Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SGPSX (SMALL-CAP GROWTH PROFUND SMALL-CAP GROWTH PROFUND SERVICE CLASS) 13.98% 20.39% 10.70% 2.72% 7.86% 8.36% 7.05%
Data as of 06/10/2026, Common starting date is 09/28/2001
More Performance Analytics Comparison
Name Start Date End Date
SGPSX (SMALL-CAP GROWTH PROFUND SMALL-CAP GROWTH PROFUND SERVICE CLASS) 09/28/2001 06/10/2026
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 2001
Annualized Return (%) -0.06 20.39 10.70 2.72 7.86 8.36 7.05 13.98 2.47 6.47 14.19 -23.46 19.55 16.24 17.80 -6.72 11.61 18.61 -0.10 1.00 38.70 11.36 0.66 24.40 24.79 -34.90 3.34 7.76 6.38 18.89 33.34 -21.35 18.65
Sharpe Ratio NA 1.11 0.43 0.00 0.28 NA NA 1.68 -0.02 0.15 0.57 -0.90 0.93 0.41 1.04 -0.43 0.87 1.06 -0.01 0.06 2.66 0.74 0.02 1.06 0.77 -0.86 0.01 0.28 0.26 1.06 1.89 -0.90 4.49
Standard Deviation(%) NA 17.63 19.87 21.49 22.32 NA NA 18.65 22.17 19.18 18.70 27.66 20.89 39.02 15.68 18.83 12.58 17.40 16.30 16.73 14.56 15.44 31.26 22.98 32.26 41.72 17.80 15.51 15.92 16.97 17.23 24.97 21.11
Draw Down(%) NA 9.24 27.99 30.92 44.02 NA NA 9.24 23.61 10.11 14.88 29.08 9.19 40.13 9.20 27.87 6.39 13.59 12.59 13.36 5.61 11.03 26.96 17.14 32.11 49.21 12.84 14.26 11.24 12.98 13.36 33.62 4.22
Yield(%) 0.00 0.26 1.28 3.26 3.48 4.30 3.89 0.00 0.25 2.24 1.20 3.62 11.55 0.00 0.00 4.61 0.00 0.00 2.95 8.09 0.00 0.00 0.00 0.00 0.00 0.00 7.00 0.00 0.00 0.00 0.24 7.45 0.00
Data as of 06/10/2026, Common starting date is 09/28/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SGPSX (SMALL-CAP GROWTH PROFUND SMALL-CAP GROWTH PROFUND SERVICE CLASS) -18.57%
Feb 2006 – Feb 2009
-7.17%
Feb 2004 – Feb 2009
4.16%
Dec 2001 – Dec 2011
4.72%
Mar 2005 – Mar 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SGPSX (SMALL-CAP GROWTH PROFUND SMALL-CAP GROWTH PROFUND SERVICE CLASS) 28.81%
Feb 2009 – Feb 2012
25.05%
Feb 2009 – Feb 2014
15.82%
Feb 2009 – Feb 2019
12.10%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return