UDPIX vs. BTCFX
UDPIX (ProFunds Ultra Dow 30 ProFund) and BTCFX (Bitcoin ProFund Investor Class) are both mutual funds - UDPIX is a Leveraged Equities fund managed by ProFunds, while BTCFX is a Cryptocurrency fund actively managed by ProFunds. Over the past 3 years, UDPIX returned 24.71%/yr vs 20.18%/yr for BTCFX. At a 0.36 correlation, their price movements are largely independent. UDPIX charges 1.54%/yr vs 1.18%/yr for BTCFX.
Performance
UDPIX vs. BTCFX - Performance Comparison
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Returns By Period
In the year-to-date period, UDPIX achieves a 16.97% return, which is significantly higher than BTCFX's -27.15% return.
UDPIX
- 1D
- 0.54%
- 1M
- 2.10%
- 6M
- 10.79%
- YTD
- 16.97%
- 1Y
- 35.37%
- 3Y*
- 24.71%
- 5Y*
- 14.32%
- 10Y*
- 20.68%
BTCFX
- 1D
- 0.56%
- 1M
- -1.25%
- 6M
- -32.94%
- YTD
- -27.15%
- 1Y
- -48.07%
- 3Y*
- 20.18%
- 5Y*
- —
- 10Y*
- —
UDPIX vs. BTCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
UDPIX ProFunds Ultra Dow 30 ProFund | 16.97% | 19.96% | 18.13% | 23.94% | -19.89% | 15.36% |
BTCFX Bitcoin ProFund Investor Class | -27.15% | -11.83% | 102.93% | 133.31% | -64.04% | -3.69% |
Correlation
The correlation between UDPIX and BTCFX is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since Aug 9, 2021 | 0.36 |
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Return for Risk
UDPIX vs. BTCFX — Risk / Return Rank
UDPIX
BTCFX
UDPIX vs. BTCFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds Ultra Dow 30 ProFund (UDPIX) 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.
| UDPIX | BTCFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.56 | ||
| Sortino ratioReturn per unit of downside risk | +3.75 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 0.82 | +0.44 |
| Calmar ratioReturn relative to maximum drawdown | 1.91 | -0.86 | +2.76 |
| Martin ratioReturn relative to average drawdown | 6.98 | -1.38 | +8.35 |
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Drawdowns
UDPIX vs. BTCFX - Drawdown Comparison
The maximum UDPIX drawdown since its inception was -81.97%, which is greater than BTCFX's maximum drawdown of -77.89%. Use the drawdown chart below to compare losses from any high point for UDPIX and BTCFX.
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Drawdown Indicators
| UDPIX | BTCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.97% | -77.89% | -4.08% |
Max Drawdown (1Y)Largest decline over 1 year | -19.37% | -54.81% | +35.44% |
Max Drawdown (3Y)Largest decline over 3 years | -33.41% | -54.81% | +21.40% |
Max Drawdown (5Y)Largest decline over 5 years | -40.44% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -63.40% | — | — |
Current DrawdownCurrent decline from peak | -1.68% | -50.04% | +48.36% |
Average DrawdownAverage peak-to-trough decline | -17.49% | -36.28% | +18.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.28% | 34.03% | -28.75% |
Volatility
UDPIX vs. BTCFX - Volatility Comparison
The current volatility for ProFunds Ultra Dow 30 ProFund (UDPIX) is 4.83%, while Bitcoin ProFund Investor Class (BTCFX) has a volatility of 11.65%. This indicates that UDPIX 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
| UDPIX | BTCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.83% | 11.65% | -6.82% |
Volatility (6M)Calculated over the trailing 6-month period | 19.41% | 35.05% | -15.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.63% | 44.61% | -19.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.10% | 55.13% | -25.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.08% | 55.13% | -20.05% |
UDPIX vs. BTCFX - Expense Ratio Comparison
UDPIX has a 1.54% expense ratio, which is higher than BTCFX's 1.18% expense ratio.
Dividends
UDPIX vs. BTCFX - Dividend Comparison
UDPIX's dividend yield for the trailing twelve months is around 3.33%, less than BTCFX's 32.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
BTCFX Bitcoin ProFund Investor Class | 32.22% | 44.62% | 24.28% | 10.95% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UDPIX ProFunds Ultra Dow 30 ProFund | 3.33% | 3.90% | 0.00% | 0.95% | 0.00% | 13.43% | 14.53% | 1.96% | 0.93% | 0.02% |
Frequently Asked Questions
UDPIX and BTCFX have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BTCFX has higher volatility (11.65%) compared to UDPIX (4.83%). In terms of maximum drawdown, UDPIX dropped -81.97% vs BTCFX's -77.89%.
UDPIX currently has the higher Sharpe Ratio (1.50 vs -1.05), 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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