SGPIX vs. VIOO

In the year-to-date period, SGPIX achieves a -5.56% return, which is significantly higher than VIOO's -8.22% return. Over the past 10 years, SGPIX has underperformed VIOO with an annualized return of 6.39%, while VIOO has yielded a comparatively higher 7.57% annualized return.

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SGPIX has a 1.60% expense ratio, which is higher than VIOO's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for ProFunds Small Cap Growth Fund (SGPIX) and Vanguard S&P Small-Cap 600 ETF (VIOO). 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 -0.08, which is lower than the VIOO Sharpe Ratio of -0.03. The chart below compares the historical Sharpe Ratios of SGPIX and VIOO, 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's dividend yield for the trailing twelve months is around 1.67%, more than VIOO's 1.62% yield.

The maximum SGPIX drawdown since its inception was -58.69%, which is greater than VIOO's maximum drawdown of -44.15%. Use the drawdown chart below to compare losses from any high point for SGPIX and VIOO.

The current volatility for ProFunds Small Cap Growth Fund (SGPIX) is 6.03%, while Vanguard S&P Small-Cap 600 ETF (VIOO) has a volatility of 6.64%. This indicates that SGPIX experiences smaller price fluctuations and is considered to be less risky than VIOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.