OTPIX vs. AAPL
OTPIX (ProFunds NASDAQ-100 Fund) is Large Cap Growth Equities fund managed by ProFunds, while AAPL (Apple Inc) is a stock. Over the past 10 years, OTPIX returned 5.98%/yr vs 30.17%/yr for AAPL. A 0.68 correlation means they provide meaningful diversification when combined.
Performance
OTPIX vs. AAPL - Performance Comparison
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Returns By Period
In the year-to-date period, OTPIX achieves a 19.66% return, which is significantly higher than AAPL's 9.45% return. Over the past 10 years, OTPIX has underperformed AAPL with an annualized return of 5.98%, while AAPL has yielded a comparatively higher 30.17% annualized return.
OTPIX
- 1D
- 2.47%
- 1M
- 3.01%
- YTD
- 19.66%
- 6M
- 18.61%
- 1Y
- 38.79%
- 3Y*
- -21.59%
- 5Y*
- -9.83%
- 10Y*
- 5.98%
AAPL
- 1D
- -0.34%
- 1M
- -3.82%
- YTD
- 9.45%
- 6M
- 9.81%
- 1Y
- 48.35%
- 3Y*
- 17.28%
- 5Y*
- 17.91%
- 10Y*
- 30.17%
OTPIX vs. AAPL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OTPIX ProFunds NASDAQ-100 Fund | 19.66% | 18.08% | -69.20% | 51.66% | -34.36% | 48.75% | 45.00% | 36.58% | -1.75% | 29.45% |
AAPL Apple Inc | 9.45% | 9.05% | 30.71% | 49.01% | -26.40% | 34.65% | 82.31% | 88.96% | -5.39% | 48.46% |
Correlation
The correlation between OTPIX and AAPL is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.46 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.54 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.69 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.74 |
Correlation (All Time) Calculated using the full available price history since Aug 7, 2000 | 0.68 |
Over the past year, the correlation between OTPIX and AAPL has dropped to 0.46 - well below their long-term average of 0.68, suggesting their price drivers have been diverging.
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Return for Risk
OTPIX vs. AAPL — Risk / Return Rank
OTPIX
AAPL
OTPIX vs. AAPL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds NASDAQ-100 Fund (OTPIX) and Apple Inc (AAPL). 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.
| OTPIX | AAPL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.02 | ||
| Sortino ratioReturn per unit of downside risk | -0.18 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.39 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 3.06 | 3.52 | -0.46 |
| Martin ratioReturn relative to average drawdown | 11.21 | 8.68 | +2.53 |
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Drawdowns
OTPIX vs. AAPL - Drawdown Comparison
The maximum OTPIX drawdown since its inception was -79.55%, roughly equal to the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for OTPIX and AAPL.
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Drawdown Indicators
| OTPIX | AAPL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.55% | -81.80% | +2.25% |
Max Drawdown (1Y)Largest decline over 1 year | -12.53% | -13.80% | +1.27% |
Max Drawdown (3Y)Largest decline over 3 years | -79.55% | -33.36% | -46.19% |
Max Drawdown (5Y)Largest decline over 5 years | -79.55% | -33.36% | -46.19% |
Max Drawdown (10Y)Largest decline over 10 years | -79.55% | -38.52% | -41.03% |
Current DrawdownCurrent decline from peak | -64.34% | -5.77% | -58.57% |
Average DrawdownAverage peak-to-trough decline | -22.87% | -29.58% | +6.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.42% | 5.59% | -2.17% |
Volatility
OTPIX vs. AAPL - Volatility Comparison
ProFunds NASDAQ-100 Fund (OTPIX) has a higher volatility of 8.44% compared to Apple Inc (AAPL) at 7.01%. This indicates that OTPIX's price experiences larger fluctuations and is considered to be riskier than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OTPIX | AAPL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.44% | 7.01% | +1.43% |
Volatility (6M)Calculated over the trailing 6-month period | 14.32% | 16.59% | -2.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.67% | 22.59% | -4.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 41.88% | 27.52% | +14.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.29% | 28.94% | +4.35% |
Dividends
OTPIX vs. AAPL - Dividend Comparison
OTPIX's dividend yield for the trailing twelve months is around 1.44%, more than AAPL's 0.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL Apple Inc | 0.35% | 0.38% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% |
OTPIX ProFunds NASDAQ-100 Fund | 1.44% | 1.72% | 0.76% | 0.00% | 0.00% | 18.31% | 1.10% | 0.87% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
OTPIX and AAPL have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OTPIX has higher volatility (8.44%) compared to AAPL (7.01%). In terms of maximum drawdown, OTPIX dropped -79.55% vs AAPL's -81.80%.
OTPIX currently has the higher Sharpe Ratio (2.17 vs 2.16), 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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