UIPIX vs. RYURX
Compare and contrast key facts about ProFunds UltraShort Mid Cap Fund (UIPIX) and Rydex Inverse S&P 500 Strategy Fund (RYURX).
UIPIX is managed by ProFunds. It was launched on Jan 29, 2004. RYURX is managed by Rydex Funds. It was launched on Jan 6, 1994.
Performance
UIPIX vs. RYURX - Performance Comparison
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UIPIX vs. RYURX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UIPIX ProFunds UltraShort Mid Cap Fund | 0.89% | -13.23% | -22.21% | -23.20% | 11.30% | -42.71% | -53.90% | -38.37% | 21.21% | -27.33% |
RYURX Rydex Inverse S&P 500 Strategy Fund | 8.78% | -82.28% | -13.04% | -14.56% | 17.56% | -24.19% | -24.90% | -22.65% | 4.33% | -17.38% |
Returns By Period
In the year-to-date period, UIPIX achieves a 0.89% return, which is significantly lower than RYURX's 8.78% return. Both investments have delivered pretty close results over the past 10 years, with UIPIX having a -24.63% annualized return and RYURX not far behind at -24.82%.
UIPIX
- 1D
- 1.72%
- 1M
- 17.91%
- YTD
- 0.89%
- 6M
- -1.71%
- 1Y
- -23.26%
- 3Y*
- -17.37%
- 5Y*
- -14.84%
- 10Y*
- -24.63%
RYURX
- 1D
- 0.42%
- 1M
- 8.50%
- YTD
- 8.78%
- 6M
- 7.52%
- 1Y
- -9.01%
- 3Y*
- -46.66%
- 5Y*
- -32.84%
- 10Y*
- -24.82%
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UIPIX vs. RYURX - Expense Ratio Comparison
UIPIX has a 1.78% expense ratio, which is higher than RYURX's 1.49% expense ratio.
Return for Risk
UIPIX vs. RYURX — Risk / Return Rank
UIPIX
RYURX
UIPIX vs. RYURX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds UltraShort Mid Cap Fund (UIPIX) and Rydex Inverse S&P 500 Strategy Fund (RYURX). 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.
| UIPIX | RYURX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.58 | -0.53 | -0.05 |
Sortino ratioReturn per unit of downside risk | -0.63 | -0.63 | 0.00 |
Omega ratioGain probability vs. loss probability | 0.92 | 0.91 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | -0.42 | -0.29 | -0.13 |
Martin ratioReturn relative to average drawdown | -0.56 | -0.35 | -0.21 |
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
| UIPIX | RYURX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.58 | -0.53 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.04 | -0.83 | +0.80 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.08 | -0.80 | +0.72 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.01 | -0.16 | +0.15 |
Correlation
The correlation between UIPIX and RYURX is 0.89, 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
UIPIX vs. RYURX - Dividend Comparison
UIPIX's dividend yield for the trailing twelve months is around 2.58%, less than RYURX's 3.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
UIPIX ProFunds UltraShort Mid Cap Fund | 2.58% | 2.60% | 0.00% | 4.74% | 0.00% | 0.00% | 0.00% | 0.48% |
RYURX Rydex Inverse S&P 500 Strategy Fund | 3.51% | 3.82% | 6.78% | 2.79% | 0.00% | 0.00% | 0.42% | 0.86% |
Drawdowns
UIPIX vs. RYURX - Drawdown Comparison
The maximum UIPIX drawdown since its inception was -99.98%, roughly equal to the maximum RYURX drawdown of -99.29%. Use the drawdown chart below to compare losses from any high point for UIPIX and RYURX.
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Drawdown Indicators
| UIPIX | RYURX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.98% | -99.29% | -0.69% |
Max Drawdown (1Y)Largest decline over 1 year | -49.64% | -26.57% | -23.07% |
Max Drawdown (5Y)Largest decline over 5 years | -93.53% | -87.96% | -5.57% |
Max Drawdown (10Y)Largest decline over 10 years | -99.07% | -94.92% | -4.15% |
Current DrawdownCurrent decline from peak | -99.89% | -99.22% | -0.67% |
Average DrawdownAverage peak-to-trough decline | -80.78% | -68.88% | -11.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 37.09% | 21.78% | +15.31% |
Volatility
UIPIX vs. RYURX - Volatility Comparison
ProFunds UltraShort Mid Cap Fund (UIPIX) has a higher volatility of 11.34% compared to Rydex Inverse S&P 500 Strategy Fund (RYURX) at 4.20%. This indicates that UIPIX's price experiences larger fluctuations and is considered to be riskier than RYURX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UIPIX | RYURX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.34% | 4.20% | +7.14% |
Volatility (6M)Calculated over the trailing 6-month period | 22.91% | 8.98% | +13.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.74% | 18.07% | +22.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 420.65% | 39.61% | +381.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 298.90% | 31.08% | +267.82% |