 0.78 | 1.14 | 0.66 | 0.99 | 1.09 | 0.92 | 1.22 | 1.29 | 0.99 | 1.52 | 0.85 | 0.92 | 1.02 | 0.44 | 0.48 |
| RSquared | NA | 0.01 | 0.04 | 0.11 | 0.21 | 0.28 | NA | NA | 0.4 | 0.23 | 0.05 | 0.19 | 0.4 | 0.2 | 0.54 | 0.07 | 0.07 | 0.01 | 0.08 | 0.31 | 0.2 | 0.48 | 0.33 | 0.77 | 0.72 | 0.61 | 0.74 | 0.62 | 0.38 | 0.54 | 0.32 | 0.47 | 0.35 | 0.07 | 0.3 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.9 | 1.5 | 1.4 | 0.9 | 0.3 | 0.5 | 2.3 | 0.7 | 0.9 | 1.0 | 1.2 | 0.8 | 1.5 | 2.5 | 0.8 | 2.8 | 0.6 | 1.5 | 0.3 | 4.9 | 0.0 | 0.9 | 0.6 | 0.9 | 0.2 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -24.3 | -10.9 | 49.0 | 378.6 | -58.5 | -69.5 | 246.5 | -10.0 | 3.1 | -28.6 | 125.5 | -41.2 | -39.9 | 277.3 | -68.4 | 452.3 | -79.6 | 511.6 | -93.1 | N/A | -100.0 | 98.3 | -60.5 | 230.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/06/2000
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