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UAPSX: ULTRASMALL-CAP PROFUND ULTRASMALL-CAP PROFUND SERVICE CLASS (MUTUAL FUND)
Basic Info 74.11 5.54(6.96%) June 05
| Asset Class: | Trading-Leveraged Equity |
| MyPlanIQ Rating: | (39%) |
| Start Date: | 03/20/2000 |
| Last Dividend Date: | 12/31/2024 |
| 12-Mo. Yield | 0.00% |
| Expenses | 2.60% |
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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 | Since 03/20/2000 |
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 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -6.0 | 25.4 | 67.5 | 22.3 | -0.7 | 9.4 | 9.8 | 5.5 | 3.6 | 11.7 | 9.3 | 21.1 | -44.3 | 21.9 | 12.7 | 45.4 | -27.7 | 23.9 | 37.9 | -14.2 | 4.0 | 84.2 | 27.3 | -19.9 | 48.0 | 34.9 | -66.1 | -13.3 | 27.4 | -0.9 | 30.7 | 96.9 | -45.6 | -15.7 | -32.9 |
| Sharpe Ratio | NA | 1.61 | 1.67 | 0.45 | -0.07 | 0.16 | NA | NA | 0.05 | 0.19 | 0.14 | 0.44 | -0.81 | 0.5 | 0.14 | 1.37 | -0.8 | 0.98 | 1.02 | -0.42 | 0.12 | 2.85 | 0.81 | -0.3 | 0.95 | 0.49 | -0.72 | -0.4 | 0.69 | -0.1 | 0.83 | 2.55 | -0.84 | -0.38 | -0.65 |
| Draw Down(%) | NA | 22.5 | 22.5 | 50.0 | 62.8 | 72.6 | NA | NA | 88.3 | 43.8 | 20.0 | 37.2 | 50.5 | 23.9 | 69.1 | 20.2 | 48.4 | 12.9 | 30.0 | 31.2 | 26.0 | 10.8 | 24.8 | 53.3 | 38.4 | 57.3 | 78.6 | 29.6 | 27.9 | 24.3 | 28.4 | 25.1 | 63.1 | 51.8 | 47.4 |
| Standard Deviation(%) | NA | 41.5 | 38.9 | 42.4 | 45.2 | 47.2 | NA | NA | 49.3 | 45.8 | 41.5 | 40.0 | 56.4 | 43.9 | 86.0 | 32.0 | 36.5 | 24.0 | 37.1 | 33.5 | 32.7 | 29.5 | 33.9 | 66.5 | 50.6 | 70.8 | 93.5 | 41.6 | 34.7 | 32.7 | 36.0 | 37.7 | 55.7 | 48.0 | 67.7 |
| Treynor Ratio | NA | 0.26 | 0.25 | 0.08 | -0.01 | 0.04 | NA | NA | 0.01 | 0.04 | 0.02 | 0.07 | -0.21 | 0.09 | 0.06 | 0.2 | -0.15 | 0.08 | 0.15 | -0.07 | 0.02 | 0.35 | 0.11 | -0.07 | 0.18 | 0.14 | -0.32 | -0.07 | 0.08 | -0.01 | 0.11 | 0.52 | -0.36 | -0.1 | -0.19 |
| Alpha | NA | 0.06 | 0.01 | -0.06 | -0.07 | -0.05 | NA | NA | -0.02 | -0.06 | -0.13 | -0.11 | -0.02 | -0.14 | 0.01 | -0.07 | -0.07 | -0.13 | 0.04 | -0.06 | -0.09 | -0.01 | -0.03 | -0.05 | 0.05 | -0.05 | 0.06 | -0.07 | -0.04 | -0.03 | 0.02 | 0.11 | -0.07 | 0.07 | -0.01 |
| Beta | NA | 2.59 | 2.63 | 2.3 | 2.26 | 2.13 | NA | NA | 2.17 | 2.15 | 2.43 | 2.42 | 2.14 | 2.51 | 1.94 | 2.21 | 1.9 | 2.91 | 2.47 | 1.92 | 2.4 | 2.39 | 2.39 | 2.72 | 2.62 | 2.45 | 2.1 | 2.38 | 3.11 | 2.85 | 2.76 | 1.84 | 1.32 | 1.93 | 2.29 |
| RSquared | NA | 0.75 | 0.68 | 0.65 | 0.71 | 0.69 | NA | NA | 0.73 | 0.77 | 0.55 | 0.62 | 0.85 | 0.56 | 0.66 | 0.74 | 0.79 | 0.66 | 0.76 | 0.8 | 0.7 | 0.81 | 0.81 | 0.92 | 0.88 | 0.89 | 0.87 | 0.85 | 0.81 | 0.81 | 0.73 | 0.7 | 0.4 | 0.75 | 0.53 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.3 | 0.1 | 0.3 | 0.3 | 0.3 | N/A | 0.0 | 0.5 | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 2.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | -100.0 | N/A | -21.8 | 27.6 | N/A | N/A | N/A | -100.0 | 147.0 | N/A | N/A | N/A | N/A | -100.0 | -97.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/20/2000
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