UGPIX vs. SMH

In the year-to-date period, UGPIX achieves a 17.88% return, which is significantly higher than SMH's 0.79% return. Over the past 10 years, UGPIX has underperformed SMH with an annualized return of -16.70%, while SMH has yielded a comparatively higher 24.79% annualized return.

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UGPIX has a 1.74% expense ratio, which is higher than SMH's 0.35% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for ProFunds UltraChina (UGPIX) and VanEck Vectors Semiconductor ETF (SMH). 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.

The current UGPIX Sharpe Ratio is -0.01, which is lower than the SMH Sharpe Ratio of -0.00. The chart below compares the historical Sharpe Ratios of UGPIX and SMH, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

UGPIX's dividend yield for the trailing twelve months is around 2.47%, more than SMH's 0.44% yield.

The maximum UGPIX drawdown since its inception was -97.67%, which is greater than SMH's maximum drawdown of -83.29%. Use the drawdown chart below to compare losses from any high point for UGPIX and SMH.

ProFunds UltraChina (UGPIX) has a higher volatility of 16.59% compared to VanEck Vectors Semiconductor ETF (SMH) at 8.70%. This indicates that UGPIX's price experiences larger fluctuations and is considered to be riskier than SMH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.