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BMPIX vs. RMQAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BMPIX vs. RMQAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ProFunds Basic Materials UltraSector Fund (BMPIX) and Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fund (RMQAX). The values are adjusted to include any dividend payments, if applicable.

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BMPIX vs. RMQAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BMPIX
ProFunds Basic Materials UltraSector Fund
11.87%9.09%-5.35%15.30%-16.22%38.93%18.27%25.13%-26.81%34.96%
RMQAX
Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fund
-19.02%33.92%44.76%115.91%-59.93%56.36%101.06%80.80%-7.28%69.80%

Returns By Period

In the year-to-date period, BMPIX achieves a 11.87% return, which is significantly higher than RMQAX's -19.02% return. Over the past 10 years, BMPIX has underperformed RMQAX with an annualized return of 10.49%, while RMQAX has yielded a comparatively higher 30.14% annualized return.


BMPIX

1D
0.39%
1M
-11.85%
YTD
11.87%
6M
13.11%
1Y
18.80%
3Y*
7.48%
5Y*
6.04%
10Y*
10.49%

RMQAX

1D
-1.68%
1M
-16.37%
YTD
-19.02%
6M
-16.53%
1Y
31.63%
3Y*
33.85%
5Y*
15.55%
10Y*
30.14%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BMPIX vs. RMQAX - Expense Ratio Comparison

BMPIX has a 1.89% expense ratio, which is higher than RMQAX's 1.32% expense ratio.


Return for Risk

BMPIX vs. RMQAX — Risk / Return Rank

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

BMPIX
BMPIX Risk / Return Rank: 2727
Overall Rank
BMPIX Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
BMPIX Sortino Ratio Rank: 3232
Sortino Ratio Rank
BMPIX Omega Ratio Rank: 2626
Omega Ratio Rank
BMPIX Calmar Ratio Rank: 2828
Calmar Ratio Rank
BMPIX Martin Ratio Rank: 2525
Martin Ratio Rank

RMQAX
RMQAX Risk / Return Rank: 3636
Overall Rank
RMQAX Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
RMQAX Sortino Ratio Rank: 4343
Sortino Ratio Rank
RMQAX Omega Ratio Rank: 4242
Omega Ratio Rank
RMQAX Calmar Ratio Rank: 3636
Calmar Ratio Rank
RMQAX Martin Ratio Rank: 3131
Martin Ratio Rank
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.

BMPIX vs. RMQAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ProFunds Basic Materials UltraSector Fund (BMPIX) and Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fund (RMQAX). 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.


BMPIXRMQAXDifference

Sharpe ratio

Return per unit of total volatility

0.66

0.67

-0.01

Sortino ratio

Return per unit of downside risk

1.13

1.28

-0.15

Omega ratio

Gain probability vs. loss probability

1.14

1.18

-0.04

Calmar ratio

Return relative to maximum drawdown

0.81

0.96

-0.15

Martin ratio

Return relative to average drawdown

2.63

3.36

-0.73

BMPIX vs. RMQAX - Sharpe Ratio Comparison

The current BMPIX Sharpe Ratio is 0.66, which is comparable to the RMQAX Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of BMPIX and RMQAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


BMPIXRMQAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.66

0.67

-0.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.21

0.34

-0.13

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.33

0.65

-0.33

Sharpe Ratio (All Time)

Calculated using the full available price history

0.16

0.62

-0.46

Correlation

The correlation between BMPIX and RMQAX is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

BMPIX vs. RMQAX - Dividend Comparison

BMPIX's dividend yield for the trailing twelve months is around 1.62%, less than RMQAX's 44.79% yield.


TTM2025202420232022202120202019201820172016
BMPIX
ProFunds Basic Materials UltraSector Fund
1.62%1.81%0.94%0.96%0.00%0.00%0.28%0.00%0.00%0.00%0.16%
RMQAX
Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fund
44.79%36.27%26.02%3.76%0.00%2.18%5.30%0.10%0.00%0.00%0.00%

Drawdowns

BMPIX vs. RMQAX - Drawdown Comparison

The maximum BMPIX drawdown since its inception was -84.22%, which is greater than RMQAX's maximum drawdown of -63.18%. Use the drawdown chart below to compare losses from any high point for BMPIX and RMQAX.


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Drawdown Indicators


BMPIXRMQAXDifference

Max Drawdown

Largest peak-to-trough decline

-84.22%

-63.18%

-21.04%

Max Drawdown (1Y)

Largest decline over 1 year

-21.39%

-25.11%

+3.72%

Max Drawdown (5Y)

Largest decline over 5 years

-38.50%

-63.18%

+24.68%

Max Drawdown (10Y)

Largest decline over 10 years

-61.41%

-63.18%

+1.77%

Current Drawdown

Current decline from peak

-12.48%

-24.96%

+12.48%

Average Drawdown

Average peak-to-trough decline

-24.24%

-13.05%

-11.19%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.60%

7.20%

-0.60%

Volatility

BMPIX vs. RMQAX - Volatility Comparison

The current volatility for ProFunds Basic Materials UltraSector Fund (BMPIX) is 8.81%, while Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fund (RMQAX) has a volatility of 11.12%. This indicates that BMPIX experiences smaller price fluctuations and is considered to be less risky than RMQAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BMPIXRMQAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.81%

11.12%

-2.31%

Volatility (6M)

Calculated over the trailing 6-month period

18.58%

25.22%

-6.64%

Volatility (1Y)

Calculated over the trailing 1-year period

31.56%

47.33%

-15.77%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.57%

46.16%

-16.59%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.06%

46.29%

-14.23%