UCPIX vs. VIIIX

In the year-to-date period, UCPIX achieves a 8.43% return, which is significantly higher than VIIIX's 1.05% return. Over the past 10 years, UCPIX has underperformed VIIIX with an annualized return of -23.45%, while VIIIX has yielded a comparatively higher 12.83% annualized return.

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UCPIX has a 1.78% expense ratio, which is higher than VIIIX's 0.02% expense ratio.

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.

The current UCPIX Sharpe Ratio is -0.20, which is lower than the VIIIX Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of UCPIX and VIIIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

UCPIX's dividend yield for the trailing twelve months is around 3.91%, more than VIIIX's 2.55% yield.

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.

ProFunds UltraShort Small Cap Fund (UCPIX) has a higher volatility of 13.09% compared to Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) at 4.78%. 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.