OTPIX vs. AMZN

Last updated Jun 4, 2026

OTPIX (ProFunds NASDAQ-100 Fund) is Large Cap Growth Equities fund managed by ProFunds, while AMZN (Amazon.com, Inc) is a stock. Over the past 10 years, OTPIX returned 21.54%/yr vs 21.29%/yr for AMZN. A 0.66 correlation means they provide meaningful diversification when combined.

Performance

OTPIX vs. AMZN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ProFunds NASDAQ-100 Fund (OTPIX) and Amazon.com, Inc (AMZN). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, OTPIX achieves a 20.74% return, which is significantly higher than AMZN's 8.32% return. Both investments have delivered pretty close results over the past 10 years, with OTPIX having a 21.54% annualized return and AMZN not far behind at 21.29%.

OTPIX

• 1D: 0.48%
• 1M: 10.77%
• YTD: 20.74%
• 6M: 18.96%
• 1Y: 39.76%
• 3Y*: 26.33%
• 5Y*: 20.08%
• 10Y*: 21.54%

AMZN

• 1D: -2.53%
• 1M: -8.10%
• YTD: 8.32%
• 6M: 7.59%
• 1Y: 21.54%
• 3Y*: 26.25%
• 5Y*: 9.30%
• 10Y*: 21.29%

*Multi-year figures are annualized to reflect compound growth (CAGR)

OTPIX vs. AMZN - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
OTPIX ProFunds NASDAQ-100 Fund	20.74%	18.08%	23.19%	51.66%	-34.36%	48.75%	45.00%	36.58%	-1.75%	29.45%
AMZN Amazon.com, Inc	8.32%	5.21%	44.39%	80.88%	-49.62%	2.38%	76.26%	23.03%	28.43%	55.96%

Correlation

The correlation between OTPIX and AMZN is 0.62, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.62
Correlation (3Y) Calculated over the trailing 3-year period	0.68
Correlation (5Y) Calculated over the trailing 5-year period	0.74
Correlation (10Y) Calculated over the trailing 10-year period	0.75
Correlation (All Time) Calculated using the full available price history since Aug 8, 2000	0.66

The correlation between OTPIX and AMZN shifts across timeframes, from 0.62 (1 year) to 0.75 (10 years), reflecting how their relationship changes across market environments.

Return for Risk

OTPIX vs. AMZN — Risk / Return Rank

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

OTPIX

OTPIX Risk / Return Rank: 67
OTPIX Sharpe Ratio Rank: 78
OTPIX Sortino Ratio Rank: 64
OTPIX Omega Ratio Rank: 61
OTPIX Calmar Ratio Rank: 71
OTPIX Martin Ratio Rank: 62

AMZN

AMZN Risk / Return Rank: 60
AMZN Sharpe Ratio Rank: 64
AMZN Sortino Ratio Rank: 58
AMZN Omega Ratio Rank: 56
AMZN Calmar Ratio Rank: 61
AMZN Martin Ratio Rank: 62

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.

OTPIX vs. AMZN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ProFunds NASDAQ-100 Fund (OTPIX) and Amazon.com, Inc (AMZN). 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.

	OTPIX	AMZN	Difference
Sharpe ratio: Return per unit of total volatility	2.56	0.72	+1.84
Sortino ratio: Return per unit of downside risk	3.35	1.18	+2.17
Omega ratio: Gain probability vs. loss probability	1.44	1.15	+0.29
Calmar ratio: Return relative to maximum drawdown	3.28	1.00	+2.28
Martin ratio: Return relative to average drawdown	12.33	2.39	+9.93
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

OTPIX vs. AMZN - Sharpe Ratio Comparison

The current OTPIX Sharpe Ratio is 2.56, which is higher than the AMZN Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of OTPIX and AMZN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	OTPIX	AMZN	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.56	0.72	+1.84
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.14	0.26	-0.12
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.22	0.66	-0.44
Sharpe Ratio (All Time) Calculated using the full available price history	0.18	0.57	-0.39

Drawdowns

OTPIX vs. AMZN - Drawdown Comparison

The maximum OTPIX drawdown since its inception was -78.93%, smaller than the maximum AMZN drawdown of -94.40%. Use the drawdown chart below to compare losses from any high point for OTPIX and AMZN.

Drawdown Indicators

	OTPIX	AMZN	Difference
Max Drawdown Largest peak-to-trough decline	-78.93%	-94.40%	+15.47%
Max Drawdown (1Y) Largest decline over 1 year	-12.53%	-21.74%	+9.21%
Max Drawdown (3Y) Largest decline over 3 years	-78.93%	-30.88%	-48.05%
Max Drawdown (5Y) Largest decline over 5 years	-78.93%	-56.15%	-22.78%
Max Drawdown (10Y) Largest decline over 10 years	-78.93%	-56.15%	-22.78%
Current Drawdown Current decline from peak	-62.93%	-9.08%	-53.85%
Average Drawdown Average peak-to-trough decline	-22.74%	-28.12%	+5.38%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.32%	9.02%	-5.70%

Volatility

OTPIX vs. AMZN - Volatility Comparison

The current volatility for ProFunds NASDAQ-100 Fund (OTPIX) is 4.50%, while Amazon.com, Inc (AMZN) has a volatility of 7.24%. This indicates that OTPIX experiences smaller price fluctuations and is considered to be less risky than AMZN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	OTPIX	AMZN	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.50%	7.24%	-2.74%
Volatility (6M) Calculated over the trailing 6-month period	12.18%	20.35%	-8.17%
Volatility (1Y) Calculated over the trailing 1-year period	16.06%	30.00%	-13.94%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	139.67%	35.50%	+104.17%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	99.88%	32.46%	+67.42%

Dividends

OTPIX vs. AMZN - Dividend Comparison

OTPIX's dividend yield for the trailing twelve months is around 1.43%, while AMZN has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
AMZN Amazon.com, Inc	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
OTPIX ProFunds NASDAQ-100 Fund	1.43%	1.72%	0.76%	0.00%	0.00%	18.31%	1.10%	0.87%

Frequently Asked Questions

Can I hold both OTPIX and AMZN in my portfolio?

OTPIX and AMZN have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, OTPIX or AMZN?

AMZN has higher volatility (7.24%) compared to OTPIX (4.50%). In terms of maximum drawdown, OTPIX dropped -78.93% vs AMZN's -94.40%.

Which has better risk-adjusted returns?

OTPIX currently has the higher Sharpe Ratio (2.56 vs 0.72), 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.