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.
Performance
UCPIX vs. VIIIX - Performance Comparison
Loading graphics...
UCPIX vs. VIIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UCPIX ProFunds UltraShort Small Cap Fund | 4.42% | -25.76% | -19.27% | -26.54% | 28.08% | -36.02% | -60.58% | -38.99% | 17.86% | -27.19% |
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | -7.06% | 17.87% | 26.29% | 25.79% | -18.14% | 28.69% | 18.41% | 31.48% | -4.41% | 21.82% |
Returns By Period
In the year-to-date period, UCPIX achieves a 4.42% return, which is significantly higher than VIIIX's -7.06% return. Over the past 10 years, UCPIX has underperformed VIIIX with an annualized return of -26.25%, while VIIIX has yielded a comparatively higher 13.82% annualized return.
UCPIX
- 1D
- 2.98%
- 1M
- 17.96%
- YTD
- 4.42%
- 6M
- -0.37%
- 1Y
- -36.57%
- 3Y*
- -21.18%
- 5Y*
- -12.60%
- 10Y*
- -26.25%
VIIIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.06%
- 6M
- -4.59%
- 1Y
- 14.44%
- 3Y*
- 17.57%
- 5Y*
- 11.54%
- 10Y*
- 13.82%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
UCPIX vs. VIIIX - Expense Ratio Comparison
UCPIX has a 1.78% expense ratio, which is higher than VIIIX's 0.02% expense ratio.
Return for Risk
UCPIX vs. VIIIX — Risk / Return Rank
UCPIX
VIIIX
UCPIX vs. VIIIX - Risk-Adjusted Trends 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.
| UCPIX | VIIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.77 | 0.84 | -1.61 |
Sortino ratioReturn per unit of downside risk | -0.98 | 1.30 | -2.27 |
Omega ratioGain probability vs. loss probability | 0.88 | 1.20 | -0.32 |
Calmar ratioReturn relative to maximum drawdown | -0.55 | 1.06 | -1.61 |
Martin ratioReturn relative to average drawdown | -0.72 | 5.14 | -5.86 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| UCPIX | VIIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.77 | 0.84 | -1.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | 0.69 | -0.72 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.09 | 0.77 | -0.86 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.13 | 0.46 | -0.59 |
Correlation
The correlation between UCPIX and VIIIX is -0.85. 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.
Dividends
UCPIX vs. VIIIX - Dividend Comparison
UCPIX's dividend yield for the trailing twelve months is around 4.42%, more than VIIIX's 2.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UCPIX ProFunds UltraShort Small Cap Fund | 4.42% | 4.61% | 4.24% | 4.77% | 0.00% | 0.00% | 0.00% | 0.30% | 0.00% | 0.00% | 0.00% | 0.00% |
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | 2.90% | 2.11% | 3.66% | 2.66% | 3.39% | 4.79% | 3.07% | 2.86% | 2.45% | 1.84% | 2.38% | 2.47% |
Drawdowns
UCPIX vs. VIIIX - Drawdown Comparison
The maximum UCPIX drawdown since its inception was -99.99%, 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.
Loading graphics...
Drawdown Indicators
| UCPIX | VIIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.99% | -55.18% | -44.81% |
Max Drawdown (1Y)Largest decline over 1 year | -60.48% | -12.12% | -48.36% |
Max Drawdown (5Y)Largest decline over 5 years | -95.26% | -24.50% | -70.76% |
Max Drawdown (10Y)Largest decline over 10 years | -99.41% | -33.79% | -65.62% |
Current DrawdownCurrent decline from peak | -99.92% | -8.90% | -91.02% |
Average DrawdownAverage peak-to-trough decline | -83.90% | -10.07% | -73.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 46.46% | 2.49% | +43.97% |
Volatility
UCPIX vs. VIIIX - Volatility Comparison
ProFunds UltraShort Small Cap Fund (UCPIX) has a higher volatility of 13.02% compared to Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) at 4.24%. 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.
Loading graphics...
Volatility by Period
| UCPIX | VIIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.02% | 4.24% | +8.78% |
Volatility (6M)Calculated over the trailing 6-month period | 28.20% | 9.08% | +19.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 46.62% | 18.13% | +28.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 402.11% | 16.85% | +385.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 286.11% | 18.02% | +268.09% |