BLPIX vs. FNWFX

Last updated Apr 1, 2026

Compare and contrast key facts about ProFunds Bull Investor Fund (BLPIX) and American Funds New World Fund Class F-3 (FNWFX).

BLPIX is managed by ProFunds. It was launched on Nov 30, 1997. FNWFX is managed by American Funds. It was launched on Jun 17, 1999.

Performance

BLPIX vs. FNWFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ProFunds Bull Investor Fund (BLPIX) and American Funds New World Fund Class F-3 (FNWFX). The values are adjusted to include any dividend payments, if applicable.

BLPIX vs. FNWFX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BLPIX ProFunds Bull Investor Fund	-7.48%	15.01%	20.24%	24.13%	-19.81%	23.73%	16.04%	28.97%	-6.09%	17.46%
FNWFX American Funds New World Fund Class F-3	-3.98%	28.67%	6.88%	16.24%	-21.77%	5.09%	25.30%	28.02%	-12.00%	25.87%

Returns By Period

In the year-to-date period, BLPIX achieves a -7.48% return, which is significantly lower than FNWFX's -3.98% return.

BLPIX

• 1D: -0.41%
• 1M: -7.83%
• YTD: -7.48%
• 6M: -5.44%
• 1Y: 11.71%
• 3Y*: 14.07%
• 5Y*: 8.32%
• 10Y*: 11.09%

FNWFX

• 1D: -0.63%
• 1M: -11.95%
• YTD: -3.98%
• 6M: 0.15%
• 1Y: 21.48%
• 3Y*: 12.90%
• 5Y*: 4.60%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BLPIX vs. FNWFX - Expense Ratio Comparison

BLPIX has a 1.50% expense ratio, which is higher than FNWFX's 0.57% expense ratio.

BLPIX

ProFunds Bull Investor Fund

FNWFX

American Funds New World Fund Class F-3

Return for Risk

BLPIX vs. FNWFX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BLPIX

BLPIX Risk / Return Rank: 32
BLPIX Sharpe Ratio Rank: 29
BLPIX Sortino Ratio Rank: 31
BLPIX Omega Ratio Rank: 34
BLPIX Calmar Ratio Rank: 29
BLPIX Martin Ratio Rank: 36

FNWFX

FNWFX Risk / Return Rank: 71
FNWFX Sharpe Ratio Rank: 76
FNWFX Sortino Ratio Rank: 76
FNWFX Omega Ratio Rank: 72
FNWFX Calmar Ratio Rank: 64
FNWFX Martin Ratio Rank: 65

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BLPIX vs. FNWFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ProFunds Bull Investor Fund (BLPIX) and American Funds New World Fund Class F-3 (FNWFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	BLPIX	FNWFX	Difference
Sharpe ratio Return per unit of total volatility	0.69	1.35	-0.66
Sortino ratio Return per unit of downside risk	1.08	1.88	-0.80
Omega ratio Gain probability vs. loss probability	1.17	1.27	-0.10
Calmar ratio Return relative to maximum drawdown	0.83	1.44	-0.61
Martin ratio Return relative to average drawdown	3.84	6.14	-2.30
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BLPIX vs. FNWFX - Sharpe Ratio Comparison

The current BLPIX Sharpe Ratio is 0.69, which is lower than the FNWFX Sharpe Ratio of 1.35. The chart below compares the historical Sharpe Ratios of BLPIX and FNWFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	BLPIX	FNWFX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.69	1.35	-0.66
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.49	0.31	+0.19
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.63	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.33	0.57	-0.24

Correlation

The correlation between BLPIX and FNWFX is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

BLPIX vs. FNWFX - Dividend Comparison

BLPIX's dividend yield for the trailing twelve months is around 1.71%, less than FNWFX's 6.34% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
BLPIX ProFunds Bull Investor Fund	1.71%	1.58%	0.00%	0.03%	0.98%	6.68%	5.79%	1.64%	0.62%	0.00%
FNWFX American Funds New World Fund Class F-3	6.34%	6.09%	4.10%	2.88%	1.33%	7.32%	0.43%	4.04%	2.70%	2.27%

Drawdowns

BLPIX vs. FNWFX - Drawdown Comparison

The maximum BLPIX drawdown since its inception was -57.98%, which is greater than FNWFX's maximum drawdown of -33.40%. Use the drawdown chart below to compare losses from any high point for BLPIX and FNWFX.

Drawdown Indicators

	BLPIX	FNWFX	Difference
Max Drawdown Largest peak-to-trough decline	-57.98%	-33.40%	-24.58%
Max Drawdown (1Y) Largest decline over 1 year	-12.15%	-13.00%	+0.85%
Max Drawdown (5Y) Largest decline over 5 years	-26.11%	-33.40%	+7.29%
Max Drawdown (10Y) Largest decline over 10 years	-33.93%	—	—
Current Drawdown Current decline from peak	-9.21%	-13.00%	+3.79%
Average Drawdown Average peak-to-trough decline	-13.95%	-8.80%	-5.15%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.63%	3.05%	-0.42%

Volatility

BLPIX vs. FNWFX - Volatility Comparison

The current volatility for ProFunds Bull Investor Fund (BLPIX) is 4.24%, while American Funds New World Fund Class F-3 (FNWFX) has a volatility of 6.38%. This indicates that BLPIX experiences smaller price fluctuations and is considered to be less risky than FNWFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BLPIX	FNWFX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.24%	6.38%	-2.14%
Volatility (6M) Calculated over the trailing 6-month period	9.08%	10.73%	-1.65%
Volatility (1Y) Calculated over the trailing 1-year period	18.09%	15.45%	+2.64%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.90%	15.13%	+1.77%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.70%	16.31%	+1.39%