UMPIX vs. BLPIX
Compare and contrast key facts about ProFunds UltraMid Cap Fund (UMPIX) and ProFunds Bull Investor Fund (BLPIX).
UMPIX is managed by ProFunds. It was launched on Feb 6, 2000. BLPIX is managed by ProFunds. It was launched on Nov 30, 1997.
Performance
UMPIX vs. BLPIX - Performance Comparison
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UMPIX vs. BLPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UMPIX ProFunds UltraMid Cap Fund | -2.94% | 3.62% | 17.08% | 22.37% | -32.05% | 55.65% | 5.21% | 48.88% | -26.37% | 23.77% |
BLPIX ProFunds Bull Investor Fund | -7.48% | 15.01% | 20.24% | 24.13% | -19.81% | 23.73% | 16.04% | 28.97% | -6.09% | 19.51% |
Returns By Period
In the year-to-date period, UMPIX achieves a -2.94% return, which is significantly higher than BLPIX's -7.48% return. Both investments have delivered pretty close results over the past 10 years, with UMPIX having a 10.92% annualized return and BLPIX not far ahead at 11.09%.
UMPIX
- 1D
- -1.66%
- 1M
- -16.14%
- YTD
- -2.94%
- 6M
- -1.88%
- 1Y
- 16.94%
- 3Y*
- 11.17%
- 5Y*
- 3.80%
- 10Y*
- 10.92%
BLPIX
- 1D
- -0.41%
- 1M
- -7.83%
- YTD
- -7.48%
- 6M
- -5.44%
- 1Y
- 11.71%
- 3Y*
- 14.07%
- 5Y*
- 8.32%
- 10Y*
- 11.09%
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UMPIX vs. BLPIX - Expense Ratio Comparison
UMPIX has a 1.51% expense ratio, which is higher than BLPIX's 1.50% expense ratio.
Return for Risk
UMPIX vs. BLPIX — Risk / Return Rank
UMPIX
BLPIX
UMPIX vs. BLPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds UltraMid Cap Fund (UMPIX) and ProFunds Bull Investor Fund (BLPIX). 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.
| UMPIX | BLPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.42 | 0.69 | -0.27 |
Sortino ratioReturn per unit of downside risk | 0.87 | 1.08 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.17 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.48 | 0.83 | -0.35 |
Martin ratioReturn relative to average drawdown | 1.90 | 3.84 | -1.94 |
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
| UMPIX | BLPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.42 | 0.69 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.49 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | 0.63 | -0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.33 | -0.13 |
Correlation
The correlation between UMPIX and BLPIX 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
UMPIX vs. BLPIX - Dividend Comparison
UMPIX's dividend yield for the trailing twelve months is around 0.19%, less than BLPIX's 1.71% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UMPIX ProFunds UltraMid Cap Fund | 0.19% | 0.19% | 1.20% | 0.59% | 0.00% | 9.49% | 0.00% | 2.07% | 0.14% | 2.33% |
BLPIX ProFunds Bull Investor Fund | 1.71% | 1.58% | 0.00% | 0.03% | 0.98% | 6.68% | 5.79% | 1.64% | 0.62% | 0.00% |
Drawdowns
UMPIX vs. BLPIX - Drawdown Comparison
The maximum UMPIX drawdown since its inception was -85.51%, which is greater than BLPIX's maximum drawdown of -57.98%. Use the drawdown chart below to compare losses from any high point for UMPIX and BLPIX.
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Drawdown Indicators
| UMPIX | BLPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.51% | -57.98% | -27.53% |
Max Drawdown (1Y)Largest decline over 1 year | -26.94% | -12.15% | -14.79% |
Max Drawdown (5Y)Largest decline over 5 years | -44.80% | -26.11% | -18.69% |
Max Drawdown (10Y)Largest decline over 10 years | -69.51% | -33.93% | -35.58% |
Current DrawdownCurrent decline from peak | -17.70% | -9.21% | -8.49% |
Average DrawdownAverage peak-to-trough decline | -22.16% | -13.95% | -8.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.85% | 2.63% | +4.22% |
Volatility
UMPIX vs. BLPIX - Volatility Comparison
ProFunds UltraMid Cap Fund (UMPIX) has a higher volatility of 11.53% compared to ProFunds Bull Investor Fund (BLPIX) at 4.24%. This indicates that UMPIX's price experiences larger fluctuations and is considered to be riskier than BLPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UMPIX | BLPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.53% | 4.24% | +7.29% |
Volatility (6M)Calculated over the trailing 6-month period | 22.98% | 9.08% | +13.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 41.76% | 18.09% | +23.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.50% | 16.90% | +22.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.85% | 17.70% | +24.15% |