UDPIX vs. NASDX
Compare and contrast key facts about ProFunds Ultra Dow 30 ProFund (UDPIX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX).
UDPIX is managed by ProFunds. It was launched on Jun 2, 2002. NASDX is a passively managed fund by BlackRock that tracks the performance of the NASDAQ-100 Index. It was launched on Jan 18, 2000.
Performance
UDPIX vs. NASDX - Performance Comparison
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UDPIX vs. NASDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | -9.12% | 21.00% | 36.91% | 54.69% | -32.57% | 27.32% | 48.59% | 38.22% | -1.21% | 31.27% |
Returns By Period
In the year-to-date period, UDPIX achieves a -12.54% return, which is significantly lower than NASDX's -9.12% return. Both investments have delivered pretty close results over the past 10 years, with UDPIX having a 18.20% annualized return and NASDX not far ahead at 19.08%.
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%
NASDX
- 1D
- -0.79%
- 1M
- -8.02%
- YTD
- -9.12%
- 6M
- -6.79%
- 1Y
- 19.59%
- 3Y*
- 24.51%
- 5Y*
- 14.42%
- 10Y*
- 19.08%
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UDPIX vs. NASDX - Expense Ratio Comparison
UDPIX has a 1.54% expense ratio, which is higher than NASDX's 0.63% expense ratio.
Return for Risk
UDPIX vs. NASDX — Risk / Return Rank
UDPIX
NASDX
UDPIX vs. NASDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds Ultra Dow 30 ProFund (UDPIX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX). 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.
| UDPIX | NASDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.34 | 0.88 | -0.54 |
Sortino ratioReturn per unit of downside risk | 0.72 | 1.40 | -0.68 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.20 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.36 | 1.31 | -0.95 |
Martin ratioReturn relative to average drawdown | 1.27 | 5.01 | -3.74 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UDPIX | NASDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | 0.88 | -0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.63 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.85 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.29 | +0.02 |
Correlation
The correlation between UDPIX and NASDX is 0.78, 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. NASDX - Dividend Comparison
UDPIX's dividend yield for the trailing twelve months is around 4.46%, more than NASDX's 3.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | 3.93% | 3.76% | 16.95% | 7.61% | 3.75% | 2.59% | 1.28% | 7.09% | 2.47% | 1.65% | 0.75% | 0.85% |
Drawdowns
UDPIX vs. NASDX - Drawdown Comparison
The maximum UDPIX drawdown since its inception was -81.97%, roughly equal to the maximum NASDX drawdown of -83.16%. Use the drawdown chart below to compare losses from any high point for UDPIX and NASDX.
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Drawdown Indicators
| UDPIX | NASDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.97% | -83.16% | +1.19% |
Max Drawdown (1Y)Largest decline over 1 year | -20.97% | -12.70% | -8.27% |
Max Drawdown (5Y)Largest decline over 5 years | -40.44% | -35.33% | -5.11% |
Max Drawdown (10Y)Largest decline over 10 years | -63.40% | -35.33% | -28.07% |
Current DrawdownCurrent decline from peak | -19.22% | -11.90% | -7.32% |
Average DrawdownAverage peak-to-trough decline | -17.66% | -34.59% | +16.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.00% | 3.32% | +2.68% |
Volatility
UDPIX vs. NASDX - Volatility Comparison
ProFunds Ultra Dow 30 ProFund (UDPIX) has a higher volatility of 8.10% compared to Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) at 5.38%. This indicates that UDPIX's price experiences larger fluctuations and is considered to be riskier than NASDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UDPIX | NASDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.10% | 5.38% | +2.72% |
Volatility (6M)Calculated over the trailing 6-month period | 17.88% | 12.45% | +5.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.34% | 22.55% | +10.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.83% | 23.03% | +6.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.04% | 22.61% | +12.43% |