PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
UDPIX vs. PHPIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

UDPIX vs. PHPIX

Last updated Apr 1, 2026

Compare and contrast key facts about ProFunds Ultra Dow 30 ProFund (UDPIX) and ProFunds Pharmaceuticals UltraSector Fund (PHPIX).

UDPIX is managed by ProFunds. It was launched on Jun 2, 2002. PHPIX is managed by ProFunds. It was launched on Jun 27, 2000.

Performance

UDPIX vs. PHPIX - Performance Comparison

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

Loading graphics...

UDPIX vs. PHPIX - 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%
PHPIX
ProFunds Pharmaceuticals UltraSector Fund		-13.41%41.41%1.36%-11.28%-10.73%28.10%15.48%19.98%-14.91%10.19%

Returns By Period

In the year-to-date period, UDPIX achieves a -12.54% return, which is significantly higher than PHPIX's -13.41% return. Over the past 10 years, UDPIX has outperformed PHPIX with an annualized return of 18.20%, while PHPIX has yielded a comparatively lower 5.08% 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%

PHPIX

1D
-1.54%
1M
-15.65%
YTD
-13.41%
6M
8.28%
1Y
20.02%
3Y*
7.16%
5Y*
5.13%
10Y*
5.08%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

ProFunds Ultra Dow 30 ProFund

ProFunds Pharmaceuticals UltraSector Fund

Often compared with UDPIX:
UDPIX vs. INPIXUDPIX vs. NASDXUDPIX vs. DIAUDPIX vs. BIPIXUDPIX vs. BLPIXUDPIX vs. UGPIXUDPIX vs. UNPIX
Often compared with PHPIX:
PHPIX vs. FPHAXPHPIX vs. VOOPHPIX vs. USNQXPHPIX vs. BIPIXPHPIX vs. BLPIXPHPIX vs. RYGBXPHPIX vs. FNPIX

UDPIX vs. PHPIX - Expense Ratio Comparison

UDPIX has a 1.54% expense ratio, which is lower than PHPIX's 1.78% expense ratio.

PHPIX
ProFunds Pharmaceuticals UltraSector Fund
UDPIX
ProFunds Ultra Dow 30 ProFund

Return for Risk

UDPIX vs. PHPIX — 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
PHPIX
PHPIX Risk / Return Rank: 3232
Overall Rank
PHPIX Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
PHPIX Sortino Ratio Rank: 3636
Sortino Ratio Rank
PHPIX Omega Ratio Rank: 2727
Omega Ratio Rank
PHPIX Calmar Ratio Rank: 3838
Calmar Ratio Rank
PHPIX Martin Ratio Rank: 2727
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. PHPIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ProFunds Ultra Dow 30 ProFund (UDPIX) and ProFunds Pharmaceuticals UltraSector Fund (PHPIX). 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.

UDPIXPHPIXDifference

Sharpe ratio

Return per unit of total volatility

0.34

0.75

-0.41

Sortino ratio

Return per unit of downside risk

0.72

1.20

-0.48

Omega ratio

Gain probability vs. loss probability

1.10

1.15

-0.05

Calmar ratio

Return relative to maximum drawdown

0.36

1.02

-0.66

Martin ratio

Return relative to average drawdown

1.27

2.91

-1.64

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

UDPIX vs. PHPIX - Sharpe Ratio Comparison

The current UDPIX Sharpe Ratio is 0.34, which is lower than the PHPIX Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of UDPIX and PHPIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Loading graphics...

Sharpe Ratios by Period

UDPIXPHPIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.34

0.75

-0.41

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.34

0.19

+0.15

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.52

0.19

+0.34

Sharpe Ratio (All Time)

Calculated using the full available price history

0.31

0.11

+0.20

Correlation

The correlation between UDPIX and PHPIX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

UDPIX vs. PHPIX - Dividend Comparison

UDPIX's dividend yield for the trailing twelve months is around 4.46%, more than PHPIX's 1.03% yield.

TTM20252024202320222021202020192018201720162015
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%
PHPIX
ProFunds Pharmaceuticals UltraSector Fund		1.03%0.89%1.06%0.48%0.00%11.83%0.38%0.00%4.17%0.00%0.00%0.08%

Drawdowns

UDPIX vs. PHPIX - Drawdown Comparison

The maximum UDPIX drawdown since its inception was -81.97%, which is greater than PHPIX's maximum drawdown of -77.37%. Use the drawdown chart below to compare losses from any high point for UDPIX and PHPIX.

Loading graphics...

Drawdown Indicators

UDPIXPHPIXDifference

Max Drawdown

Largest peak-to-trough decline

-81.97%

-77.37%

-4.60%

Max Drawdown (1Y)

Largest decline over 1 year

-20.97%

-19.35%

-1.62%

Max Drawdown (5Y)

Largest decline over 5 years

-40.44%

-39.21%

-1.23%

Max Drawdown (10Y)

Largest decline over 10 years

-63.40%

-45.46%

-17.94%

Current Drawdown

Current decline from peak

-19.22%

-17.65%

-1.57%

Average Drawdown

Average peak-to-trough decline

-17.66%

-31.88%

+14.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.00%

8.40%

-2.40%

Volatility

UDPIX vs. PHPIX - Volatility Comparison

The current volatility for ProFunds Ultra Dow 30 ProFund (UDPIX) is 8.10%, while ProFunds Pharmaceuticals UltraSector Fund (PHPIX) has a volatility of 11.33%. This indicates that UDPIX experiences smaller price fluctuations and is considered to be less risky than PHPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Loading graphics...

Volatility by Period

UDPIXPHPIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.10%

11.33%

-3.23%

Volatility (6M)

Calculated over the trailing 6-month period

17.88%

22.92%

-5.04%

Volatility (1Y)

Calculated over the trailing 1-year period

33.34%

35.40%

-2.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.83%

27.47%

+2.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.04%

27.53%

+7.51%