ULPIX vs. RMQHX
Compare and contrast key facts about ProFunds UltraBull Fund (ULPIX) and Rydex Monthly Rebalance NASDAQ-100 2x Strategy H (RMQHX).
ULPIX is managed by ProFunds. It was launched on Nov 25, 1997. RMQHX is a passively managed fund by Guggenheim that tracks the performance of the NASDAQ-100. It was launched on Nov 28, 2014.
Performance
ULPIX vs. RMQHX - Performance Comparison
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ULPIX vs. RMQHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ULPIX ProFunds UltraBull Fund | -10.31% | 25.47% | 38.03% | 45.59% | -39.16% | 59.28% | 19.12% | 62.17% | -15.02% | 42.77% |
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, ULPIX achieves a -10.31% return, which is significantly higher than RMQHX's -12.99% return. Over the past 10 years, ULPIX has underperformed RMQHX with an annualized return of 19.67%, while RMQHX has yielded a comparatively higher 31.05% annualized return.
ULPIX
- 1D
- 5.82%
- 1M
- -10.47%
- YTD
- -10.31%
- 6M
- -7.88%
- 1Y
- 24.97%
- 3Y*
- 26.11%
- 5Y*
- 13.95%
- 10Y*
- 19.67%
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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ULPIX vs. RMQHX - Expense Ratio Comparison
ULPIX has a 1.46% expense ratio, which is higher than RMQHX's 1.27% expense ratio.
Return for Risk
ULPIX vs. RMQHX — Risk / Return Rank
ULPIX
RMQHX
ULPIX vs. RMQHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds UltraBull Fund (ULPIX) 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.
| ULPIX | RMQHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 0.87 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.54 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.22 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.17 | 1.64 | -0.48 |
Martin ratioReturn relative to average drawdown | 5.03 | 5.65 | -0.62 |
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
| ULPIX | RMQHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 0.87 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.36 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.67 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.64 | -0.42 |
Correlation
The correlation between ULPIX and RMQHX is 0.90, 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
ULPIX vs. RMQHX - Dividend Comparison
ULPIX's dividend yield for the trailing twelve months is around 10.16%, less than RMQHX's 39.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
ULPIX ProFunds UltraBull Fund | 10.16% | 9.11% | 0.00% | 0.02% | 10.36% | 5.62% | 12.74% | 0.42% | 0.58% |
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% |
Drawdowns
ULPIX vs. RMQHX - Drawdown Comparison
The maximum ULPIX drawdown since its inception was -89.68%, which is greater than RMQHX's maximum drawdown of -63.21%. Use the drawdown chart below to compare losses from any high point for ULPIX and RMQHX.
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Drawdown Indicators
| ULPIX | RMQHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.68% | -63.21% | -26.47% |
Max Drawdown (1Y)Largest decline over 1 year | -23.37% | -25.11% | +1.74% |
Max Drawdown (5Y)Largest decline over 5 years | -46.92% | -63.21% | +16.29% |
Max Drawdown (10Y)Largest decline over 10 years | -59.41% | -63.21% | +3.80% |
Current DrawdownCurrent decline from peak | -13.54% | -19.37% | +5.83% |
Average DrawdownAverage peak-to-trough decline | -34.03% | -13.01% | -21.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.42% | 7.31% | -1.89% |
Volatility
ULPIX vs. RMQHX - Volatility Comparison
The current volatility for ProFunds UltraBull Fund (ULPIX) is 10.64%, while Rydex Monthly Rebalance NASDAQ-100 2x Strategy H (RMQHX) has a volatility of 13.71%. This indicates that ULPIX experiences smaller price fluctuations and is considered to be less risky 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
| ULPIX | RMQHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.64% | 13.71% | -3.07% |
Volatility (6M)Calculated over the trailing 6-month period | 19.05% | 26.24% | -7.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.79% | 47.80% | -11.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.93% | 46.30% | -12.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.41% | 46.36% | -10.95% |