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OEPIX vs. UJPIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

OEPIX vs. UJPIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Oil Equipment & Services UltraSector ProFund (OEPIX) and ProFunds UltraJapan Fund (UJPIX). The values are adjusted to include any dividend payments, if applicable.

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OEPIX vs. UJPIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
OEPIX
Oil Equipment & Services UltraSector ProFund
65.25%-1.85%-15.41%-3.76%88.50%14.90%-91.88%-4.45%-58.58%-22.70%
UJPIX
ProFunds UltraJapan Fund
0.94%60.72%28.67%70.81%-21.63%6.44%23.36%40.42%-25.61%39.72%

Returns By Period

In the year-to-date period, OEPIX achieves a 65.25% return, which is significantly higher than UJPIX's 0.94% return. Over the past 10 years, OEPIX has underperformed UJPIX with an annualized return of -20.24%, while UJPIX has yielded a comparatively higher 21.56% annualized return.


OEPIX

1D
-4.86%
1M
3.27%
YTD
65.25%
6M
96.48%
1Y
90.65%
3Y*
15.75%
5Y*
17.42%
10Y*
-20.24%

UJPIX

1D
-1.04%
1M
-24.63%
YTD
0.94%
6M
27.16%
1Y
92.73%
3Y*
42.96%
5Y*
21.27%
10Y*
21.56%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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OEPIX vs. UJPIX - Expense Ratio Comparison

OEPIX has a 1.65% expense ratio, which is lower than UJPIX's 1.78% expense ratio.


Return for Risk

OEPIX vs. UJPIX — Risk / Return Rank

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

OEPIX
OEPIX Risk / Return Rank: 7676
Overall Rank
OEPIX Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
OEPIX Sortino Ratio Rank: 7979
Sortino Ratio Rank
OEPIX Omega Ratio Rank: 7676
Omega Ratio Rank
OEPIX Calmar Ratio Rank: 8686
Calmar Ratio Rank
OEPIX Martin Ratio Rank: 5858
Martin Ratio Rank

UJPIX
UJPIX Risk / Return Rank: 8787
Overall Rank
UJPIX Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
UJPIX Sortino Ratio Rank: 8787
Sortino Ratio Rank
UJPIX Omega Ratio Rank: 8080
Omega Ratio Rank
UJPIX Calmar Ratio Rank: 9393
Calmar Ratio Rank
UJPIX Martin Ratio Rank: 8888
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.

OEPIX vs. UJPIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Oil Equipment & Services UltraSector ProFund (OEPIX) and ProFunds UltraJapan Fund (UJPIX). 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.


OEPIXUJPIXDifference

Sharpe ratio

Return per unit of total volatility

1.52

1.73

-0.22

Sortino ratio

Return per unit of downside risk

1.97

2.34

-0.37

Omega ratio

Gain probability vs. loss probability

1.29

1.31

-0.02

Calmar ratio

Return relative to maximum drawdown

2.18

2.91

-0.74

Martin ratio

Return relative to average drawdown

5.61

9.56

-3.96

OEPIX vs. UJPIX - Sharpe Ratio Comparison

The current OEPIX Sharpe Ratio is 1.52, which is comparable to the UJPIX Sharpe Ratio of 1.73. The chart below compares the historical Sharpe Ratios of OEPIX and UJPIX, 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


OEPIXUJPIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.52

1.73

-0.22

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.30

0.52

-0.22

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.30

0.52

-0.83

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.25

0.07

-0.32

Correlation

The correlation between OEPIX and UJPIX is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

OEPIX vs. UJPIX - Dividend Comparison

OEPIX's dividend yield for the trailing twelve months is around 0.53%, less than UJPIX's 39.34% yield.


TTM2025202420232022202120202019201820172016
OEPIX
Oil Equipment & Services UltraSector ProFund
0.53%0.87%0.00%0.00%0.00%0.00%0.16%0.00%2.56%2.36%0.05%
UJPIX
ProFunds UltraJapan Fund
39.34%39.71%0.00%0.00%0.00%14.19%0.00%0.00%2.64%0.00%0.00%

Drawdowns

OEPIX vs. UJPIX - Drawdown Comparison

The maximum OEPIX drawdown since its inception was -99.30%, which is greater than UJPIX's maximum drawdown of -89.83%. Use the drawdown chart below to compare losses from any high point for OEPIX and UJPIX.


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Drawdown Indicators


OEPIXUJPIXDifference

Max Drawdown

Largest peak-to-trough decline

-99.30%

-89.83%

-9.47%

Max Drawdown (1Y)

Largest decline over 1 year

-39.36%

-27.11%

-12.25%

Max Drawdown (5Y)

Largest decline over 5 years

-65.50%

-43.92%

-21.58%

Max Drawdown (10Y)

Largest decline over 10 years

-97.79%

-56.99%

-40.80%

Current Drawdown

Current decline from peak

-97.86%

-27.11%

-70.75%

Average Drawdown

Average peak-to-trough decline

-71.84%

-50.24%

-21.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

15.28%

8.26%

+7.02%

Volatility

OEPIX vs. UJPIX - Volatility Comparison

The current volatility for Oil Equipment & Services UltraSector ProFund (OEPIX) is 11.57%, while ProFunds UltraJapan Fund (UJPIX) has a volatility of 18.79%. This indicates that OEPIX experiences smaller price fluctuations and is considered to be less risky than UJPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


OEPIXUJPIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.57%

18.79%

-7.22%

Volatility (6M)

Calculated over the trailing 6-month period

33.14%

37.30%

-4.16%

Volatility (1Y)

Calculated over the trailing 1-year period

60.15%

51.82%

+8.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

57.70%

41.11%

+16.59%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

66.61%

41.55%

+25.06%