Communication Services Ultrasector Profund Investor Class: (MF: WCPIX)
(NASDAQ Mutual Funds) As of May 23, 2025 08:00 PM ET
$48.36 USD
-0.35 (-0.72%)
Latest Performance as of Apr 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | -3.78 | 14 |
3 months | -11.31 | 28 |
6 months | 3.11 | 10 |
1 Year | 29.89 | 4 |
3 Year | 21.20 | 5 |
5 Year | 16.48 | 30 |
10 Year | 13.58 | 62 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 331.25 |
Bear Market (10/07 - 2/09) | -90.15 |
Bull Market (2/09 - 3/21) | 1,063.23 |
Load Adjusted Returns as of Apr 30, 2025
1 Year | 23.12 |
5 Year | 21.53 |
10 Year | 14.38 |
Since Inception | -8.21 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -1.33 | NA | NA | NA |
2024 | 18.26 | 7.60 | 5.76 | 9.65 |
2023 | 31.28 | 17.47 | 0.12 | 15.33 |
2022 | -17.55 | -30.95 | -18.26 | -1.30 |
2021 | 12.46 | 15.61 | -1.92 | -5.07 |
2020 | -27.25 | 33.70 | 14.33 | 20.31 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | -3.78 | 47.58 | 78.08 | -54.07 | 21.05 | 33.80 | 21.58 | 22.31 | -1.69 | 42.56 | 7.88 |
% Total Return Rel to Index | 1.13 | 22.56 | 51.83 | -35.87 | -7.62 | 15.39 | -9.90 | 26.70 | -23.48 | 30.62 | 6.49 |
% Total Return Rel to Peer | 5.17 | 17.54 | 30.62 | -16.98 | 3.02 | -15.58 | -16.62 | 26.17 | -36.14 | 31.88 | 3.93 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 2.00 | 5.00 | 5.00 | 1.00 | 5.00 | 1.00 | 2.00 |
% Dividends | 0.00 | 0.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.71 | 0.00 | 0.00 | 0.00 | 0.00 |
% Yield | 0.00 | 0.07 | 0.10 | 0.00 | 0.00 | 0.00 | 2.80 | 0.00 | 0.00 | 0.00 | 0.00 |
Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.29 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Expense Ratio | 1.67 | 1.78 | 1.78 | 1.78 | 1.82 | 2.11 | 1.62 | 1.78 | 1.78 | 1.78 | 1.78 |
* 1 = Top 20%, 5 = Bottom 20%