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ProFunds Ultra Dow 30 ProFund (UDPIX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US74318A5395

CUSIP

74318A539

Issuer

ProFunds

Inception Date

Jun 2, 2002

Min. Investment

$15,000

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

UDPIX has a high expense ratio of 1.54%, indicating higher-than-average management fees.


Expense ratio chart for UDPIX: current value at 1.54% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.54%

Share Price Chart


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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 Ultra Dow 30 ProFund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
14.31%
9.31%
UDPIX (ProFunds Ultra Dow 30 ProFund)
Benchmark (^GSPC)

Returns By Period

ProFunds Ultra Dow 30 ProFund had a return of 9.19% year-to-date (YTD) and 25.16% in the last 12 months. Over the past 10 years, ProFunds Ultra Dow 30 ProFund had an annualized return of 14.68%, outperforming the S&P 500 benchmark which had an annualized return of 11.31%.


UDPIX

YTD

9.19%

1M

4.90%

6M

14.31%

1Y

25.16%

5Y*

10.39%

10Y*

14.68%

^GSPC (Benchmark)

YTD

4.46%

1M

2.46%

6M

9.31%

1Y

23.49%

5Y*

13.03%

10Y*

11.31%

*Annualized

Monthly Returns

The table below presents the monthly returns of UDPIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20258.94%9.19%
20241.85%4.33%3.80%-10.31%4.46%1.82%8.34%3.19%3.16%-3.20%15.24%-11.96%19.17%
20235.19%-8.32%3.37%4.56%-6.94%8.74%6.33%-4.68%-7.35%-3.28%18.27%9.37%23.94%
2022-6.72%-6.84%4.45%-9.94%-0.09%-13.35%13.52%-7.96%-17.42%28.86%11.49%-8.68%-19.89%
2021-4.18%6.65%13.63%5.30%4.15%-0.29%2.36%2.74%-8.53%11.87%-7.21%4.24%32.17%
2020-2.23%-19.24%-32.38%21.47%8.76%2.23%4.69%16.02%-4.87%-9.24%25.08%4.47%-1.19%
201914.31%7.72%-0.14%4.90%-12.79%14.60%1.76%-3.45%3.72%0.64%8.01%1.87%45.48%
201811.49%-8.76%-7.64%-0.03%2.34%-1.37%9.45%4.70%3.59%-10.47%3.48%-17.35%-13.82%
20170.88%10.22%-1.60%2.59%1.11%3.17%5.09%0.94%4.02%8.73%8.21%1.86%54.86%
2016-11.14%1.02%14.61%0.97%0.61%1.44%5.70%0.26%-1.20%-1.83%11.76%6.67%29.89%
2015-7.43%12.03%-4.09%0.60%2.41%-4.40%0.78%-12.60%-3.24%17.45%1.12%-3.59%-4.41%
2014-10.52%8.45%1.47%1.38%2.08%1.23%-3.16%7.04%-0.77%3.76%5.64%-0.23%16.02%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of UDPIX is 59, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of UDPIX is 5959
Overall Rank
The Sharpe Ratio Rank of UDPIX is 5252
Sharpe Ratio Rank
The Sortino Ratio Rank of UDPIX is 5656
Sortino Ratio Rank
The Omega Ratio Rank of UDPIX is 5252
Omega Ratio Rank
The Calmar Ratio Rank of UDPIX is 7878
Calmar Ratio Rank
The Martin Ratio Rank of UDPIX is 5858
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for ProFunds Ultra Dow 30 ProFund (UDPIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for UDPIX, currently valued at 1.02, compared to the broader market-1.000.001.002.003.004.001.021.74
The chart of Sortino ratio for UDPIX, currently valued at 1.52, compared to the broader market0.002.004.006.008.0010.0012.001.522.35
The chart of Omega ratio for UDPIX, currently valued at 1.19, compared to the broader market1.002.003.004.001.191.32
The chart of Calmar ratio for UDPIX, currently valued at 1.58, compared to the broader market0.005.0010.0015.0020.001.582.61
The chart of Martin ratio for UDPIX, currently valued at 4.37, compared to the broader market0.0020.0040.0060.0080.004.3710.66
UDPIX
^GSPC

The current ProFunds Ultra Dow 30 ProFund Sharpe ratio is 1.02. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of ProFunds Ultra Dow 30 ProFund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50SeptemberOctoberNovemberDecember2025February
1.02
1.74
UDPIX (ProFunds Ultra Dow 30 ProFund)
Benchmark (^GSPC)

Dividends

Dividend History

ProFunds Ultra Dow 30 ProFund provided a 0.81% dividend yield over the last twelve months, with an annual payout of $0.70 per share.


0.00%0.20%0.40%0.60%0.80%1.00%$0.00$0.10$0.20$0.30$0.40$0.50$0.60$0.7020172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017
Dividend$0.70$0.70$0.64$0.00$0.00$0.00$0.30$0.34$0.01

Dividend yield

0.81%0.88%0.95%0.00%0.00%0.00%0.58%0.93%0.02%

Monthly Dividends

The table displays the monthly dividend distributions for ProFunds Ultra Dow 30 ProFund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.70$0.70
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.64$0.64
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.30$0.30
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.34$0.34
2017$0.01$0.01

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.


-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-4.30%
0
UDPIX (ProFunds Ultra Dow 30 ProFund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the ProFunds Ultra Dow 30 ProFund. 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 Ultra Dow 30 ProFund was 82.04%, occurring on Mar 9, 2009. Recovery took 1108 trading sessions.

The current ProFunds Ultra Dow 30 ProFund drawdown is 4.30%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-82.04%Oct 10, 2007354Mar 9, 20091108Aug 2, 20131462
-63.4%Feb 13, 202027Mar 23, 2020233Feb 24, 2021260
-47.22%Jun 6, 200287Oct 9, 2002302Dec 22, 2003389
-42.88%Nov 9, 2021225Sep 30, 2022368Mar 20, 2024593
-34.72%Oct 4, 201856Dec 24, 2018137Jul 12, 2019193

Volatility

Volatility Chart

The current ProFunds Ultra Dow 30 ProFund volatility is 5.18%, 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.


2.00%4.00%6.00%8.00%10.00%SeptemberOctoberNovemberDecember2025February
5.18%
3.07%
UDPIX (ProFunds Ultra Dow 30 ProFund)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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