| Low Risk |
Medium Risk |
High Risk |
Model 1 - ProFunds: Mutual Funds - Core-Plus™
YTD Performance - Updated Through Wednesday, December 31, 2008
| Return |
| Year |
Risk |
CONSERV |
GROWTH |
AGGR |
S&P 500 |
NASDAQ |
Trades |
| 2009 |
Low |
-10.00 |
-6.86 |
-3.96 |
-38.49 |
-40.54 |
7 |
| 2009 |
Medium |
-6.30 |
-3.27 |
-0.78 |
-38.49 |
-40.54 |
7 |
| 2009 |
High |
-7.16 |
-4.56 |
-2.49 |
-38.49 |
-40.54 |
7 |
| Standard Deviation |
| Year |
Risk |
CONSERV |
GROWTH |
AGGR |
S&P 500 |
NASDAQ |
Trades |
| 2009 |
Low |
1.64 |
1.73 |
2.09 |
11.80 |
11.81 |
7 |
| 2009 |
Medium |
2.81 |
3.82 |
4.86 |
11.80 |
11.81 |
7 |
| 2009 |
High |
5.63 |
7.83 |
9.85 |
11.80 |
11.81 |
7 |
| Maximum Drawdown |
| Year |
Risk |
CONSERV |
GROWTH |
AGGR |
S&P 500 |
NASDAQ |
Trades |
| 2009 |
Low |
-15.49 |
-13.88 |
-13.02 |
-48.76 |
-50.38 |
7 |
| 2009 |
Medium |
-17.91 |
-18.89 |
-20.07 |
-48.76 |
-50.38 |
7 |
| 2009 |
High |
-27.21 |
-31.44 |
-35.25 |
-48.76 |
-50.38 |
7 |
| Ulcer Index |
| Year |
Risk |
CONSERV |
GROWTH |
AGGR |
S&P 500 |
NASDAQ |
Trades |
| 2009 |
Low |
6.60 |
6.13 |
6.10 |
21.34 |
22.58 |
7 |
| 2009 |
Medium |
8.32 |
9.31 |
10.22 |
21.34 |
22.58 |
7 |
| 2009 |
High |
13.58 |
16.42 |
18.82 |
21.34 |
22.58 |
7 |
Low Risk = Moderate Capital Gains with below-market risk and volatility.
Medium Risk = Maximum Capital Gains, while accepting average market risk and volatility.
High Risk = Maximum Capital Gains, while accepting greater than market risk and volatility.
CONSERV = Conservative
GROWTH = Growth
AGGR = Aggressive
S&P 500 = S&P 500 Index
NASDAQ = NASDAQ Composite Index
TRADES = Number of times the Active portion of the portfolio changed from Long, Short or Cash.
¹ Standard Deviation (SD):
Within Core-Plus™, Standard Deviation is measured monthly.
For example, when you see SD = 4.0%, this means that most of the time (8
out of 12 months) the portfolio has gains or losses of no more than 4.0%
in a month. This monthly SD can be converted (approximately) to Morningstar’s
annual SD by multiplying the SD= value by 3.4 (the square root of 12).
² Maximum Drawdown (MD):
The maximum percentage loss from the highest point to the lowest point during
the given period of time.
³ Ulcer Index (UI):
Ulcer Index measures the ability of a portfolio to regain its value from
a previous high. It is calculated as the root-mean-square of the areas between
highs and the time it takes for the portfolio to reach those highs again.
It provides a measure of the magnitude of all of a portfolio’s losses.
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