ProFunds UltraMid Cap Fund (UMPIX)

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The chart shows the growth of an initial investment of $10,000 in ProFunds UltraMid Cap Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

ProFunds UltraMid Cap Fund (UMPIX) has returned -2.94% so far this year and 16.94% over the past 12 months. Over the last ten years, UMPIX has returned 10.92% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Feb 7, 2000, UMPIX's average daily return is +0.07%, while the average monthly return is +1.26%. At this rate, your investment would double in approximately 4.6 years.

Historically, 60% of months were positive and 40% were negative. The best month was Nov 2020 with a return of +29.7%, while the worst month was Mar 2020 at -42.8%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.

On a daily basis, UMPIX closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +21.5%, while the worst single day was Mar 12, 2020 at -30.8%.

ProFunds UltraMid Cap Fund has an annualized alpha of 2.51%, beta of 2.05, and R² of 0.83 versus S&P 500 Index. Calculated based on daily prices since February 08, 2000.

• This fund captured 255.38% of S&P 500 Index gains and 173.54% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• This fund generated an annualized alpha of 2.51% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• Beta of 2.05 means this fund moves significantly more than S&P 500 Index — expect amplified gains in rallies and amplified losses in downturns.

UMPIX has a high expense ratio of 1.51%, indicating above-average management fees.

UMPIX ranks 17 for risk / return — in the bottom 17% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for ProFunds UltraMid Cap Fund (UMPIX) and compare them to a chosen benchmark (S&P 500 Index).

ProFunds UltraMid Cap Fund provided a 0.19% dividend yield over the last twelve months, with an annual payout of $0.13 per share.

The table displays the monthly dividend distributions for ProFunds UltraMid Cap Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the ProFunds UltraMid Cap 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 UltraMid Cap Fund was 85.51%, occurring on Mar 9, 2009. Recovery took 1049 trading sessions.

The current ProFunds UltraMid Cap Fund drawdown is 17.70%.

The chart below shows the rolling one-month volatility.