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MDPIX vs. MISIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

MDPIX vs. MISIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ProFunds Mid Cap Fund (MDPIX) and Victory Trivalent International Small-Cap Fund Class I (MISIX). The values are adjusted to include any dividend payments, if applicable.

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MDPIX vs. MISIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MDPIX
ProFunds Mid Cap Fund
-0.89%5.68%11.55%14.16%-14.81%21.89%11.24%23.46%-12.78%14.18%
MISIX
Victory Trivalent International Small-Cap Fund Class I
-0.70%42.00%4.70%15.49%-23.13%12.41%15.42%27.88%-20.20%37.14%

Returns By Period

In the year-to-date period, MDPIX achieves a -0.89% return, which is significantly lower than MISIX's -0.70% return. Over the past 10 years, MDPIX has underperformed MISIX with an annualized return of 8.02%, while MISIX has yielded a comparatively higher 9.25% annualized return.


MDPIX

1D
-0.84%
1M
-8.20%
YTD
-0.89%
6M
0.22%
1Y
12.12%
3Y*
8.88%
5Y*
4.16%
10Y*
8.02%

MISIX

1D
-0.60%
1M
-13.84%
YTD
-0.70%
6M
4.64%
1Y
33.88%
3Y*
16.76%
5Y*
7.07%
10Y*
9.25%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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MDPIX vs. MISIX - Expense Ratio Comparison

MDPIX has a 1.82% expense ratio, which is higher than MISIX's 0.97% expense ratio.


Return for Risk

MDPIX vs. MISIX — Risk / Return Rank

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

MDPIX
MDPIX Risk / Return Rank: 2525
Overall Rank
MDPIX Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
MDPIX Sortino Ratio Rank: 2424
Sortino Ratio Rank
MDPIX Omega Ratio Rank: 2323
Omega Ratio Rank
MDPIX Calmar Ratio Rank: 2424
Calmar Ratio Rank
MDPIX Martin Ratio Rank: 2828
Martin Ratio Rank

MISIX
MISIX Risk / Return Rank: 8989
Overall Rank
MISIX Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
MISIX Sortino Ratio Rank: 9090
Sortino Ratio Rank
MISIX Omega Ratio Rank: 8989
Omega Ratio Rank
MISIX Calmar Ratio Rank: 8787
Calmar Ratio Rank
MISIX Martin Ratio Rank: 8989
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.

MDPIX vs. MISIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ProFunds Mid Cap Fund (MDPIX) and Victory Trivalent International Small-Cap Fund Class I (MISIX). 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.


MDPIXMISIXDifference

Sharpe ratio

Return per unit of total volatility

0.60

1.97

-1.38

Sortino ratio

Return per unit of downside risk

0.98

2.54

-1.56

Omega ratio

Gain probability vs. loss probability

1.13

1.39

-0.25

Calmar ratio

Return relative to maximum drawdown

0.73

2.24

-1.51

Martin ratio

Return relative to average drawdown

3.10

9.80

-6.71

MDPIX vs. MISIX - Sharpe Ratio Comparison

The current MDPIX Sharpe Ratio is 0.60, which is lower than the MISIX Sharpe Ratio of 1.97. The chart below compares the historical Sharpe Ratios of MDPIX and MISIX, 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


MDPIXMISIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.60

1.97

-1.38

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.21

0.40

-0.19

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.39

0.52

-0.13

Sharpe Ratio (All Time)

Calculated using the full available price history

0.34

0.31

+0.02

Correlation

The correlation between MDPIX and MISIX is 0.72, 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

MDPIX vs. MISIX - Dividend Comparison

MDPIX's dividend yield for the trailing twelve months is around 0.41%, less than MISIX's 6.09% yield.


TTM20252024202320222021202020192018201720162015
MDPIX
ProFunds Mid Cap Fund
0.41%0.41%1.26%0.00%0.00%1.79%0.24%5.00%3.00%7.60%0.00%0.05%
MISIX
Victory Trivalent International Small-Cap Fund Class I
6.09%6.05%2.27%1.90%1.12%8.61%0.41%1.99%3.59%1.85%1.56%1.21%

Drawdowns

MDPIX vs. MISIX - Drawdown Comparison

The maximum MDPIX drawdown since its inception was -57.32%, smaller than the maximum MISIX drawdown of -67.61%. Use the drawdown chart below to compare losses from any high point for MDPIX and MISIX.


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Drawdown Indicators


MDPIXMISIXDifference

Max Drawdown

Largest peak-to-trough decline

-57.32%

-67.61%

+10.29%

Max Drawdown (1Y)

Largest decline over 1 year

-14.13%

-13.84%

-0.29%

Max Drawdown (5Y)

Largest decline over 5 years

-24.86%

-37.69%

+12.83%

Max Drawdown (10Y)

Largest decline over 10 years

-42.07%

-41.82%

-0.25%

Current Drawdown

Current decline from peak

-9.02%

-13.84%

+4.82%

Average Drawdown

Average peak-to-trough decline

-8.74%

-16.99%

+8.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.31%

3.16%

+0.15%

Volatility

MDPIX vs. MISIX - Volatility Comparison

The current volatility for ProFunds Mid Cap Fund (MDPIX) is 5.74%, while Victory Trivalent International Small-Cap Fund Class I (MISIX) has a volatility of 6.80%. This indicates that MDPIX experiences smaller price fluctuations and is considered to be less risky than MISIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MDPIXMISIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.74%

6.80%

-1.06%

Volatility (6M)

Calculated over the trailing 6-month period

11.47%

11.32%

+0.15%

Volatility (1Y)

Calculated over the trailing 1-year period

20.83%

16.62%

+4.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.69%

17.68%

+2.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.68%

17.78%

+2.90%