UMPIX vs. UDPIX
UMPIX (ProFunds UltraMid Cap Fund) and UDPIX (ProFunds Ultra Dow 30 ProFund) are both Leveraged Equities funds from ProFunds. Over the past 10 years, UMPIX returned 12.49%/yr vs 20.83%/yr for UDPIX. Their correlation of 0.85 means they have usually moved in the same direction. UMPIX charges 1.51%/yr vs 1.54%/yr for UDPIX.
Performance
UMPIX vs. UDPIX - 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 UDPIX's 15.82% return. Over the past 10 years, UMPIX has underperformed UDPIX with an annualized return of 12.49%, while UDPIX has yielded a comparatively higher 20.83% annualized 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%
UDPIX
- 1D
- 1.04%
- 1M
- -2.07%
- 6M
- 10.21%
- YTD
- 15.82%
- 1Y
- 38.52%
- 3Y*
- 21.80%
- 5Y*
- 13.80%
- 10Y*
- 20.83%
- ALL TIME*
- 12.14%
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. UDPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UMPIX ProFunds UltraMid Cap Fund | 24.68% | 3.62% | 16.80% | 22.37% | -32.05% | 55.65% | 5.21% | 48.88% | -26.37% | 23.77% |
UDPIX ProFunds Ultra Dow 30 ProFund | 15.82% | 19.96% | 18.13% | 23.94% | -19.89% | 52.21% | 15.74% | 47.47% | -13.82% | 54.86% |
Correlation
The correlation between UMPIX and UDPIX is 0.77, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.77 |
Correlation (3Y) Balances recent behavior with more history. | 0.81 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.84 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.83 |
Correlation (All Time) Calculated using the full available price history since May 31, 2002 | 0.85 |
The correlation between UMPIX and UDPIX has been stable across timeframes, ranging from 0.77 to 0.85 - a consistent structural relationship.
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Return for Risk
UMPIX vs. UDPIX — Risk / Return Rank
UMPIX
UDPIX
UMPIX vs. UDPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds UltraMid Cap Fund (UMPIX) and ProFunds Ultra Dow 30 ProFund (UDPIX). 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 | UDPIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.31 | ||
| Sortino ratioReturn per unit of downside risk | -0.32 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.25 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.93 | 1.82 | +0.12 |
| Martin ratioReturn relative to average drawdown | 6.62 | 6.66 | -0.04 |
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Drawdowns
UMPIX vs. UDPIX - Drawdown Comparison
The maximum UMPIX drawdown since its inception was -85.51%, roughly equal to the maximum UDPIX drawdown of -81.97%. Use the drawdown chart below to compare losses from any high point for UMPIX and UDPIX.
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Drawdown Indicators
| UMPIX | UDPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.51% | -81.97% | -3.54% |
Max Drawdown (1Y)Largest decline over 1 year | -17.70% | -19.37% | +1.67% |
Max Drawdown (3Y)Largest decline over 3 years | -44.93% | -33.41% | -11.52% |
Max Drawdown (5Y)Largest decline over 5 years | -44.93% | -40.44% | -4.49% |
Max Drawdown (10Y)Largest decline over 10 years | -69.51% | -63.40% | -6.11% |
Current DrawdownCurrent decline from peak | -5.37% | -2.64% | -2.73% |
Average DrawdownAverage peak-to-trough decline | -21.92% | -17.46% | -4.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.17% | 5.28% | -0.11% |
Volatility
UMPIX vs. UDPIX - Volatility Comparison
The current volatility for ProFunds UltraMid Cap Fund (UMPIX) is 6.84%, while ProFunds Ultra Dow 30 ProFund (UDPIX) has a volatility of 7.56%. This indicates that UMPIX experiences smaller price fluctuations and is considered to be less risky than UDPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UMPIX | UDPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.84% | 7.56% | -0.72% |
Volatility (6M)Calculated over the trailing 6-month period | 23.10% | 19.73% | +3.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.31% | 25.14% | +6.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.42% | 30.10% | +9.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.84% | 35.13% | +6.71% |
UMPIX vs. UDPIX - Expense Ratio Comparison
UMPIX has a 1.51% expense ratio, which is lower than UDPIX's 1.54% expense ratio.
Dividends
UMPIX vs. UDPIX - Dividend Comparison
UMPIX's dividend yield for the trailing twelve months is around 0.15%, less than UDPIX's 3.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
UDPIX ProFunds Ultra Dow 30 ProFund | 3.37% | 3.90% | 0.00% | 0.95% | 0.00% | 13.43% | 14.53% | 1.96% | 0.93% | 0.02% |
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 UDPIX have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UDPIX has higher volatility (7.56%) compared to UMPIX (6.84%). In terms of maximum drawdown, UMPIX dropped -85.51% vs UDPIX's -81.97%.
UDPIX currently has the higher Sharpe Ratio (1.40 vs 1.10), 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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