Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LVPSX (LARGE-CAP VALUE PROFUND LARGE-CAP VALUE PROFUND SERVICE CLASS) | 6.08% | 18.39% | 12.49% | 7.64% | 8.71% | 8.69% | 5.70% | … | … |
Data as of 06/05/2026, Common starting date is 10/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LVPSX (LARGE-CAP VALUE PROFUND LARGE-CAP VALUE PROFUND SERVICE CLASS) | 10/15/2002 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.70 | 18.39 | 12.49 | 7.64 | 8.71 | 8.69 | 5.70 | … | … | 6.08 | 10.19 | 8.83 | 18.56 | -7.80 | 21.60 | -1.65 | 28.04 | -11.24 | 12.13 | 14.10 | -5.67 | 9.13 | 28.35 | 14.28 | -3.25 | 11.55 | 17.49 | -41.26 | -0.93 | 17.63 | 2.58 | 11.75 | 26.03 | 0.65 |
| Sharpe Ratio | NA | 1.59 | 0.74 | 0.35 | 0.42 | NA | NA | … | … | 1.15 | 0.47 | 0.51 | 1.12 | -0.48 | 1.60 | -0.05 | 2.11 | -0.83 | 1.59 | 1.02 | -0.37 | 0.84 | 2.50 | 1.05 | -0.13 | 0.62 | 0.56 | -0.95 | -0.24 | 1.36 | 0.03 | 0.94 | 1.43 | 0.09 |
| Standard Deviation(%) | NA | 9.91 | 12.55 | 14.50 | 17.14 | NA | NA | … | … | 10.67 | 15.69 | 10.18 | 13.47 | 19.20 | 13.52 | 35.84 | 12.57 | 15.23 | 7.25 | 13.67 | 15.58 | 10.85 | 11.33 | 13.70 | 24.92 | 18.61 | 30.82 | 44.19 | 17.22 | 10.46 | 10.66 | 11.44 | 17.68 | 23.93 |
| Draw Down(%) | NA | 6.52 | 18.36 | 19.36 | 37.34 | NA | NA | … | … | 6.52 | 15.36 | 7.62 | 11.54 | 19.36 | 6.00 | 37.34 | 7.88 | 21.07 | 4.98 | 9.88 | 14.23 | 7.49 | 5.46 | 11.87 | 22.89 | 16.57 | 32.90 | 51.86 | 12.98 | 8.09 | 7.85 | 8.17 | 16.31 | 7.22 |
| Yield(%) | 0.00 | 5.53 | 2.76 | 1.68 | 1.77 | 2.48 | 2.05 | … | … | 0.00 | 5.49 | 1.52 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.69 | 0.41 | 0.00 | 0.93 | 3.22 | 6.20 | 0.35 | 0.00 | 0.00 | 0.24 | 0.30 | 10.61 | 0.00 | 0.00 | 0.11 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVPSX (LARGE-CAP VALUE PROFUND LARGE-CAP VALUE PROFUND SERVICE CLASS) |
-20.48%
Feb 2006 – Feb 2009 |
-10.40%
Feb 2004 – Feb 2009 |
1.78%
May 2007 – May 2017 |
2.72%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVPSX (LARGE-CAP VALUE PROFUND LARGE-CAP VALUE PROFUND SERVICE CLASS) |
21.91%
Feb 2009 – Feb 2012 |
19.36%
Feb 2009 – Feb 2014 |
12.20%
Feb 2009 – Feb 2019 |
11.20%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart