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LGPIX vs. OTPIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

LGPIX vs. OTPIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ProFunds Large Cap Growth ProFund (LGPIX) and ProFunds NASDAQ-100 Fund (OTPIX). The values are adjusted to include any dividend payments, if applicable.

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LGPIX vs. OTPIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LGPIX
ProFunds Large Cap Growth ProFund
-8.50%20.25%35.00%27.54%-30.72%38.06%30.61%28.72%-1.75%23.39%
OTPIX
ProFunds NASDAQ-100 Fund
-6.25%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, LGPIX achieves a -8.50% return, which is significantly lower than OTPIX's -6.25% return. Over the past 10 years, LGPIX has underperformed OTPIX with an annualized return of 14.39%, while OTPIX has yielded a comparatively higher 18.44% annualized return.


LGPIX

1D
4.05%
1M
-5.66%
YTD
-8.50%
6M
-7.01%
1Y
19.79%
3Y*
20.18%
5Y*
11.89%
10Y*
14.39%

OTPIX

1D
3.42%
1M
-5.10%
YTD
-6.25%
6M
-4.87%
1Y
20.12%
3Y*
19.93%
5Y*
14.44%
10Y*
18.44%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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LGPIX vs. OTPIX - Expense Ratio Comparison

LGPIX has a 1.59% expense ratio, which is higher than OTPIX's 1.48% expense ratio.


Return for Risk

LGPIX vs. OTPIX — Risk / Return Rank

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

LGPIX
LGPIX Risk / Return Rank: 4646
Overall Rank
LGPIX Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
LGPIX Sortino Ratio Rank: 4545
Sortino Ratio Rank
LGPIX Omega Ratio Rank: 4242
Omega Ratio Rank
LGPIX Calmar Ratio Rank: 5252
Calmar Ratio Rank
LGPIX Martin Ratio Rank: 5151
Martin Ratio Rank

OTPIX
OTPIX Risk / Return Rank: 5353
Overall Rank
OTPIX Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
OTPIX Sortino Ratio Rank: 4949
Sortino Ratio Rank
OTPIX Omega Ratio Rank: 4747
Omega Ratio Rank
OTPIX Calmar Ratio Rank: 6666
Calmar Ratio Rank
OTPIX Martin Ratio Rank: 5757
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.

LGPIX vs. OTPIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ProFunds Large Cap Growth ProFund (LGPIX) 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.


LGPIXOTPIXDifference

Sharpe ratio

Return per unit of total volatility

0.93

0.94

0.00

Sortino ratio

Return per unit of downside risk

1.47

1.47

0.00

Omega ratio

Gain probability vs. loss probability

1.21

1.21

0.00

Calmar ratio

Return relative to maximum drawdown

1.47

1.66

-0.18

Martin ratio

Return relative to average drawdown

5.72

5.84

-0.12

LGPIX vs. OTPIX - Sharpe Ratio Comparison

The current LGPIX Sharpe Ratio is 0.93, which is comparable to the OTPIX Sharpe Ratio of 0.94. The chart below compares the historical Sharpe Ratios of LGPIX 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


LGPIXOTPIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.93

0.94

0.00

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.09

0.10

-0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.15

0.19

-0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.15

0.16

-0.01

Correlation

The correlation between LGPIX and OTPIX is 0.94, 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

LGPIX vs. OTPIX - Dividend Comparison

LGPIX's dividend yield for the trailing twelve months is around 1.65%, less than OTPIX's 1.84% yield.


TTM20252024202320222021202020192018201720162015
LGPIX
ProFunds Large Cap Growth ProFund
1.65%1.51%1.14%1.55%1.98%6.65%3.33%4.40%1.84%0.00%1.39%0.06%
OTPIX
ProFunds NASDAQ-100 Fund
1.84%1.72%0.76%0.00%0.00%18.31%1.10%0.87%0.00%0.00%0.00%0.00%

Drawdowns

LGPIX vs. OTPIX - Drawdown Comparison

The maximum LGPIX drawdown since its inception was -78.34%, roughly equal to the maximum OTPIX drawdown of -78.93%. Use the drawdown chart below to compare losses from any high point for LGPIX and OTPIX.


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Drawdown Indicators


LGPIXOTPIXDifference

Max Drawdown

Largest peak-to-trough decline

-78.34%

-78.93%

+0.59%

Max Drawdown (1Y)

Largest decline over 1 year

-14.29%

-12.72%

-1.57%

Max Drawdown (5Y)

Largest decline over 5 years

-78.34%

-78.93%

+0.59%

Max Drawdown (10Y)

Largest decline over 10 years

-78.34%

-78.93%

+0.59%

Current Drawdown

Current decline from peak

-70.72%

-71.22%

+0.50%

Average Drawdown

Average peak-to-trough decline

-11.73%

-22.45%

+10.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.68%

3.61%

+0.07%

Volatility

LGPIX vs. OTPIX - Volatility Comparison

ProFunds Large Cap Growth ProFund (LGPIX) has a higher volatility of 7.18% compared to ProFunds NASDAQ-100 Fund (OTPIX) at 6.56%. This indicates that LGPIX'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


LGPIXOTPIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.18%

6.56%

+0.62%

Volatility (6M)

Calculated over the trailing 6-month period

12.69%

12.87%

-0.18%

Volatility (1Y)

Calculated over the trailing 1-year period

22.37%

22.67%

-0.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

138.98%

139.67%

-0.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

99.13%

99.85%

-0.72%