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Ultrabull Profund Investor Shares: (MF: ULPIX)

(NASDAQ Mutual Funds) As of Sep 18, 2024 08:00 PM ET

$130.45 USD

-0.79 (-0.60%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 34.08 1
3 months 12.43 1
6 months 18.80 1
1 Year 47.20 1
3 Year 9.48 1
5 Year 22.19 4
10 Year 18.57 2

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 201.32
Bear Market (10/07 - 2/09) -81.23
Bull Market (2/09 - 3/21) 3,542.68

Load Adjusted Returns as of Aug 31, 2024

1 Year 43.08
5 Year 20.69
10 Year 18.56
Since Inception 8.41

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 19.28 7.46 NA NA
2023 12.74 15.68 -8.40 21.86
2022 -10.52 -31.50 -11.62 12.31
2021 11.47 16.75 0.31 21.94
2020 -41.43 40.20 17.03 24.07
2019 26.99 7.03 1.64 16.88

Annual Return

20242023202220212020201920182017201620152014
% Total Return 34.0845.58-39.1659.2319.2461.50-15.0142.7620.26-2.1124.23
% Total Return Rel to Index 14.5419.34-20.9630.540.8330.01-10.6220.978.32-3.5010.58
% Total Return Rel to Peer 19.1319.46-14.3044.40-6.5436.29-10.6023.5216.76-2.2918.57
% Perf Quintile vs Peer* 0.001.005.001.004.001.005.001.001.004.001.00
% Dividends 0.870.020.000.000.400.000.060.000.000.000.00
% Yield 0.620.830.000.000.410.000.120.000.000.000.00
Capital Gains ($) 0.000.007.076.9610.170.000.220.000.000.000.00
Expense Ratio 1.511.521.461.511.601.501.401.421.461.521.57

* 1 = Top 20%, 5 = Bottom 20%