Energy Ultrasector Profund - Investor Class: (MF: ENPIX)
(NASDAQ Mutual Funds) As of Jul 15, 2025 08:00 PM ET
$39.54 USD
-0.87 (-2.15%)
Latest Performance as of Jun 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | -2.92 | 95 |
3 months | -14.47 | 97 |
6 months | -2.92 | 95 |
1 Year | -11.52 | 95 |
3 Year | 7.23 | 72 |
5 Year | 26.76 | 21 |
10 Year | 0.26 | 85 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 460.78 |
Bear Market (10/07 - 2/09) | -64.61 |
Bull Market (2/09 - 3/21) | 115.78 |
Load Adjusted Returns as of Jun 30, 2025
1 Year | -11.52 |
5 Year | 26.76 |
10 Year | 0.27 |
Since Inception | 3.68 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | 13.51 | -14.47 | NA | NA |
2024 | 19.29 | -5.96 | -5.15 | -3.90 |
2023 | -8.44 | -3.32 | 17.26 | -10.81 |
2022 | 59.68 | -10.39 | 3.40 | 29.81 |
2021 | 46.20 | 16.94 | -3.35 | 10.35 |
2020 | -68.81 | 45.82 | -28.17 | 41.65 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | -2.92 | 2.23 | -7.44 | 92.05 | 82.35 | -53.72 | 8.89 | -30.52 | -5.58 | 35.52 | -34.02 |
% Total Return Rel to Index | -9.12 | -22.78 | -33.68 | 110.26 | 53.66 | -72.13 | -22.59 | -26.13 | -27.38 | 23.58 | -35.41 |
% Total Return Rel to Peer | -8.24 | -11.66 | -15.03 | 68.04 | 46.22 | -38.25 | -1.35 | -8.80 | -4.48 | 9.08 | -6.72 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 1.00 | 1.00 | 5.00 | 4.00 | 5.00 | 4.00 | 1.00 | 4.00 |
% Dividends | 0.00 | 1.25 | 0.34 | 0.76 | 0.36 | 0.22 | 0.00 | 0.45 | 0.32 | 0.23 | 0.16 |
% Yield | 0.00 | 3.01 | 2.99 | 1.64 | 1.50 | 1.66 | 0.00 | 1.66 | 0.79 | 0.53 | 0.52 |
Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.43 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Expense Ratio | 1.63 | 1.57 | 1.58 | 1.51 | 1.64 | 1.87 | 1.74 | 1.56 | 1.60 | 1.54 | 1.60 |
* 1 = Top 20%, 5 = Bottom 20%