SMPIX vs. TQQQ

In the year-to-date period, SMPIX achieves a -3.62% return, which is significantly higher than TQQQ's -10.81% return. Over the past 10 years, SMPIX has outperformed TQQQ with an annualized return of 34.14%, while TQQQ has yielded a comparatively lower 31.23% annualized return.

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SMPIX has a 1.49% expense ratio, which is higher than TQQQ's 0.95% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for ProFunds Semiconductor UltraSector Fund (SMPIX) and ProShares UltraPro QQQ (TQQQ). 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 SMPIX Sharpe Ratio is 0.04, which is lower than the TQQQ Sharpe Ratio of 0.14. The chart below compares the historical Sharpe Ratios of SMPIX and TQQQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SMPIX's dividend yield for the trailing twelve months is around 14.67%, more than TQQQ's 1.40% yield.

The maximum SMPIX drawdown since its inception was -93.97%, which is greater than TQQQ's maximum drawdown of -81.66%. Use the drawdown chart below to compare losses from any high point for SMPIX and TQQQ.

The current volatility for ProFunds Semiconductor UltraSector Fund (SMPIX) is 13.35%, while ProShares UltraPro QQQ (TQQQ) has a volatility of 16.36%. This indicates that SMPIX experiences smaller price fluctuations and is considered to be less risky than TQQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.