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UTPSX: UTILITIES ULTRASECTOR PROFUND UTILITIES ULTRASECTOR PROFUND SERVICE CLASS (MUTUAL FUND)
Basic Info 78.64 1.03(1.33%) June 05
| Asset Class: | Trading-Leveraged Equity |
| MyPlanIQ Rating: | (40%) |
| Start Date: | 09/29/2000 |
| Last Dividend Date: | 12/28/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 2.70% |
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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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.5 | 3.8 | 13.6 | 14.3 | 7.9 | 7.7 | 10.3 | 7.7 | 4.7 | 18.6 | 28.0 | -16.3 | -3.3 | 22.1 | -9.6 | 33.0 | 1.3 | 14.7 | 21.5 | -11.0 | 39.4 | 18.6 | -1.0 | 24.8 | 7.0 | 12.6 | -47.2 | 19.1 | 25.1 | 16.6 | 30.4 | 28.4 | -37.7 | -42.9 | 2.1 |
| Sharpe Ratio | NA | 0.25 | 0.49 | 0.44 | 0.21 | 0.21 | NA | NA | 0.12 | 0.65 | 1.04 | -0.76 | -0.15 | 0.99 | -0.17 | 1.83 | 0.0 | 0.97 | 0.93 | -0.43 | 1.97 | 1.02 | -0.07 | 0.94 | 0.3 | 0.39 | -0.84 | 0.61 | 1.28 | 0.68 | 1.77 | 1.21 | -0.86 | -1.28 | 0.16 |
| Draw Down(%) | NA | 15.0 | 15.0 | 25.9 | 39.4 | 50.9 | NA | NA | 73.9 | 13.3 | 14.5 | 32.2 | 29.3 | 12.6 | 50.9 | 8.7 | 14.7 | 10.8 | 18.7 | 25.0 | 14.0 | 16.0 | 14.9 | 18.2 | 14.3 | 36.3 | 56.7 | 18.4 | 10.9 | 17.5 | 13.3 | 25.3 | 57.1 | 48.3 | 14.0 |
| Standard Deviation(%) | NA | 26.2 | 22.4 | 24.9 | 26.1 | 29.1 | NA | NA | 29.0 | 24.6 | 23.4 | 26.7 | 31.9 | 22.3 | 58.7 | 17.2 | 22.5 | 14.5 | 22.9 | 25.6 | 20.0 | 18.2 | 14.6 | 26.2 | 23.2 | 32.0 | 57.4 | 26.1 | 17.1 | 21.3 | 16.7 | 22.9 | 45.2 | 35.8 | 27.1 |
| Treynor Ratio | NA | 0.42 | 0.35 | 0.2 | 0.08 | 0.07 | NA | NA | 0.04 | 0.26 | 0.66 | -0.22 | -0.06 | 0.29 | -0.08 | 0.86 | 0.0 | 0.55 | 0.44 | -0.12 | 0.5 | 0.16 | -0.02 | 0.25 | 0.06 | 0.14 | -0.39 | 0.12 | 0.22 | 0.09 | 0.34 | 0.3 | -0.38 | -1.04 | 0.18 |
| Alpha | NA | 0.03 | 0.02 | 0.02 | 0.0 | -0.01 | NA | NA | 0.0 | 0.03 | 0.07 | -0.15 | 0.06 | 0.01 | -0.09 | 0.07 | 0.02 | 0.04 | 0.06 | -0.04 | 0.1 | -0.05 | -0.04 | 0.08 | -0.03 | -0.03 | 0.0 | 0.05 | 0.04 | 0.04 | 0.07 | 0.01 | -0.06 | -0.19 | 0.06 |
| Beta | NA | 0.16 | 0.31 | 0.54 | 0.69 | 0.84 | NA | NA | 0.94 | 0.62 | 0.37 | 0.92 | 0.83 | 0.76 | 1.25 | 0.37 | 0.36 | 0.26 | 0.49 | 0.92 | 0.79 | 1.14 | 0.66 | 0.99 | 1.09 | 0.91 | 1.22 | 1.29 | 1.0 | 1.52 | 0.86 | 0.93 | 1.02 | 0.44 | 0.24 |
| RSquared | NA | 0.01 | 0.03 | 0.11 | 0.2 | 0.28 | NA | NA | 0.39 | 0.23 | 0.04 | 0.21 | 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 | 0.63 | 0.35 | 0.54 | 0.33 | 0.47 | 0.35 | 0.07 | 0.05 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 0.0 | 0.2 | 0.0 | 0.0 | 0.0 | 2.2 | 0.0 | 0.8 | 0.0 | 0.1 | 0.2 | 0.6 | 1.0 | 0.0 | 1.3 | 0.0 | 0.4 | 0.0 | 3.8 | 0.0 | 0.9 | 0.0 | 0.8 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | -100.0 | N/A | -100.0 | N/A | -100.0 | -42.4 | -50.4 | -45.7 | N/A | -100.0 | N/A | -100.0 | N/A | -100.0 | N/A | -100.0 | N/A | -100.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/2000
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