ProFunds Small Cap Growth Fund (SGPIX)
The investment seeks investment results, before fees and expenses, that track the performance of the S&P SmallCap 600 Growth Index. The fund invests in financial instruments that ProFund Advisors believes, in combination, should track the performance of the index. The index is designed to provide a comprehensive measure of small-cap U.S. equity growth performance. It is an unmanaged float-adjusted, market capitalization-weighted index comprising of stocks from the S&P SmallCap 600 that have been identified as being on the growth end of the growth-value spectrum as determined by S&P Dow Jones Indices LLC.
Fund Info
US74318Q8649
74318Q864
Sep 4, 2001
$15,000
Small-Cap
Growth
Expense Ratio
SGPIX has a high expense ratio of 1.60%, indicating higher-than-average management fees.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in ProFunds Small Cap Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
ProFunds Small Cap Growth Fund had a return of 1.59% year-to-date (YTD) and 7.95% in the last 12 months. Over the past 10 years, ProFunds Small Cap Growth Fund had an annualized return of 5.05%, while the S&P 500 had an annualized return of 11.26%, indicating that ProFunds Small Cap Growth Fund did not perform as well as the benchmark.
SGPIX
1.59%
-3.01%
0.22%
7.95%
3.30%
5.05%
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of SGPIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.80% | 1.59% | |||||||||||
| 2024 | -2.69% | 4.22% | 2.95% | -4.90% | 5.25% | -1.97% | 9.64% | -1.80% | 0.64% | -3.73% | 10.93% | -10.67% | 5.89% |
| 2023 | 7.06% | -0.94% | -4.09% | -3.19% | 0.19% | 7.77% | 4.82% | -3.50% | -5.72% | -5.30% | 7.34% | 11.02% | 14.43% |
| 2022 | -10.27% | 0.24% | 0.07% | -9.65% | 1.17% | -8.21% | 11.40% | -4.80% | -9.38% | 9.80% | 4.29% | -10.45% | -25.57% |
| 2021 | 6.15% | 4.36% | 0.90% | 1.93% | -0.03% | 1.44% | -0.23% | 1.96% | -3.51% | 3.95% | -2.21% | -3.69% | 11.02% |
| 2020 | -1.76% | -9.17% | -19.76% | 11.65% | 5.67% | 3.70% | 5.38% | 2.83% | -4.30% | 1.52% | 17.08% | 8.76% | 17.43% |
| 2019 | 8.90% | 4.35% | -2.87% | 3.29% | -7.66% | 6.97% | 0.95% | -4.04% | 0.83% | 1.88% | 3.26% | 2.81% | 18.95% |
| 2018 | 3.44% | -3.70% | 2.38% | 0.19% | 6.96% | 1.23% | 3.59% | 6.46% | -3.46% | -11.23% | 2.40% | -15.65% | -9.70% |
| 2017 | 0.06% | 1.59% | 0.31% | 1.04% | -2.18% | 2.80% | 1.16% | -2.65% | 6.77% | 1.11% | 3.13% | -0.78% | 12.73% |
| 2016 | -6.63% | -0.00% | 6.87% | 0.12% | 2.66% | 0.27% | 4.85% | 1.48% | 0.31% | -5.36% | 11.64% | 3.32% | 19.83% |
| 2015 | -1.96% | 6.02% | 2.06% | -3.01% | 2.05% | 1.44% | 0.90% | -6.00% | -3.30% | 5.57% | 2.50% | -6.98% | -1.67% |
| 2014 | -4.26% | 4.11% | -0.13% | -3.55% | -0.30% | 5.43% | -6.13% | 3.91% | -4.78% | 6.80% | -1.10% | -4.30% | -5.24% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SGPIX is 18, meaning it’s performing worse than 82% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for ProFunds Small Cap Growth Fund (SGPIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the ProFunds Small Cap Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the ProFunds Small Cap Growth Fund was 61.39%, occurring on Mar 9, 2009. Recovery took 588 trading sessions.
The current ProFunds Small Cap Growth Fund drawdown is 18.54%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.39% | Oct 10, 2007 | 354 | Mar 9, 2009 | 588 | Jul 7, 2011 | 942 |
| -45.52% | Sep 4, 2018 | 390 | Mar 23, 2020 | 186 | Dec 15, 2020 | 576 |
| -38.09% | Apr 17, 2002 | 227 | Mar 12, 2003 | 268 | Apr 5, 2004 | 495 |
| -37.06% | Nov 9, 2021 | 495 | Oct 27, 2023 | — | — | — |
| -26.79% | Jul 8, 2011 | 61 | Oct 3, 2011 | 120 | Mar 26, 2012 | 181 |
Volatility
Volatility Chart
The current ProFunds Small Cap Growth Fund volatility is 3.91%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.