UAPIX vs. BTCFX
UAPIX (ProFunds UltraSmall Cap Fund) and BTCFX (Bitcoin ProFund Investor Class) are both mutual funds - UAPIX is a Leveraged Equities fund managed by ProFunds, while BTCFX is a Cryptocurrency fund actively managed by ProFunds. Over the past 3 years, UAPIX returned 24.17%/yr vs 18.14%/yr for BTCFX. At a 0.43 correlation, their price movements are largely independent. UAPIX charges 1.60%/yr vs 1.18%/yr for BTCFX.
Performance
UAPIX vs. BTCFX - Performance Comparison
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Returns By Period
In the year-to-date period, UAPIX achieves a 39.71% return, which is significantly higher than BTCFX's -29.04% return.
UAPIX
- 1D
- 2.46%
- 1M
- 2.92%
- 6M
- 25.26%
- YTD
- 39.71%
- 1Y
- 66.43%
- 3Y*
- 24.17%
- 5Y*
- 2.60%
- 10Y*
- 11.17%
BTCFX
- 1D
- 1.54%
- 1M
- -0.72%
- 6M
- -31.08%
- YTD
- -29.04%
- 1Y
- -48.94%
- 3Y*
- 18.14%
- 5Y*
- —
- 10Y*
- —
UAPIX vs. BTCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
UAPIX ProFunds UltraSmall Cap Fund | 39.71% | 12.77% | 10.42% | 22.26% | -43.78% | -1.80% |
BTCFX Bitcoin ProFund Investor Class | -29.04% | -11.83% | 102.93% | 133.31% | -64.04% | -3.69% |
Correlation
The correlation between UAPIX and BTCFX is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.48 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since Aug 9, 2021 | 0.43 |
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Return for Risk
UAPIX vs. BTCFX — Risk / Return Rank
UAPIX
BTCFX
UAPIX vs. BTCFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds UltraSmall Cap Fund (UAPIX) and Bitcoin ProFund Investor Class (BTCFX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| UAPIX | BTCFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.68 | ||
| Sortino ratioReturn per unit of downside risk | +3.81 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 0.83 | +0.44 |
| Calmar ratioReturn relative to maximum drawdown | 2.87 | -0.84 | +3.71 |
| Martin ratioReturn relative to average drawdown | 9.74 | -1.38 | +11.12 |
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Drawdowns
UAPIX vs. BTCFX - Drawdown Comparison
The maximum UAPIX drawdown since its inception was -88.51%, which is greater than BTCFX's maximum drawdown of -77.89%. Use the drawdown chart below to compare losses from any high point for UAPIX and BTCFX.
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Drawdown Indicators
| UAPIX | BTCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -88.51% | -77.89% | -10.62% |
Max Drawdown (1Y)Largest decline over 1 year | -22.32% | -54.81% | +32.49% |
Max Drawdown (3Y)Largest decline over 3 years | -49.86% | -54.81% | +4.95% |
Max Drawdown (5Y)Largest decline over 5 years | -61.82% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -72.18% | — | — |
Current DrawdownCurrent decline from peak | -2.27% | -51.34% | +49.07% |
Average DrawdownAverage peak-to-trough decline | -35.92% | -36.24% | +0.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.56% | 33.42% | -26.86% |
Volatility
UAPIX vs. BTCFX - Volatility Comparison
The current volatility for ProFunds UltraSmall Cap Fund (UAPIX) is 9.56%, while Bitcoin ProFund Investor Class (BTCFX) has a volatility of 11.13%. This indicates that UAPIX experiences smaller price fluctuations and is considered to be less risky than BTCFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UAPIX | BTCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.56% | 11.13% | -1.57% |
Volatility (6M)Calculated over the trailing 6-month period | 28.35% | 34.76% | -6.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.04% | 44.70% | -5.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 45.25% | 55.17% | -9.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 46.43% | 55.17% | -8.74% |
UAPIX vs. BTCFX - Expense Ratio Comparison
UAPIX has a 1.60% expense ratio, which is higher than BTCFX's 1.18% expense ratio.
Dividends
UAPIX vs. BTCFX - Dividend Comparison
UAPIX's dividend yield for the trailing twelve months is around 0.34%, less than BTCFX's 33.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
BTCFX Bitcoin ProFund Investor Class | 33.08% | 44.62% | 24.28% | 10.95% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UAPIX ProFunds UltraSmall Cap Fund | 0.34% | 0.47% | 1.06% | 0.73% | 0.00% | 0.00% | 0.00% | 0.00% | 0.13% |
Frequently Asked Questions
UAPIX and BTCFX have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BTCFX has higher volatility (11.13%) compared to UAPIX (9.56%). In terms of maximum drawdown, UAPIX dropped -88.51% vs BTCFX's -77.89%.
UAPIX currently has the higher Sharpe Ratio (1.64 vs -1.04), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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