UGPIX vs. RMQHX
Compare and contrast key facts about ProFunds UltraChina (UGPIX) and Rydex Monthly Rebalance NASDAQ-100 2x Strategy H (RMQHX).
UGPIX is managed by ProFunds. It was launched on Feb 3, 2008. RMQHX is a passively managed fund by Guggenheim that tracks the performance of the NASDAQ-100. It was launched on Nov 28, 2014.
Performance
UGPIX vs. RMQHX - Performance Comparison
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UGPIX vs. RMQHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UGPIX ProFunds UltraChina | -23.40% | 36.28% | -21.79% | -11.49% | -53.03% | -73.86% | 76.47% | 40.07% | -46.51% | 105.73% |
RMQHX Rydex Monthly Rebalance NASDAQ-100 2x Strategy H | -12.99% | 33.90% | 44.74% | 115.89% | -59.96% | 56.33% | 101.06% | 80.70% | -7.28% | 69.79% |
Returns By Period
In the year-to-date period, UGPIX achieves a -23.40% return, which is significantly lower than RMQHX's -12.99% return. Over the past 10 years, UGPIX has underperformed RMQHX with an annualized return of -13.77%, while RMQHX has yielded a comparatively higher 31.05% annualized return.
UGPIX
- 1D
- 6.32%
- 1M
- -11.64%
- YTD
- -23.40%
- 6M
- -46.37%
- 1Y
- -27.79%
- 3Y*
- -13.91%
- 5Y*
- -36.96%
- 10Y*
- -13.77%
RMQHX
- 1D
- 7.46%
- 1M
- -10.36%
- YTD
- -12.99%
- 6M
- -11.17%
- 1Y
- 39.17%
- 3Y*
- 37.08%
- 5Y*
- 16.36%
- 10Y*
- 31.05%
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UGPIX vs. RMQHX - Expense Ratio Comparison
UGPIX has a 1.74% expense ratio, which is higher than RMQHX's 1.27% expense ratio.
Return for Risk
UGPIX vs. RMQHX — Risk / Return Rank
UGPIX
RMQHX
UGPIX vs. RMQHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds UltraChina (UGPIX) and Rydex Monthly Rebalance NASDAQ-100 2x Strategy H (RMQHX). 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.
| UGPIX | RMQHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.46 | 0.87 | -1.33 |
Sortino ratioReturn per unit of downside risk | -0.34 | 1.54 | -1.87 |
Omega ratioGain probability vs. loss probability | 0.96 | 1.22 | -0.26 |
Calmar ratioReturn relative to maximum drawdown | -0.53 | 1.64 | -2.18 |
Martin ratioReturn relative to average drawdown | -1.14 | 5.65 | -6.79 |
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
| UGPIX | RMQHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.46 | 0.87 | -1.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.10 | 0.36 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.05 | 0.67 | -0.72 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.05 | 0.64 | -0.69 |
Correlation
The correlation between UGPIX and RMQHX is 0.56, 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
UGPIX vs. RMQHX - Dividend Comparison
UGPIX's dividend yield for the trailing twelve months is around 7.89%, less than RMQHX's 39.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UGPIX ProFunds UltraChina | 7.89% | 6.05% | 2.91% | 3.25% | 0.00% | 0.00% | 0.00% | 0.08% | 0.00% | 0.77% |
RMQHX Rydex Monthly Rebalance NASDAQ-100 2x Strategy H | 39.96% | 34.77% | 25.22% | 3.66% | 0.00% | 2.13% | 5.17% | 0.10% | 0.00% | 0.00% |
Drawdowns
UGPIX vs. RMQHX - Drawdown Comparison
The maximum UGPIX drawdown since its inception was -99.66%, which is greater than RMQHX's maximum drawdown of -63.21%. Use the drawdown chart below to compare losses from any high point for UGPIX and RMQHX.
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Drawdown Indicators
| UGPIX | RMQHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.66% | -63.21% | -36.45% |
Max Drawdown (1Y)Largest decline over 1 year | -51.12% | -25.11% | -26.01% |
Max Drawdown (5Y)Largest decline over 5 years | -98.52% | -63.21% | -35.31% |
Max Drawdown (10Y)Largest decline over 10 years | -99.10% | -63.21% | -35.89% |
Current DrawdownCurrent decline from peak | -97.82% | -19.37% | -78.45% |
Average DrawdownAverage peak-to-trough decline | -82.61% | -13.01% | -69.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 23.89% | 7.31% | +16.58% |
Volatility
UGPIX vs. RMQHX - Volatility Comparison
ProFunds UltraChina (UGPIX) has a higher volatility of 17.25% compared to Rydex Monthly Rebalance NASDAQ-100 2x Strategy H (RMQHX) at 13.71%. This indicates that UGPIX's price experiences larger fluctuations and is considered to be riskier than RMQHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UGPIX | RMQHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.25% | 13.71% | +3.54% |
Volatility (6M)Calculated over the trailing 6-month period | 37.06% | 26.24% | +10.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 57.87% | 47.80% | +10.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 390.12% | 46.30% | +343.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 277.88% | 46.36% | +231.52% |