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UWPIX: ULTRASHORT DOW 30 PROFUND ULTRASHORT DOW 30 PROFUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 7.9 0.2(2.60%) June 05
| Asset Class: | Bear Market |
| MyPlanIQ Rating: | (78%) |
| Start Date: | 08/16/2004 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 3.43% |
| Expenses | 1.78% |
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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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | -10.8 | -29.1 | -22.2 | -15.7 | -25.5 | -25.3 | -23.9 | -22.9 | -25.6 | -20.7 | -18.6 | 5.9 | -35.5 | -45.7 | -36.2 | 1.4 | -39.0 | -30.3 | -8.5 | -21.8 | -43.5 | -22.4 | -27.3 | -31.4 | -45.6 | 44.0 | -8.9 | -23.1 | 0.8 | -16.6 |
| Sharpe Ratio | NA | -0.91 | -1.28 | -0.92 | -0.61 | -0.78 | NA | NA | -0.68 | -0.82 | -1.17 | -1.01 | 0.11 | -1.42 | -0.65 | -1.53 | 0.0 | -3.02 | -1.21 | -0.28 | -1.01 | -2.15 | -0.96 | -0.65 | -0.97 | -0.94 | 0.57 | -0.41 | -1.34 | -0.07 | -1.95 |
| Draw Down(%) | NA | 23.3 | 31.5 | 58.5 | 66.7 | 95.2 | NA | NA | 99.8 | 41.6 | 27.7 | 25.4 | 32.5 | 38.2 | 71.2 | 40.0 | 25.0 | 39.7 | 43.5 | 26.6 | 33.8 | 43.5 | 25.7 | 32.1 | 36.9 | 68.2 | 33.6 | 25.9 | 24.5 | 16.5 | 20.0 |
| Standard Deviation(%) | NA | 28.6 | 24.8 | 27.7 | 30.1 | 34.8 | NA | NA | 35.6 | 35.0 | 23.4 | 22.8 | 39.6 | 25.0 | 70.7 | 24.5 | 35.8 | 13.2 | 25.1 | 30.9 | 21.7 | 20.3 | 23.6 | 42.2 | 32.5 | 48.6 | 75.9 | 29.1 | 19.7 | 20.6 | 20.0 |
| Treynor Ratio | NA | 0.15 | 0.19 | 0.16 | 0.12 | 0.16 | NA | NA | 0.14 | 0.17 | 0.19 | 0.15 | -0.03 | 0.22 | 0.26 | 0.21 | 0.0 | 0.24 | 0.17 | 0.04 | 0.12 | 0.26 | 0.13 | 0.16 | 0.19 | 0.27 | -0.24 | 0.07 | 0.15 | 0.01 | 0.2 |
| Alpha | NA | 0.02 | 0.01 | 0.01 | 0.01 | -0.01 | NA | NA | -0.01 | 0.0 | -0.02 | 0.03 | -0.07 | -0.01 | 0.03 | 0.02 | -0.02 | -0.07 | -0.04 | -0.01 | 0.0 | -0.02 | 0.02 | -0.06 | -0.01 | 0.0 | -0.02 | -0.01 | -0.03 | 0.03 | 0.09 |
| Beta | NA | -1.74 | -1.69 | -1.61 | -1.57 | -1.69 | NA | NA | -1.72 | -1.67 | -1.47 | -1.51 | -1.51 | -1.59 | -1.77 | -1.82 | -2.05 | -1.65 | -1.76 | -1.97 | -1.75 | -1.68 | -1.68 | -1.69 | -1.7 | -1.68 | -1.76 | -1.78 | -1.71 | -1.82 | -1.91 |
| RSquared | NA | 0.76 | 0.73 | 0.8 | 0.84 | 0.8 | NA | NA | 0.87 | 0.86 | 0.67 | 0.81 | 0.9 | 0.76 | 0.74 | 0.88 | 0.93 | 0.78 | 0.91 | 0.95 | 0.9 | 0.88 | 0.88 | 0.94 | 0.95 | 0.96 | 0.93 | 0.95 | 0.86 | 0.88 | 0.91 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.3 | 4.3 | 1.8 | 0.0 | 0.0 | 0.0 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.6 | 3.9 | 3.0 | 1.4 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -39.6 | 90.2 | 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 | -87.3 | -85.8 | -2.8 | 105.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/22/2004
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