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Communication Services Ultrasector Profund Investor Class: (MF: WCPIX)
(NASDAQ Mutual Funds) As of May 24, 2024 08:00 PM ET
$152.55 USD
+2.86 (1.91%)
Zacks MF Rank
NA
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.30 | 23 |
| 3 months | 2.86 | 67 |
| 6 months | 29.38 | 41 |
| 1 Year | 41.96 | 32 |
| 3 Year | -4.24 | 82 |
| 5 Year | 10.82 | 75 |
| 10 Year | 11.19 | 85 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 331.25 |
| Bear Market (10/07 - 2/09) | -90.16 |
| Bull Market (2/09 - 3/21) | 759.26 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 60.45 |
| 5 Year | 11.95 |
| 10 Year | 11.08 |
| Since Inception | -9.34 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 18.26 | NA | NA | NA |
| 2023 | 31.25 | 17.48 | 0.11 | 15.34 |
| 2022 | -17.55 | -30.94 | -18.27 | -1.28 |
| 2021 | 12.46 | 15.61 | -1.92 | -5.07 |
| 2020 | -27.25 | 33.70 | 14.33 | 20.31 |
| 2019 | 8.30 | 0.05 | -0.01 | 12.21 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.30 | 78.06 | -54.06 | 21.05 | 33.80 | 21.58 | 22.31 | -1.69 | 42.56 | 7.88 | -19.57 |
| % Total Return Rel to Index | 3.26 | 51.81 | -35.86 | -7.62 | 15.39 | -9.90 | 26.70 | -23.48 | 30.62 | 6.49 | -33.21 |
| % Total Return Rel to Peer | 2.57 | 30.61 | -16.97 | 3.02 | -15.58 | -16.62 | 26.17 | -36.14 | 31.88 | 3.93 | -30.00 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 2.00 | 5.00 | 5.00 | 1.00 | 5.00 | 1.00 | 2.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.87 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.80 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 1.16 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 1.78 | 1.78 | 1.78 | 1.82 | 2.11 | 1.62 | 1.78 | 1.78 | 1.78 | 1.78 | 1.78 |
* 1 = Top 20%, 5 = Bottom 20%