PortfoliosLab logoPortfoliosLab logo
PHPIX vs. AFBIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PHPIX vs. AFBIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ProFunds Pharmaceuticals UltraSector Fund (PHPIX) and Access Flex Bear High Yield ProFund (AFBIX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

PHPIX vs. AFBIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PHPIX
ProFunds Pharmaceuticals UltraSector Fund
-13.41%41.41%1.36%-11.28%-10.73%28.10%15.48%19.98%-14.91%10.19%
AFBIX
Access Flex Bear High Yield ProFund
1.97%-5.24%-3.07%-6.30%8.01%-4.55%-6.63%-12.62%-0.42%-4.51%

Returns By Period

In the year-to-date period, PHPIX achieves a -13.41% return, which is significantly lower than AFBIX's 1.97% return. Over the past 10 years, PHPIX has outperformed AFBIX with an annualized return of 5.08%, while AFBIX has yielded a comparatively lower -4.29% annualized return.


PHPIX

1D
-1.54%
1M
-15.65%
YTD
-13.41%
6M
8.28%
1Y
20.02%
3Y*
7.16%
5Y*
5.13%
10Y*
5.08%

AFBIX

1D
-0.11%
1M
2.26%
YTD
1.97%
6M
1.19%
1Y
-2.98%
3Y*
-3.48%
5Y*
-1.99%
10Y*
-4.29%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


PHPIX vs. AFBIX - Expense Ratio Comparison

Both PHPIX and AFBIX have an expense ratio of 1.78%.


Return for Risk

PHPIX vs. AFBIX — Risk / Return Rank

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

PHPIX
PHPIX Risk / Return Rank: 3232
Overall Rank
PHPIX Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
PHPIX Sortino Ratio Rank: 3636
Sortino Ratio Rank
PHPIX Omega Ratio Rank: 2727
Omega Ratio Rank
PHPIX Calmar Ratio Rank: 3838
Calmar Ratio Rank
PHPIX Martin Ratio Rank: 2727
Martin Ratio Rank

AFBIX
AFBIX Risk / Return Rank: 22
Overall Rank
AFBIX Sharpe Ratio Rank: 11
Sharpe Ratio Rank
AFBIX Sortino Ratio Rank: 11
Sortino Ratio Rank
AFBIX Omega Ratio Rank: 11
Omega Ratio Rank
AFBIX Calmar Ratio Rank: 33
Calmar Ratio Rank
AFBIX Martin Ratio Rank: 44
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.

PHPIX vs. AFBIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ProFunds Pharmaceuticals UltraSector Fund (PHPIX) and Access Flex Bear High Yield ProFund (AFBIX). 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.


PHPIXAFBIXDifference

Sharpe ratio

Return per unit of total volatility

0.75

-0.56

+1.32

Sortino ratio

Return per unit of downside risk

1.20

-0.75

+1.95

Omega ratio

Gain probability vs. loss probability

1.15

0.89

+0.26

Calmar ratio

Return relative to maximum drawdown

1.02

-0.33

+1.35

Martin ratio

Return relative to average drawdown

2.91

-0.42

+3.33

PHPIX vs. AFBIX - Sharpe Ratio Comparison

The current PHPIX Sharpe Ratio is 0.75, which is higher than the AFBIX Sharpe Ratio of -0.56. The chart below compares the historical Sharpe Ratios of PHPIX and AFBIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


PHPIXAFBIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.75

-0.56

+1.32

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.19

-0.28

+0.46

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.19

-0.54

+0.73

Sharpe Ratio (All Time)

Calculated using the full available price history

0.11

-0.09

+0.19

Correlation

The correlation between PHPIX and AFBIX is -0.47. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Dividends

PHPIX vs. AFBIX - Dividend Comparison

PHPIX's dividend yield for the trailing twelve months is around 1.03%, while AFBIX has not paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
PHPIX
ProFunds Pharmaceuticals UltraSector Fund
1.03%0.89%1.06%0.48%0.00%11.83%0.38%0.00%4.17%0.00%0.00%0.08%
AFBIX
Access Flex Bear High Yield ProFund
0.00%0.00%0.00%0.00%0.03%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

PHPIX vs. AFBIX - Drawdown Comparison

The maximum PHPIX drawdown since its inception was -77.37%, smaller than the maximum AFBIX drawdown of -86.79%. Use the drawdown chart below to compare losses from any high point for PHPIX and AFBIX.


Loading graphics...

Drawdown Indicators


PHPIXAFBIXDifference

Max Drawdown

Largest peak-to-trough decline

-77.37%

-86.79%

+9.42%

Max Drawdown (1Y)

Largest decline over 1 year

-19.35%

-8.85%

-10.50%

Max Drawdown (5Y)

Largest decline over 5 years

-39.21%

-21.10%

-18.11%

Max Drawdown (10Y)

Largest decline over 10 years

-45.46%

-37.53%

-7.93%

Current Drawdown

Current decline from peak

-17.65%

-81.49%

+63.84%

Average Drawdown

Average peak-to-trough decline

-31.88%

-57.58%

+25.70%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.40%

6.87%

+1.53%

Volatility

PHPIX vs. AFBIX - Volatility Comparison

ProFunds Pharmaceuticals UltraSector Fund (PHPIX) has a higher volatility of 11.33% compared to Access Flex Bear High Yield ProFund (AFBIX) at 1.99%. This indicates that PHPIX's price experiences larger fluctuations and is considered to be riskier than AFBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


PHPIXAFBIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.33%

1.99%

+9.34%

Volatility (6M)

Calculated over the trailing 6-month period

22.92%

2.76%

+20.16%

Volatility (1Y)

Calculated over the trailing 1-year period

35.40%

5.48%

+29.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.47%

7.26%

+20.21%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.53%

7.92%

+19.61%