PHPIX vs. IDPIX
Compare and contrast key facts about ProFunds Pharmaceuticals UltraSector Fund (PHPIX) and ProFunds Industrial Ultra Sector Fund (IDPIX).
PHPIX is managed by ProFunds. It was launched on Jun 27, 2000. IDPIX is managed by ProFunds. It was launched on Jan 29, 2004.
Performance
PHPIX vs. IDPIX - Performance Comparison
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PHPIX vs. IDPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
IDPIX ProFunds Industrial Ultra Sector Fund | 0.57% | 22.76% | 16.21% | 21.47% | -24.36% | 25.42% | 18.08% | 46.48% | -20.05% | 29.39% |
Returns By Period
In the year-to-date period, PHPIX achieves a -13.41% return, which is significantly lower than IDPIX's 0.57% return. Over the past 10 years, PHPIX has underperformed IDPIX with an annualized return of 5.08%, while IDPIX has yielded a comparatively higher 13.36% 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%
IDPIX
- 1D
- -2.46%
- 1M
- -16.95%
- YTD
- 0.57%
- 6M
- 0.55%
- 1Y
- 25.56%
- 3Y*
- 18.80%
- 5Y*
- 7.98%
- 10Y*
- 13.36%
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PHPIX vs. IDPIX - Expense Ratio Comparison
PHPIX has a 1.78% expense ratio, which is higher than IDPIX's 1.75% expense ratio.
Return for Risk
PHPIX vs. IDPIX — Risk / Return Rank
PHPIX
IDPIX
PHPIX vs. IDPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds Pharmaceuticals UltraSector Fund (PHPIX) and ProFunds Industrial Ultra Sector Fund (IDPIX). 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.
| PHPIX | IDPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 0.93 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.20 | 1.42 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.20 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.02 | 1.23 | -0.21 |
Martin ratioReturn relative to average drawdown | 2.91 | 4.75 | -1.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PHPIX | IDPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 0.93 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.30 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.19 | 0.45 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.11 | 0.33 | -0.22 |
Correlation
The correlation between PHPIX and IDPIX is 0.61, 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
PHPIX vs. IDPIX - Dividend Comparison
PHPIX's dividend yield for the trailing twelve months is around 1.03%, less than IDPIX's 1.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
IDPIX ProFunds Industrial Ultra Sector Fund | 1.75% | 1.76% | 0.00% | 0.00% | 0.00% | 4.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.62% |
Drawdowns
PHPIX vs. IDPIX - Drawdown Comparison
The maximum PHPIX drawdown since its inception was -77.37%, roughly equal to the maximum IDPIX drawdown of -79.54%. Use the drawdown chart below to compare losses from any high point for PHPIX and IDPIX.
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Drawdown Indicators
| PHPIX | IDPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.37% | -79.54% | +2.17% |
Max Drawdown (1Y)Largest decline over 1 year | -19.35% | -18.50% | -0.85% |
Max Drawdown (5Y)Largest decline over 5 years | -39.21% | -37.93% | -1.28% |
Max Drawdown (10Y)Largest decline over 10 years | -45.46% | -55.09% | +9.63% |
Current DrawdownCurrent decline from peak | -17.65% | -18.15% | +0.50% |
Average DrawdownAverage peak-to-trough decline | -31.88% | -15.04% | -16.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.40% | 4.81% | +3.59% |
Volatility
PHPIX vs. IDPIX - Volatility Comparison
ProFunds Pharmaceuticals UltraSector Fund (PHPIX) has a higher volatility of 11.33% compared to ProFunds Industrial Ultra Sector Fund (IDPIX) at 8.15%. This indicates that PHPIX's price experiences larger fluctuations and is considered to be riskier than IDPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PHPIX | IDPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.33% | 8.15% | +3.18% |
Volatility (6M)Calculated over the trailing 6-month period | 22.92% | 16.86% | +6.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.40% | 28.85% | +6.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.47% | 26.56% | +0.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.53% | 29.55% | -2.02% |