| Low Risk |
Medium Risk |
High Risk |
Model 1 - ProFunds: Mutual Funds - Core-Plus™
YTD Performance - Updated Through Friday, February 26, 2010
| Return |
| Year |
Risk |
CONSERV |
GROWTH |
AGGR |
S&P 500 |
NASDAQ |
Trades |
| 2010 |
Low |
-0.87 |
-0.88 |
-1.32 |
-0.95 |
-1.36 |
1 |
| 2010 |
Medium |
-1.78 |
-2.69 |
-3.73 |
-0.95 |
-1.36 |
1 |
| 2010 |
High |
-3.51 |
-5.29 |
-7.19 |
-0.95 |
-1.36 |
1 |
| Standard Deviation |
| Year |
Risk |
CONSERV |
GROWTH |
AGGR |
S&P 500 |
NASDAQ |
Trades |
| 2010 |
Low |
0.56 |
0.49 |
0.62 |
4.91 |
5.13 |
1 |
| 2010 |
Medium |
0.84 |
1.22 |
1.64 |
4.91 |
5.13 |
1 |
| 2010 |
High |
1.59 |
2.39 |
3.23 |
4.91 |
5.13 |
1 |
| Maximum Drawdown |
| Year |
Risk |
CONSERV |
GROWTH |
AGGR |
S&P 500 |
NASDAQ |
Trades |
| 2010 |
Low |
-1.47 |
-1.34 |
-1.66 |
-8.13 |
-8.40 |
1 |
| 2010 |
Medium |
-2.28 |
-3.10 |
-4.08 |
-8.13 |
-8.40 |
1 |
| 2010 |
High |
-4.05 |
-5.77 |
-7.65 |
-8.13 |
-8.40 |
1 |
| Ulcer Index |
| Year |
Risk |
CONSERV |
GROWTH |
AGGR |
S&P 500 |
NASDAQ |
Trades |
| 2010 |
Low |
0.82 |
0.71 |
0.78 |
4.47 |
4.62 |
1 |
| 2010 |
Medium |
1.09 |
1.41 |
1.82 |
4.47 |
4.62 |
1 |
| 2010 |
High |
1.87 |
2.60 |
3.42 |
4.47 |
4.62 |
1 |
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.
|