UMPIX vs. BTCFX
UMPIX (ProFunds UltraMid Cap Fund) and BTCFX (Bitcoin ProFund Investor Class) are both mutual funds - UMPIX is a Leveraged Equities fund managed by ProFunds, while BTCFX is a Cryptocurrency fund actively managed by ProFunds. Over the past 3 years, UMPIX returned 15.28%/yr vs 20.33%/yr for BTCFX. Their 0.40 correlation means their historical movements had little consistent relationship. UMPIX charges 1.51%/yr vs 1.18%/yr for BTCFX.
Performance
UMPIX vs. BTCFX - Performance Comparison
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Returns By Period
In the year-to-date period, UMPIX achieves a 24.68% return, which is significantly higher than BTCFX's -29.55% return.
UMPIX
- 1D
- -0.31%
- 1M
- -2.79%
- 6M
- 14.01%
- YTD
- 24.68%
- 1Y
- 38.22%
- 3Y*
- 15.28%
- 5Y*
- 7.74%
- 10Y*
- 12.49%
- ALL TIME*
- 9.58%
BTCFX
- 1D
- -3.03%
- 1M
- 2.15%
- 6M
- -20.67%
- YTD
- -29.55%
- 1Y
- -46.68%
- 3Y*
- 20.33%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 0.37%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
UMPIX vs. BTCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
UMPIX ProFunds UltraMid Cap Fund | 24.68% | 3.62% | 16.80% | 22.37% | -32.05% | 14.52% |
BTCFX Bitcoin ProFund Investor Class | -29.55% | -11.83% | 102.93% | 133.31% | -64.04% | -3.69% |
Correlation
The correlation between UMPIX and BTCFX is 0.40, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.40 |
Correlation (3Y) Balances recent behavior with more history. | 0.35 |
Correlation (All Time) Calculated using the full available price history since Aug 9, 2021 | 0.40 |
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Return for Risk
UMPIX vs. BTCFX — Risk / Return Rank
UMPIX
BTCFX
UMPIX vs. BTCFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds UltraMid Cap Fund (UMPIX) and Bitcoin ProFund Investor Class (BTCFX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| UMPIX | BTCFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.19 | ||
| Sortino ratioReturn per unit of downside risk | +3.37 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 0.81 | +0.39 |
| Calmar ratioReturn relative to maximum drawdown | 1.93 | -0.89 | +2.82 |
| Martin ratioReturn relative to average drawdown | 6.62 | -1.36 | +7.98 |
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Drawdowns
UMPIX vs. BTCFX - Drawdown Comparison
The maximum UMPIX drawdown since its inception was -85.51%, which is greater than BTCFX's maximum drawdown of -77.89%. Use the drawdown chart below to compare losses from any high point for UMPIX and BTCFX.
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Drawdown Indicators
| UMPIX | BTCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.51% | -77.89% | -7.62% |
Max Drawdown (1Y)Largest decline over 1 year | -17.70% | -54.81% | +37.11% |
Max Drawdown (3Y)Largest decline over 3 years | -44.93% | -54.81% | +9.88% |
Max Drawdown (5Y)Largest decline over 5 years | -44.93% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -69.51% | — | — |
Current DrawdownCurrent decline from peak | -5.37% | -51.69% | +46.32% |
Average DrawdownAverage peak-to-trough decline | -21.92% | -36.42% | +14.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.17% | 35.75% | -30.58% |
Volatility
UMPIX vs. BTCFX - Volatility Comparison
The current volatility for ProFunds UltraMid Cap Fund (UMPIX) is 6.84%, while Bitcoin ProFund Investor Class (BTCFX) has a volatility of 9.07%. This indicates that UMPIX experiences smaller price fluctuations and is considered to be less risky than BTCFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UMPIX | BTCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.84% | 9.07% | -2.23% |
Volatility (6M)Calculated over the trailing 6-month period | 23.10% | 33.83% | -10.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.31% | 44.62% | -13.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.42% | 54.92% | -15.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.84% | 54.92% | -13.08% |
UMPIX vs. BTCFX - Expense Ratio Comparison
UMPIX has a 1.51% expense ratio, which is higher than BTCFX's 1.18% expense ratio.
Dividends
UMPIX vs. BTCFX - Dividend Comparison
UMPIX's dividend yield for the trailing twelve months is around 0.15%, less than BTCFX's 24.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
BTCFX Bitcoin ProFund Investor Class | 24.24% | 44.62% | 24.28% | 10.95% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UMPIX ProFunds UltraMid Cap Fund | 0.15% | 0.19% | 0.96% | 0.59% | 0.00% | 9.49% | 0.00% | 2.07% | 0.14% | 2.33% |
Frequently Asked Questions
UMPIX and BTCFX have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BTCFX has higher volatility (9.07%) compared to UMPIX (6.84%). In terms of maximum drawdown, UMPIX dropped -85.51% vs BTCFX's -77.89%.
UMPIX currently has the higher Sharpe Ratio (1.10 vs -1.09), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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