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UDPIX vs. BLPIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

UDPIX vs. BLPIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ProFunds Ultra Dow 30 ProFund (UDPIX) and ProFunds Bull Investor Fund (BLPIX). The values are adjusted to include any dividend payments, if applicable.

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UDPIX vs. BLPIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
UDPIX
ProFunds Ultra Dow 30 ProFund
-12.54%19.96%18.13%23.94%-19.89%52.21%15.74%47.47%-13.82%54.86%
BLPIX
ProFunds Bull Investor Fund
-7.48%15.01%20.24%24.13%-19.81%23.73%16.04%28.97%-6.09%19.51%

Returns By Period

In the year-to-date period, UDPIX achieves a -12.54% return, which is significantly lower than BLPIX's -7.48% return. Over the past 10 years, UDPIX has outperformed BLPIX with an annualized return of 18.20%, while BLPIX has yielded a comparatively lower 11.09% annualized return.


UDPIX

1D
0.19%
1M
-15.04%
YTD
-12.54%
6M
-7.17%
1Y
9.29%
3Y*
15.50%
5Y*
10.03%
10Y*
18.20%

BLPIX

1D
-0.41%
1M
-7.83%
YTD
-7.48%
6M
-5.44%
1Y
11.71%
3Y*
14.07%
5Y*
8.32%
10Y*
11.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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UDPIX vs. BLPIX - Expense Ratio Comparison

UDPIX has a 1.54% expense ratio, which is higher than BLPIX's 1.50% expense ratio.


Return for Risk

UDPIX vs. BLPIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

UDPIX
UDPIX Risk / Return Rank: 1515
Overall Rank
UDPIX Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
UDPIX Sortino Ratio Rank: 1616
Sortino Ratio Rank
UDPIX Omega Ratio Rank: 1616
Omega Ratio Rank
UDPIX Calmar Ratio Rank: 1414
Calmar Ratio Rank
UDPIX Martin Ratio Rank: 1414
Martin Ratio Rank

BLPIX
BLPIX Risk / Return Rank: 3232
Overall Rank
BLPIX Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
BLPIX Sortino Ratio Rank: 3131
Sortino Ratio Rank
BLPIX Omega Ratio Rank: 3434
Omega Ratio Rank
BLPIX Calmar Ratio Rank: 2929
Calmar Ratio Rank
BLPIX Martin Ratio Rank: 3636
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

UDPIX vs. BLPIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ProFunds Ultra Dow 30 ProFund (UDPIX) and ProFunds Bull Investor Fund (BLPIX). 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.


UDPIXBLPIXDifference

Sharpe ratio

Return per unit of total volatility

0.34

0.69

-0.34

Sortino ratio

Return per unit of downside risk

0.72

1.08

-0.36

Omega ratio

Gain probability vs. loss probability

1.10

1.17

-0.07

Calmar ratio

Return relative to maximum drawdown

0.36

0.83

-0.47

Martin ratio

Return relative to average drawdown

1.27

3.84

-2.57

UDPIX vs. BLPIX - Sharpe Ratio Comparison

The current UDPIX Sharpe Ratio is 0.34, which is lower than the BLPIX Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of UDPIX and BLPIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


UDPIXBLPIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.34

0.69

-0.34

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.34

0.49

-0.16

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.52

0.63

-0.11

Sharpe Ratio (All Time)

Calculated using the full available price history

0.31

0.33

-0.02

Correlation

The correlation between UDPIX and BLPIX is 0.93, 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.


Dividends

UDPIX vs. BLPIX - Dividend Comparison

UDPIX's dividend yield for the trailing twelve months is around 4.46%, more than BLPIX's 1.71% yield.


TTM202520242023202220212020201920182017
UDPIX
ProFunds Ultra Dow 30 ProFund
4.46%3.90%0.00%0.95%0.00%13.43%14.53%1.96%0.93%0.02%
BLPIX
ProFunds Bull Investor Fund
1.71%1.58%0.00%0.03%0.98%6.68%5.79%1.64%0.62%0.00%

Drawdowns

UDPIX vs. BLPIX - Drawdown Comparison

The maximum UDPIX drawdown since its inception was -81.97%, which is greater than BLPIX's maximum drawdown of -57.98%. Use the drawdown chart below to compare losses from any high point for UDPIX and BLPIX.


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Drawdown Indicators


UDPIXBLPIXDifference

Max Drawdown

Largest peak-to-trough decline

-81.97%

-57.98%

-23.99%

Max Drawdown (1Y)

Largest decline over 1 year

-20.97%

-12.15%

-8.82%

Max Drawdown (5Y)

Largest decline over 5 years

-40.44%

-26.11%

-14.33%

Max Drawdown (10Y)

Largest decline over 10 years

-63.40%

-33.93%

-29.47%

Current Drawdown

Current decline from peak

-19.22%

-9.21%

-10.01%

Average Drawdown

Average peak-to-trough decline

-17.66%

-13.95%

-3.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.00%

2.63%

+3.37%

Volatility

UDPIX vs. BLPIX - Volatility Comparison

ProFunds Ultra Dow 30 ProFund (UDPIX) has a higher volatility of 8.10% compared to ProFunds Bull Investor Fund (BLPIX) at 4.24%. This indicates that UDPIX's price experiences larger fluctuations and is considered to be riskier than BLPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


UDPIXBLPIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.10%

4.24%

+3.86%

Volatility (6M)

Calculated over the trailing 6-month period

17.88%

9.08%

+8.80%

Volatility (1Y)

Calculated over the trailing 1-year period

33.34%

18.09%

+15.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.83%

16.90%

+12.93%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.04%

17.70%

+17.34%