SMPIX vs. TTIIX
Compare and contrast key facts about ProFunds Semiconductor UltraSector Fund (SMPIX) and TIAA-CREF Lifecycle Index 2055 Fund (TTIIX).
SMPIX is managed by ProFunds. It was launched on Jun 18, 2000. TTIIX is managed by TIAA Investments. It was launched on Apr 28, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SMPIX or TTIIX.
Key characteristics
| SMPIX | TTIIX | |
|---|---|---|
| YTD Return | 124.61% | 18.26% |
| 1Y Return | 178.96% | 30.56% |
| 3Y Return (Ann) | 37.22% | 5.40% |
| 5Y Return (Ann) | 50.50% | 11.03% |
| 10Y Return (Ann) | 33.44% | 9.70% |
| Sharpe Ratio | 2.98 | 2.46 |
| Sortino Ratio | 3.04 | 3.32 |
| Omega Ratio | 1.41 | 1.48 |
| Calmar Ratio | 4.79 | 2.81 |
| Martin Ratio | 13.76 | 17.28 |
| Ulcer Index | 13.02% | 1.72% |
| Daily Std Dev | 60.21% | 12.06% |
| Max Drawdown | -93.64% | -31.76% |
| Current Drawdown | -4.38% | -0.19% |
Correlation
The correlation between SMPIX and TTIIX is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SMPIX vs. TTIIX - Performance Comparison
In the year-to-date period, SMPIX achieves a 124.61% return, which is significantly higher than TTIIX's 18.26% return. Over the past 10 years, SMPIX has outperformed TTIIX with an annualized return of 33.44%, while TTIIX has yielded a comparatively lower 9.70% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SMPIX vs. TTIIX - Expense Ratio Comparison
SMPIX has a 1.49% expense ratio, which is higher than TTIIX's 0.10% expense ratio.
Risk-Adjusted Performance
SMPIX vs. TTIIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds Semiconductor UltraSector Fund (SMPIX) and TIAA-CREF Lifecycle Index 2055 Fund (TTIIX). 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.
Dividends
SMPIX vs. TTIIX - Dividend Comparison
SMPIX has not paid dividends to shareholders, while TTIIX's dividend yield for the trailing twelve months is around 1.73%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMPIX ProFunds Semiconductor UltraSector Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.34% | 12.90% | 0.85% | 1.17% | 0.00% | 0.00% | 1.16% |
TTIIX TIAA-CREF Lifecycle Index 2055 Fund | 1.73% | 2.05% | 1.96% | 1.90% | 1.59% | 2.12% | 2.40% | 1.93% | 2.04% | 2.19% | 2.20% | 1.90% |
Drawdowns
SMPIX vs. TTIIX - Drawdown Comparison
The maximum SMPIX drawdown since its inception was -93.64%, which is greater than TTIIX's maximum drawdown of -31.76%. Use the drawdown chart below to compare losses from any high point for SMPIX and TTIIX. For additional features, visit the drawdowns tool.
Volatility
SMPIX vs. TTIIX - Volatility Comparison
ProFunds Semiconductor UltraSector Fund (SMPIX) has a higher volatility of 15.00% compared to TIAA-CREF Lifecycle Index 2055 Fund (TTIIX) at 3.08%. This indicates that SMPIX's price experiences larger fluctuations and is considered to be riskier than TTIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.