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IDPIX vs. OTPIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

IDPIX vs. OTPIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ProFunds Industrial Ultra Sector Fund (IDPIX) and ProFunds NASDAQ-100 Fund (OTPIX). The values are adjusted to include any dividend payments, if applicable.

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IDPIX vs. OTPIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IDPIX
ProFunds Industrial Ultra Sector Fund
0.57%22.76%16.21%21.47%-24.36%25.42%18.08%46.48%-20.05%29.39%
OTPIX
ProFunds NASDAQ-100 Fund
-9.35%18.08%23.19%51.66%-34.36%48.75%45.00%36.58%-1.75%29.45%

Returns By Period

In the year-to-date period, IDPIX achieves a 0.57% return, which is significantly higher than OTPIX's -9.35% return. Over the past 10 years, IDPIX has underperformed OTPIX with an annualized return of 13.36%, while OTPIX has yielded a comparatively higher 18.04% annualized return.


IDPIX

1D
-2.46%
1M
-16.95%
YTD
0.57%
6M
0.55%
1Y
25.56%
3Y*
18.80%
5Y*
7.98%
10Y*
13.36%

OTPIX

1D
-0.78%
1M
-8.13%
YTD
-9.35%
6M
-7.55%
1Y
17.11%
3Y*
18.59%
5Y*
14.08%
10Y*
18.04%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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IDPIX vs. OTPIX - Expense Ratio Comparison

IDPIX has a 1.75% expense ratio, which is higher than OTPIX's 1.48% expense ratio.


Return for Risk

IDPIX vs. OTPIX — Risk / Return Rank

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

IDPIX
IDPIX Risk / Return Rank: 4848
Overall Rank
IDPIX Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
IDPIX Sortino Ratio Rank: 5050
Sortino Ratio Rank
IDPIX Omega Ratio Rank: 4747
Omega Ratio Rank
IDPIX Calmar Ratio Rank: 5151
Calmar Ratio Rank
IDPIX Martin Ratio Rank: 4747
Martin Ratio Rank

OTPIX
OTPIX Risk / Return Rank: 3939
Overall Rank
OTPIX Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
OTPIX Sortino Ratio Rank: 3939
Sortino Ratio Rank
OTPIX Omega Ratio Rank: 3939
Omega Ratio Rank
OTPIX Calmar Ratio Rank: 4343
Calmar Ratio Rank
OTPIX Martin Ratio Rank: 3838
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.

IDPIX vs. OTPIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ProFunds Industrial Ultra Sector Fund (IDPIX) and ProFunds NASDAQ-100 Fund (OTPIX). 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.


IDPIXOTPIXDifference

Sharpe ratio

Return per unit of total volatility

0.93

0.76

+0.17

Sortino ratio

Return per unit of downside risk

1.42

1.24

+0.18

Omega ratio

Gain probability vs. loss probability

1.20

1.18

+0.02

Calmar ratio

Return relative to maximum drawdown

1.23

1.10

+0.13

Martin ratio

Return relative to average drawdown

4.75

3.93

+0.82

IDPIX vs. OTPIX - Sharpe Ratio Comparison

The current IDPIX Sharpe Ratio is 0.93, which is comparable to the OTPIX Sharpe Ratio of 0.76. The chart below compares the historical Sharpe Ratios of IDPIX and OTPIX, 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


IDPIXOTPIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.93

0.76

+0.17

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.30

0.10

+0.20

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.45

0.18

+0.27

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

0.16

+0.17

Correlation

The correlation between IDPIX and OTPIX is 0.77, 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

IDPIX vs. OTPIX - Dividend Comparison

IDPIX's dividend yield for the trailing twelve months is around 1.75%, less than OTPIX's 1.90% yield.


TTM20252024202320222021202020192018201720162015
IDPIX
ProFunds Industrial Ultra Sector Fund
1.75%1.76%0.00%0.00%0.00%4.04%0.00%0.00%0.00%0.00%0.00%0.62%
OTPIX
ProFunds NASDAQ-100 Fund
1.90%1.72%0.76%0.00%0.00%18.31%1.10%0.87%0.00%0.00%0.00%0.00%

Drawdowns

IDPIX vs. OTPIX - Drawdown Comparison

The maximum IDPIX drawdown since its inception was -79.54%, roughly equal to the maximum OTPIX drawdown of -78.93%. Use the drawdown chart below to compare losses from any high point for IDPIX and OTPIX.


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Drawdown Indicators


IDPIXOTPIXDifference

Max Drawdown

Largest peak-to-trough decline

-79.54%

-78.93%

-0.61%

Max Drawdown (1Y)

Largest decline over 1 year

-18.50%

-12.72%

-5.78%

Max Drawdown (5Y)

Largest decline over 5 years

-37.93%

-78.93%

+41.00%

Max Drawdown (10Y)

Largest decline over 10 years

-55.09%

-78.93%

+23.84%

Current Drawdown

Current decline from peak

-18.15%

-72.17%

+54.02%

Average Drawdown

Average peak-to-trough decline

-15.04%

-22.44%

+7.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.81%

3.56%

+1.25%

Volatility

IDPIX vs. OTPIX - Volatility Comparison

ProFunds Industrial Ultra Sector Fund (IDPIX) has a higher volatility of 8.15% compared to ProFunds NASDAQ-100 Fund (OTPIX) at 5.39%. This indicates that IDPIX's price experiences larger fluctuations and is considered to be riskier than OTPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IDPIXOTPIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.15%

5.39%

+2.76%

Volatility (6M)

Calculated over the trailing 6-month period

16.86%

12.42%

+4.44%

Volatility (1Y)

Calculated over the trailing 1-year period

28.85%

22.47%

+6.38%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.56%

139.67%

-113.11%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.55%

99.85%

-70.30%