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
UGPSX: ULTRACHINA PROFUND ULTRACHINA PROFUND SERVICE CLASS (MUTUAL FUND)
Basic Info 14.27 0.98(6.43%) June 05
| Asset Class: | Trading-Leveraged Equity |
| MyPlanIQ Rating: | (23%) |
| Start Date: | 02/05/2008 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 6.45% |
| Expenses | 2.74% |
| 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 | Since 02/05/2008 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -5.1 | -34.1 | -25.9 | -9.5 | -37.3 | -15.0 | -12.8 | -14.2 | 35.0 | -22.6 | -12.6 | -53.5 | -74.1 | 74.5 | 38.6 | -47.1 | 103.8 | -17.1 | -7.9 | -3.4 | 50.5 | 12.4 | -43.8 | 17.4 | 88.7 | -79.5 |
| Sharpe Ratio | NA | -1.17 | -0.55 | -0.2 | -0.49 | -0.25 | NA | -0.23 | 0.5 | -0.37 | -0.24 | -0.46 | -0.95 | 1.15 | 0.82 | -0.94 | 3.49 | -0.4 | -0.15 | -0.08 | 1.31 | 0.31 | -0.71 | 0.34 | 1.15 | -0.66 |
| Draw Down(%) | NA | 43.6 | 55.4 | 55.4 | 92.7 | 96.3 | NA | 96.3 | 48.4 | 45.9 | 52.1 | 80.3 | 85.2 | 48.0 | 40.1 | 60.5 | 14.1 | 37.2 | 54.9 | 33.2 | 26.7 | 37.3 | 58.7 | 30.3 | 50.2 | 89.4 |
| Standard Deviation(%) | NA | 55.4 | 52.4 | 64.9 | 81.2 | 67.7 | NA | 66.6 | 64.4 | 71.0 | 67.1 | 119.3 | 78.0 | 64.4 | 45.3 | 51.7 | 29.7 | 43.7 | 51.7 | 40.6 | 38.7 | 40.7 | 62.0 | 50.3 | 76.9 | 126.5 |
| Treynor Ratio | NA | -0.26 | -0.12 | -0.07 | -0.2 | -0.09 | NA | -0.07 | 0.2 | -0.19 | -0.07 | -0.23 | -0.37 | 0.62 | 0.14 | -0.23 | 0.48 | -0.07 | -0.04 | -0.01 | 0.2 | 0.05 | -0.19 | 0.08 | 0.37 | -0.32 |
| Alpha | NA | -0.51 | -0.27 | -0.09 | -0.16 | -0.08 | NA | -0.08 | 0.09 | -0.12 | -0.18 | 0.15 | -0.63 | 0.19 | -0.13 | -0.17 | 0.13 | -0.16 | 0.0 | -0.11 | -0.09 | -0.06 | -0.2 | -0.03 | 0.11 | -0.04 |
| Beta | NA | 2.46 | 2.35 | 1.81 | 2.04 | 1.79 | NA | 2.17 | 1.65 | 1.36 | 2.48 | 2.35 | 2.02 | 1.19 | 2.75 | 2.15 | 2.18 | 2.53 | 2.08 | 2.38 | 2.53 | 2.31 | 2.34 | 2.29 | 2.42 | 2.65 |
| RSquared | NA | 0.38 | 0.3 | 0.17 | 0.17 | 0.22 | NA | 0.41 | 0.23 | 0.06 | 0.23 | 0.21 | 0.12 | 0.41 | 0.58 | 0.51 | 0.24 | 0.58 | 0.39 | 0.45 | 0.53 | 0.53 | 0.78 | 0.68 | 0.73 | 0.78 |
| Yield(%) | N/A | 0.0 | 6.4 | 3.4 | 2.7 | 2.7 | 1.3 | N/A | 7.9 | 1.6 | 17.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.1 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 292.8 | N/A | 2732.9 | N/A | N/A | N/A | 292.8 | -33.3 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/05/2008
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 Trading-Leveraged Equity Asset Class Trend Rankings |
Top Rated Funds in Trading-Leveraged Equity
Best Mutual Funds
- RYEUX (EUROPE 1.25X STRATEGY FUND CLASS H) (100%)
- PMPIX (PRECIOUS METALS ULTRASECTOR PROFUND PRECIOUS METALS ULTRASECTOR PROFUND INVESTOR CLASS) (84%)
- BIPIX (BIOTECHNOLOGY ULTRASECTOR PROFUND BIOTECHNOLOGY ULTRASECTOR PROFUND INVESTOR CLASS) (83%)
- ENPIX (OIL & GAS ULTRASECTOR PROFUND OIL & GAS ULTRASECTOR PROFUND INVESTOR CLASS) (82%)
- UTPIX (UTILITIES ULTRASECTOR PROFUND UTILITIES ULTRASECTOR PROFUND INVESTOR CLASS) (81%)
- PHPIX (PHARMACEUTICALS ULTRASECTOR PROFUND PHARMACEUTICALS ULTRASECTOR PROFUND INVESTOR CLASS) (80%)
- HCPIX (HEALTH CARE ULTRASECTOR PROFUND HEALTH CARE ULTRASECTOR PROFUND INVESTOR CLASS) (80%)
- CNPIX (CONSUMER GOODS ULTRASECTOR PROFUND CONSUMER GOODS ULTRASECTOR PROFUND INVESTOR CLASS) (79%)
- UOPIX (Ultra Nasdaq-100 Profunds Investor Clas) (78%)
- TEPIX (TECHNOLOGY ULTRASECTOR PROFUND TECHNOLOGY ULTRASECTOR PROFUND INVESTOR CLASS) (77%)
Best ETFs
- ROM (ProShares Ultra Technology) (99%)
- ERX (Direxion Daily Energy Bull 2X Shares) (98%)
- FAS (Direxion Daily Financial Bull 3X Shares) (97%)
- SSO (ProShares Ultra S&P 500) (95%)
- TNA (Direxion Daily Small Cap Bull 3X Shares) (94%)
- LTL (ProShares Ultra Communication Services) (91%)
- RXL (ProShares Ultra Health Care) (91%)
- UCC (ProShares Ultra Consumer Discretionary) (90%)
- URE (ProShares Ultra Real Estate) (88%)
- DRN (Direxion Daily Real Estate Bull 3X Shares) (62%)
Latest Articles Related to UGPSX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
