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MLPIX vs. CISMX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

MLPIX vs. CISMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ProFunds Mid Cap Value Fund (MLPIX) and Clarkston Partners Fund (CISMX). The values are adjusted to include any dividend payments, if applicable.

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MLPIX vs. CISMX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MLPIX
ProFunds Mid Cap Value Fund
-1.69%5.48%9.65%13.32%-8.61%28.23%1.85%24.02%-13.08%10.45%
CISMX
Clarkston Partners Fund
-4.68%-8.37%4.49%6.41%-0.40%7.94%17.42%23.98%-7.25%12.84%

Returns By Period

In the year-to-date period, MLPIX achieves a -1.69% return, which is significantly higher than CISMX's -4.68% return. Over the past 10 years, MLPIX has outperformed CISMX with an annualized return of 7.93%, while CISMX has yielded a comparatively lower 5.84% annualized return.


MLPIX

1D
-0.23%
1M
-7.49%
YTD
-1.69%
6M
-0.14%
1Y
8.51%
3Y*
8.08%
5Y*
5.09%
10Y*
7.93%

CISMX

1D
0.92%
1M
-8.24%
YTD
-4.68%
6M
-5.79%
1Y
-7.11%
3Y*
-0.97%
5Y*
-1.61%
10Y*
5.84%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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MLPIX vs. CISMX - Expense Ratio Comparison

MLPIX has a 1.78% expense ratio, which is higher than CISMX's 1.00% expense ratio.


Return for Risk

MLPIX vs. CISMX — Risk / Return Rank

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

MLPIX
MLPIX Risk / Return Rank: 1717
Overall Rank
MLPIX Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
MLPIX Sortino Ratio Rank: 1717
Sortino Ratio Rank
MLPIX Omega Ratio Rank: 1616
Omega Ratio Rank
MLPIX Calmar Ratio Rank: 1616
Calmar Ratio Rank
MLPIX Martin Ratio Rank: 1818
Martin Ratio Rank

CISMX
CISMX Risk / Return Rank: 22
Overall Rank
CISMX Sharpe Ratio Rank: 22
Sharpe Ratio Rank
CISMX Sortino Ratio Rank: 22
Sortino Ratio Rank
CISMX Omega Ratio Rank: 22
Omega Ratio Rank
CISMX Calmar Ratio Rank: 11
Calmar Ratio Rank
CISMX Martin Ratio Rank: 11
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.

MLPIX vs. CISMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ProFunds Mid Cap Value Fund (MLPIX) and Clarkston Partners Fund (CISMX). 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.


MLPIXCISMXDifference

Sharpe ratio

Return per unit of total volatility

0.44

-0.35

+0.79

Sortino ratio

Return per unit of downside risk

0.76

-0.40

+1.16

Omega ratio

Gain probability vs. loss probability

1.10

0.95

+0.15

Calmar ratio

Return relative to maximum drawdown

0.49

-0.71

+1.20

Martin ratio

Return relative to average drawdown

1.83

-1.71

+3.54

MLPIX vs. CISMX - Sharpe Ratio Comparison

The current MLPIX Sharpe Ratio is 0.44, which is higher than the CISMX Sharpe Ratio of -0.35. The chart below compares the historical Sharpe Ratios of MLPIX and CISMX, 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


MLPIXCISMXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.44

-0.35

+0.79

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.26

-0.09

+0.35

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.37

0.32

+0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.32

0.34

-0.02

Correlation

The correlation between MLPIX and CISMX is 0.88, 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

MLPIX vs. CISMX - Dividend Comparison

MLPIX's dividend yield for the trailing twelve months is around 0.48%, less than CISMX's 4.88% yield.


TTM20252024202320222021202020192018201720162015
MLPIX
ProFunds Mid Cap Value Fund
0.48%0.47%0.00%0.00%0.00%0.89%0.22%0.40%3.92%10.95%0.56%0.00%
CISMX
Clarkston Partners Fund
4.88%4.65%1.05%3.76%16.95%0.81%3.73%3.79%7.15%1.30%1.17%0.09%

Drawdowns

MLPIX vs. CISMX - Drawdown Comparison

The maximum MLPIX drawdown since its inception was -60.11%, which is greater than CISMX's maximum drawdown of -33.80%. Use the drawdown chart below to compare losses from any high point for MLPIX and CISMX.


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Drawdown Indicators


MLPIXCISMXDifference

Max Drawdown

Largest peak-to-trough decline

-60.11%

-33.80%

-26.31%

Max Drawdown (1Y)

Largest decline over 1 year

-14.49%

-11.26%

-3.23%

Max Drawdown (5Y)

Largest decline over 5 years

-23.24%

-21.19%

-2.05%

Max Drawdown (10Y)

Largest decline over 10 years

-45.96%

-33.80%

-12.16%

Current Drawdown

Current decline from peak

-9.87%

-18.41%

+8.54%

Average Drawdown

Average peak-to-trough decline

-9.42%

-6.55%

-2.87%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.87%

4.67%

-0.80%

Volatility

MLPIX vs. CISMX - Volatility Comparison

ProFunds Mid Cap Value Fund (MLPIX) and Clarkston Partners Fund (CISMX) have volatilities of 4.64% and 4.82%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MLPIXCISMXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.64%

4.82%

-0.18%

Volatility (6M)

Calculated over the trailing 6-month period

11.10%

12.44%

-1.34%

Volatility (1Y)

Calculated over the trailing 1-year period

20.45%

19.82%

+0.63%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.55%

17.36%

+2.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.38%

18.21%

+3.17%