SGPIX vs. MSCI

In the year-to-date period, SGPIX achieves a 1.59% return, which is significantly higher than MSCI's -3.97% return. Over the past 10 years, SGPIX has underperformed MSCI with an annualized return of 5.05%, while MSCI has yielded a comparatively higher 27.31% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for ProFunds Small Cap Growth Fund (SGPIX) and MSCI Inc. (MSCI). 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.

The current SGPIX Sharpe Ratio is 0.35, which is higher than the MSCI Sharpe Ratio of 0.08. The chart below compares the historical Sharpe Ratios of SGPIX and MSCI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SGPIX has not paid dividends to shareholders, while MSCI's dividend yield for the trailing twelve months is around 1.15%.

The maximum SGPIX drawdown since its inception was -61.39%, smaller than the maximum MSCI drawdown of -69.06%. Use the drawdown chart below to compare losses from any high point for SGPIX and MSCI. For additional features, visit the drawdowns tool.

The current volatility for ProFunds Small Cap Growth Fund (SGPIX) is 3.91%, while MSCI Inc. (MSCI) has a volatility of 6.95%. This indicates that SGPIX experiences smaller price fluctuations and is considered to be less risky than MSCI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.