It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
LGPSX: ProFunds-Large Cap Growth Svc (MUTUAL FUND)
Basic Info 44.35 1.76(3.82%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (27%) |
| Start Date: | 10/15/2002 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 2.27% |
| Expenses | 1.57% |
| Sign up to get fund ranking change alerts | |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.1 | 8.0 | 26.4 | -22.5 | 12.0 | 14.5 | 13.0 | 10.1 | 9.1 | 19.1 | -66.5 | 397.7 | -31.4 | 28.7 | 29.3 | 27.4 | -2.7 | 23.8 | 3.8 | 2.5 | 11.6 | 28.7 | 11.2 | 1.6 | 11.5 | 27.6 | -37.2 | 6.1 | 7.6 | 0.7 | 2.4 | 18.4 | -3.1 |
| Sharpe Ratio | NA | 0.89 | 1.45 | -0.31 | 0.1 | 0.2 | NA | NA | 0.18 | 0.7 | -0.5 | 2.83 | -1.07 | 1.73 | 0.91 | 2.03 | -0.21 | 3.21 | 0.27 | 0.16 | 0.93 | 2.58 | 0.92 | 0.07 | 0.64 | 1.12 | -0.97 | 0.2 | 0.42 | -0.16 | 0.12 | 1.04 | -0.75 |
| Draw Down(%) | NA | 13.7 | 14.6 | 78.7 | 78.7 | 78.7 | NA | NA | 78.7 | 22.7 | 75.7 | 9.7 | 33.8 | 8.8 | 31.7 | 6.6 | 21.2 | 2.6 | 11.2 | 12.0 | 7.6 | 6.3 | 8.9 | 17.0 | 15.6 | 22.6 | 46.7 | 9.0 | 8.9 | 7.0 | 11.1 | 12.2 | 7.3 |
| Standard Deviation(%) | NA | 19.3 | 16.4 | 81.9 | 90.7 | 65.5 | NA | NA | 44.9 | 23.2 | 138.9 | 141.7 | 30.8 | 16.6 | 31.8 | 12.8 | 19.7 | 7.3 | 13.4 | 15.8 | 12.4 | 11.1 | 12.3 | 22.7 | 17.9 | 24.6 | 39.3 | 15.2 | 9.9 | 10.2 | 11.4 | 16.9 | 20.1 |
| Treynor Ratio | NA | 0.18 | 0.26 | -0.3 | 0.09 | 0.14 | NA | NA | 0.08 | 0.18 | -0.88 | 1.32 | -0.41 | 0.41 | 0.38 | 0.45 | -0.04 | 0.29 | 0.04 | 0.03 | 0.13 | 0.32 | 0.14 | 0.02 | 0.12 | 0.28 | -0.37 | 0.03 | 0.06 | -0.02 | 0.02 | 0.21 | -0.18 |
| Alpha | NA | 0.07 | 0.05 | -0.08 | 0.19 | 0.09 | NA | NA | 0.03 | 0.02 | -0.27 | 0.87 | 0.01 | 0.07 | -0.04 | 0.01 | -0.01 | 0.0 | 0.02 | -0.02 | 0.0 | -0.01 | -0.01 | 0.01 | 0.0 | -0.02 | 0.01 | -0.01 | 0.02 | -0.03 | -0.01 | -0.01 | 0.01 |
| Beta | NA | 0.96 | 0.92 | 0.86 | 1.09 | 0.95 | NA | NA | 0.93 | 0.92 | 0.8 | 3.04 | 0.8 | 0.7 | 0.77 | 0.57 | 0.93 | 0.8 | 0.89 | 0.97 | 0.89 | 0.9 | 0.8 | 0.84 | 0.93 | 0.98 | 1.03 | 0.89 | 0.71 | 0.8 | 0.74 | 0.85 | 0.82 |
| RSquared | NA | 0.91 | 0.92 | 0.14 | 0.04 | 0.05 | NA | NA | 0.09 | 0.98 | 0.04 | 0.03 | 0.92 | 0.83 | 0.75 | 0.67 | 0.96 | 0.9 | 0.96 | 0.97 | 0.96 | 0.95 | 0.89 | 0.97 | 0.98 | 0.97 | 0.96 | 0.94 | 0.88 | 0.84 | 0.88 | 0.94 | 0.95 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.3 | 0.1 | 2.5 | 1.7 | 1.6 | 5.0 | 6.4 | 2.1 | 2.0 | 1.7 | 0.1 | 2.3 | 5.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 3.9 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 65.9 | -76.9 | -1.5 | 38.2 | -62.4 | -4.3 | 194.7 | 28.2 | 22.8 | 2421.6 | -96.8 | -49.6 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/2002
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) (99%)
- VUG (Vanguard Growth ETF) (99%)
- IWF (iShares Russell 1000 Growth ETF) (99%)
- QQQQ (PowerShares QQQ) (97%)
- ONEQ (Fidelity Nasdaq Composite Index ETF) (97%)
- FPX (First Trust US Equity Opportunities ETF) (96%)
- FTC (First Trust Large Cap Growth AlphaDEX Fund) (96%)
- MGK (Vanguard Mega Cap Growth ETF) (96%)
- PWB (Invesco Large Cap Growth ETF) (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 2.06% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 2.68% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 1.07% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 1.34% (97%)
- GAM (General American Investors Closed Fund) 1.52% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 0.51% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 2.24% (97%)
- FXBY (Foxby Corp) 0.0% (63%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.17% (22%)
Latest Articles Related to LGPSX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
