UMPIX vs. DXSLX
Compare and contrast key facts about ProFunds UltraMid Cap Fund (UMPIX) and Direxion Monthly S&P 500 Bull 1.75X Fund (DXSLX).
UMPIX is managed by ProFunds. It was launched on Feb 6, 2000. DXSLX is a passively managed fund by Direxion that tracks the performance of the S&P 500 Index. It was launched on May 1, 2006.
Performance
UMPIX vs. DXSLX - Performance Comparison
Loading graphics...
UMPIX vs. DXSLX - 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% |
DXSLX Direxion Monthly S&P 500 Bull 1.75X Fund | -13.57% | 25.05% | 37.66% | 39.91% | -37.35% | 59.07% | 27.52% | 61.52% | -14.82% | 98.50% |
Returns By Period
In the year-to-date period, UMPIX achieves a -2.94% return, which is significantly higher than DXSLX's -13.57% return. Over the past 10 years, UMPIX has underperformed DXSLX with an annualized return of 10.92%, while DXSLX has yielded a comparatively higher 23.88% annualized return.
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%
DXSLX
- 1D
- -0.71%
- 1M
- -13.82%
- YTD
- -13.57%
- 6M
- -10.69%
- 1Y
- 18.71%
- 3Y*
- 23.11%
- 5Y*
- 13.19%
- 10Y*
- 23.88%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
UMPIX vs. DXSLX - Expense Ratio Comparison
UMPIX has a 1.51% expense ratio, which is higher than DXSLX's 1.35% expense ratio.
Return for Risk
UMPIX vs. DXSLX — Risk / Return Rank
UMPIX
DXSLX
UMPIX vs. DXSLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds UltraMid Cap Fund (UMPIX) and Direxion Monthly S&P 500 Bull 1.75X Fund (DXSLX). 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 | DXSLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.42 | 0.62 | -0.21 |
Sortino ratioReturn per unit of downside risk | 0.87 | 1.13 | -0.26 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.16 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.48 | 0.74 | -0.26 |
Martin ratioReturn relative to average drawdown | 1.90 | 3.51 | -1.61 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| UMPIX | DXSLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.42 | 0.62 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.42 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | 0.62 | -0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.44 | -0.24 |
Correlation
The correlation between UMPIX and DXSLX is 0.88, 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. DXSLX - Dividend Comparison
UMPIX's dividend yield for the trailing twelve months is around 0.19%, less than DXSLX's 8.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% |
DXSLX Direxion Monthly S&P 500 Bull 1.75X Fund | 8.82% | 7.93% | 10.57% | 0.00% | 0.00% | 7.89% | 2.42% | 4.41% | 7.21% | 34.95% | 0.00% | 25.71% |
Drawdowns
UMPIX vs. DXSLX - Drawdown Comparison
The maximum UMPIX drawdown since its inception was -85.51%, smaller than the maximum DXSLX drawdown of -91.80%. Use the drawdown chart below to compare losses from any high point for UMPIX and DXSLX.
Loading graphics...
Drawdown Indicators
| UMPIX | DXSLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.51% | -91.80% | +6.29% |
Max Drawdown (1Y)Largest decline over 1 year | -26.94% | -21.12% | -5.82% |
Max Drawdown (5Y)Largest decline over 5 years | -44.80% | -44.67% | -0.13% |
Max Drawdown (10Y)Largest decline over 10 years | -69.51% | -61.09% | -8.42% |
Current DrawdownCurrent decline from peak | -17.70% | -16.30% | -1.40% |
Average DrawdownAverage peak-to-trough decline | -22.16% | -21.72% | -0.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.85% | 4.45% | +2.40% |
Volatility
UMPIX vs. DXSLX - Volatility Comparison
ProFunds UltraMid Cap Fund (UMPIX) has a higher volatility of 11.53% compared to Direxion Monthly S&P 500 Bull 1.75X Fund (DXSLX) at 7.65%. This indicates that UMPIX's price experiences larger fluctuations and is considered to be riskier than DXSLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| UMPIX | DXSLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.53% | 7.65% | +3.88% |
Volatility (6M)Calculated over the trailing 6-month period | 22.98% | 16.04% | +6.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 41.76% | 32.26% | +9.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.50% | 31.31% | +8.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.85% | 38.56% | +3.29% |