OEPIX vs. BTCFX
OEPIX (Oil Equipment & Services UltraSector ProFund) and BTCFX (Bitcoin ProFund Investor Class) are both mutual funds - OEPIX is a Energy Equities fund managed by ProFunds, while BTCFX is a Cryptocurrency fund actively managed by ProFunds. Over the past 3 years, OEPIX returned 7.08%/yr vs 20.18%/yr for BTCFX. At a 0.20 correlation, their price movements are largely independent. OEPIX charges 1.65%/yr vs 1.18%/yr for BTCFX.
Performance
OEPIX vs. BTCFX - Performance Comparison
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Returns By Period
In the year-to-date period, OEPIX achieves a 57.58% return, which is significantly higher than BTCFX's -27.15% return.
OEPIX
- 1D
- -1.64%
- 1M
- -5.40%
- 6M
- 32.34%
- YTD
- 57.58%
- 1Y
- 125.70%
- 3Y*
- 7.08%
- 5Y*
- 17.24%
- 10Y*
- -10.83%
BTCFX
- 1D
- 0.56%
- 1M
- -1.25%
- 6M
- -32.94%
- YTD
- -27.15%
- 1Y
- -48.07%
- 3Y*
- 20.18%
- 5Y*
- —
- 10Y*
- —
OEPIX vs. BTCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
OEPIX Oil Equipment & Services UltraSector ProFund | 57.58% | -1.85% | -15.41% | -3.76% | 88.50% | -3.94% |
BTCFX Bitcoin ProFund Investor Class | -27.15% | -11.83% | 102.93% | 133.31% | -64.04% | -3.69% |
Correlation
The correlation between OEPIX and BTCFX is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (All Time) Calculated using the full available price history since Aug 9, 2021 | 0.20 |
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Return for Risk
OEPIX vs. BTCFX — Risk / Return Rank
OEPIX
BTCFX
OEPIX vs. BTCFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oil Equipment & Services UltraSector ProFund (OEPIX) and Bitcoin ProFund Investor Class (BTCFX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| OEPIX | BTCFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.69 | ||
| Sortino ratioReturn per unit of downside risk | +4.63 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 0.82 | +0.55 |
| Calmar ratioReturn relative to maximum drawdown | 4.00 | -0.86 | +4.86 |
| Martin ratioReturn relative to average drawdown | 13.80 | -1.38 | +15.18 |
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Drawdowns
OEPIX vs. BTCFX - Drawdown Comparison
The maximum OEPIX drawdown since its inception was -98.94%, which is greater than BTCFX's maximum drawdown of -77.89%. Use the drawdown chart below to compare losses from any high point for OEPIX and BTCFX.
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Drawdown Indicators
| OEPIX | BTCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.94% | -77.89% | -21.05% |
Max Drawdown (1Y)Largest decline over 1 year | -30.15% | -54.81% | +24.66% |
Max Drawdown (3Y)Largest decline over 3 years | -65.50% | -54.81% | -10.69% |
Max Drawdown (5Y)Largest decline over 5 years | -65.50% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -96.69% | — | — |
Current DrawdownCurrent decline from peak | -91.83% | -50.04% | -41.79% |
Average DrawdownAverage peak-to-trough decline | -71.05% | -36.28% | -34.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.73% | 34.03% | -25.30% |
Volatility
OEPIX vs. BTCFX - Volatility Comparison
Oil Equipment & Services UltraSector ProFund (OEPIX) has a higher volatility of 13.88% compared to Bitcoin ProFund Investor Class (BTCFX) at 11.65%. This indicates that OEPIX's price experiences larger fluctuations and is considered to be riskier than BTCFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OEPIX | BTCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.88% | 11.65% | +2.23% |
Volatility (6M)Calculated over the trailing 6-month period | 31.84% | 35.05% | -3.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 46.18% | 44.61% | +1.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 56.48% | 55.13% | +1.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 62.30% | 55.13% | +7.17% |
OEPIX vs. BTCFX - Expense Ratio Comparison
OEPIX has a 1.65% expense ratio, which is higher than BTCFX's 1.18% expense ratio.
Dividends
OEPIX vs. BTCFX - Dividend Comparison
OEPIX's dividend yield for the trailing twelve months is around 0.55%, less than BTCFX's 32.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BTCFX Bitcoin ProFund Investor Class | 32.22% | 44.62% | 24.28% | 10.95% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
OEPIX Oil Equipment & Services UltraSector ProFund | 0.55% | 0.87% | 0.00% | 0.00% | 0.00% | 0.00% | 0.16% | 0.00% | 2.56% | 2.36% | 0.05% |
Frequently Asked Questions
OEPIX and BTCFX have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OEPIX has higher volatility (13.88%) compared to BTCFX (11.65%). In terms of maximum drawdown, OEPIX dropped -98.94% vs BTCFX's -77.89%.
OEPIX currently has the higher Sharpe Ratio (2.63 vs -1.05), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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