UCPIX vs. VIIIX
Compare and contrast key facts about ProFunds UltraShort Small Cap Fund (UCPIX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX).
UCPIX is managed by ProFunds. It was launched on Jan 29, 2004. VIIIX is managed by Vanguard. It was launched on Jul 7, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UCPIX or VIIIX.
Correlation
The correlation between UCPIX and VIIIX is -0.86. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
UCPIX vs. VIIIX - Performance Comparison
Key characteristics
UCPIX:
-0.51
VIIIX:
1.72
UCPIX:
-0.51
VIIIX:
2.32
UCPIX:
0.94
VIIIX:
1.32
UCPIX:
-0.20
VIIIX:
2.63
UCPIX:
-0.95
VIIIX:
10.35
UCPIX:
21.12%
VIIIX:
2.15%
UCPIX:
39.48%
VIIIX:
12.91%
UCPIX:
-99.93%
VIIIX:
-55.18%
UCPIX:
-99.92%
VIIIX:
-0.42%
Returns By Period
In the year-to-date period, UCPIX achieves a -2.31% return, which is significantly lower than VIIIX's 4.19% return. Over the past 10 years, UCPIX has underperformed VIIIX with an annualized return of -24.75%, while VIIIX has yielded a comparatively higher 12.00% annualized return.
UCPIX
-2.31%
5.39%
-10.15%
-23.07%
-28.91%
-24.75%
VIIIX
4.19%
1.25%
9.36%
22.79%
12.48%
12.00%
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UCPIX vs. VIIIX - Expense Ratio Comparison
UCPIX has a 1.78% expense ratio, which is higher than VIIIX's 0.02% expense ratio.
Risk-Adjusted Performance
UCPIX vs. VIIIX — Risk-Adjusted Performance Rank
UCPIX
VIIIX
UCPIX vs. VIIIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds UltraShort Small Cap Fund (UCPIX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX). 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
UCPIX vs. VIIIX - Dividend Comparison
UCPIX's dividend yield for the trailing twelve months is around 4.34%, more than VIIIX's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UCPIX ProFunds UltraShort Small Cap Fund | 4.34% | 4.24% | 4.77% | 0.00% | 0.00% | 0.00% | 0.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | 1.23% | 1.28% | 1.49% | 1.75% | 1.30% | 1.60% | 1.93% | 2.14% | 1.84% | 2.09% | 2.47% | 1.90% |
Drawdowns
UCPIX vs. VIIIX - Drawdown Comparison
The maximum UCPIX drawdown since its inception was -99.93%, which is greater than VIIIX's maximum drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for UCPIX and VIIIX. For additional features, visit the drawdowns tool.
Volatility
UCPIX vs. VIIIX - Volatility Comparison
ProFunds UltraShort Small Cap Fund (UCPIX) has a higher volatility of 7.58% compared to Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) at 3.00%. This indicates that UCPIX's price experiences larger fluctuations and is considered to be riskier than VIIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.