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MDPSX: MID-CAP PROFUND MID-CAP PROFUND SERVICE CLASS (MUTUAL FUND)
Basic Info 111.96 2.19(1.92%) June 05
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (33%) |
| Start Date: | 09/28/2001 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 0.13% |
| 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 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.9 | 10.9 | 20.6 | 12.6 | 4.7 | 7.9 | 7.9 | 6.6 | 7.2 | 4.6 | 10.4 | 13.0 | -15.7 | 21.2 | 10.1 | 22.3 | -13.6 | 13.0 | 17.4 | -4.8 | 6.8 | 29.8 | 14.3 | -4.8 | 22.7 | 33.0 | -38.9 | 4.8 | 6.8 | 8.6 | 13.6 | 31.7 | -20.8 | 18.3 |
| Sharpe Ratio | NA | 1.47 | 1.16 | 0.52 | 0.11 | 0.3 | NA | NA | 0.28 | 0.08 | 0.43 | 0.54 | -0.66 | 1.17 | 0.25 | 1.46 | -0.93 | 1.29 | 1.09 | -0.32 | 0.52 | 2.25 | 0.95 | -0.17 | 1.07 | 1.02 | -0.92 | 0.1 | 0.25 | 0.51 | 0.95 | 1.88 | -0.87 | 4.66 |
| Draw Down(%) | NA | 9.1 | 9.1 | 24.9 | 25.2 | 42.1 | NA | NA | 58.1 | 22.5 | 8.5 | 15.5 | 23.9 | 8.5 | 42.1 | 8.7 | 23.9 | 5.7 | 11.6 | 13.0 | 11.3 | 7.5 | 11.7 | 27.2 | 17.9 | 28.0 | 54.1 | 12.2 | 13.3 | 8.3 | 11.2 | 14.2 | 34.2 | 4.2 |
| Standard Deviation(%) | NA | 16.8 | 15.6 | 17.9 | 19.7 | 20.8 | NA | NA | 21.4 | 20.9 | 15.9 | 17.5 | 25.9 | 18.0 | 39.3 | 14.3 | 16.2 | 9.6 | 15.8 | 14.9 | 13.2 | 13.2 | 15.2 | 28.9 | 21.2 | 32.3 | 43.2 | 16.3 | 13.9 | 12.6 | 13.3 | 16.5 | 25.3 | 19.8 |
| Treynor Ratio | NA | 0.22 | 0.15 | 0.08 | 0.02 | 0.06 | NA | NA | 0.06 | 0.02 | 0.06 | 0.09 | -0.18 | 0.19 | 0.11 | 0.2 | -0.16 | 0.11 | 0.17 | -0.05 | 0.07 | 0.29 | 0.15 | -0.05 | 0.23 | 0.33 | -0.41 | 0.02 | 0.03 | 0.06 | 0.12 | 0.31 | -0.22 | 1.06 |
| Alpha | NA | 0.01 | 0.0 | -0.02 | -0.01 | -0.01 | NA | NA | -0.01 | -0.03 | -0.02 | -0.01 | 0.01 | -0.02 | -0.02 | -0.03 | -0.02 | -0.03 | 0.02 | -0.01 | -0.03 | -0.02 | 0.0 | -0.01 | -0.01 | -0.02 | 0.01 | 0.0 | -0.03 | -0.02 | -0.03 | -0.01 | -0.03 | 0.05 |
| Beta | NA | 1.11 | 1.16 | 1.15 | 1.06 | 1.01 | NA | NA | 0.99 | 1.14 | 1.2 | 1.09 | 0.97 | 1.1 | 0.93 | 1.05 | 0.97 | 1.16 | 0.99 | 0.96 | 1.02 | 1.04 | 0.99 | 1.05 | 0.97 | 0.99 | 0.96 | 0.97 | 1.09 | 1.02 | 1.04 | 1.0 | 0.98 | 0.87 |
| RSquared | NA | 0.86 | 0.87 | 0.91 | 0.91 | 0.85 | NA | NA | 0.92 | 0.93 | 0.9 | 0.91 | 0.94 | 0.84 | 0.76 | 0.89 | 0.94 | 0.89 | 0.91 | 0.96 | 0.93 | 0.95 | 0.94 | 0.98 | 0.98 | 0.99 | 0.98 | 0.97 | 0.97 | 0.96 | 0.96 | 0.96 | 0.94 | 0.75 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.1 | 0.2 | 0.0 | 0.0 | 3.3 | 0.3 | 6.9 | 2.9 | 9.3 | 0.0 | 0.1 | 1.1 | 2.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.9 | 0.0 | 0.0 | 0.3 | 0.0 | 0.0 | 0.5 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -44.9 | N/A | N/A | -100.0 | 973.1 | -94.5 | 96.7 | -67.4 | N/A | -100.0 | -94.8 | -39.9 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/19/2001
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See MID-CAP BLEND Asset Class Trend Rankings |
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