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UOPIX vs. BMPIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

UOPIX vs. BMPIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ProFunds UltraNASDAQ-100 Fund (UOPIX) and ProFunds Basic Materials UltraSector Fund (BMPIX). The values are adjusted to include any dividend payments, if applicable.

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UOPIX vs. BMPIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
UOPIX
ProFunds UltraNASDAQ-100 Fund
-18.95%30.26%41.75%115.97%-60.70%48.28%86.57%80.53%-9.41%68.58%
BMPIX
ProFunds Basic Materials UltraSector Fund
11.87%9.09%-5.35%15.30%-16.22%38.93%18.27%25.13%-26.81%34.96%

Returns By Period

In the year-to-date period, UOPIX achieves a -18.95% return, which is significantly lower than BMPIX's 11.87% return. Over the past 10 years, UOPIX has outperformed BMPIX with an annualized return of 27.11%, while BMPIX has yielded a comparatively lower 10.49% annualized return.


UOPIX

1D
-1.59%
1M
-16.01%
YTD
-18.95%
6M
-16.55%
1Y
28.80%
3Y*
31.70%
5Y*
13.21%
10Y*
27.11%

BMPIX

1D
0.39%
1M
-11.85%
YTD
11.87%
6M
13.11%
1Y
18.80%
3Y*
7.48%
5Y*
6.04%
10Y*
10.49%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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UOPIX vs. BMPIX - Expense Ratio Comparison

UOPIX has a 1.47% expense ratio, which is lower than BMPIX's 1.89% expense ratio.


Return for Risk

UOPIX vs. BMPIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

UOPIX
UOPIX Risk / Return Rank: 3232
Overall Rank
UOPIX Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
UOPIX Sortino Ratio Rank: 3838
Sortino Ratio Rank
UOPIX Omega Ratio Rank: 3737
Omega Ratio Rank
UOPIX Calmar Ratio Rank: 3232
Calmar Ratio Rank
UOPIX Martin Ratio Rank: 2828
Martin Ratio Rank

BMPIX
BMPIX Risk / Return Rank: 2727
Overall Rank
BMPIX Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
BMPIX Sortino Ratio Rank: 3232
Sortino Ratio Rank
BMPIX Omega Ratio Rank: 2626
Omega Ratio Rank
BMPIX Calmar Ratio Rank: 2828
Calmar Ratio Rank
BMPIX Martin Ratio Rank: 2525
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

UOPIX vs. BMPIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ProFunds UltraNASDAQ-100 Fund (UOPIX) and ProFunds Basic Materials UltraSector Fund (BMPIX). 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.


UOPIXBMPIXDifference

Sharpe ratio

Return per unit of total volatility

0.64

0.66

-0.02

Sortino ratio

Return per unit of downside risk

1.19

1.13

+0.06

Omega ratio

Gain probability vs. loss probability

1.17

1.14

+0.02

Calmar ratio

Return relative to maximum drawdown

0.88

0.81

+0.07

Martin ratio

Return relative to average drawdown

2.94

2.63

+0.31

UOPIX vs. BMPIX - Sharpe Ratio Comparison

The current UOPIX Sharpe Ratio is 0.64, which is comparable to the BMPIX Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of UOPIX and BMPIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


UOPIXBMPIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.64

0.66

-0.02

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.29

0.21

+0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.62

0.33

+0.29

Sharpe Ratio (All Time)

Calculated using the full available price history

0.09

0.16

-0.08

Correlation

The correlation between UOPIX and BMPIX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

UOPIX vs. BMPIX - Dividend Comparison

UOPIX's dividend yield for the trailing twelve months is around 22.54%, more than BMPIX's 1.62% yield.


TTM2025202420232022202120202019201820172016
UOPIX
ProFunds UltraNASDAQ-100 Fund
22.54%18.27%0.41%0.00%5.64%11.03%9.78%5.78%6.73%0.00%0.00%
BMPIX
ProFunds Basic Materials UltraSector Fund
1.62%1.81%0.94%0.96%0.00%0.00%0.28%0.00%0.00%0.00%0.16%

Drawdowns

UOPIX vs. BMPIX - Drawdown Comparison

The maximum UOPIX drawdown since its inception was -99.80%, which is greater than BMPIX's maximum drawdown of -84.22%. Use the drawdown chart below to compare losses from any high point for UOPIX and BMPIX.


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Drawdown Indicators


UOPIXBMPIXDifference

Max Drawdown

Largest peak-to-trough decline

-99.80%

-84.22%

-15.58%

Max Drawdown (1Y)

Largest decline over 1 year

-24.97%

-21.39%

-3.58%

Max Drawdown (5Y)

Largest decline over 5 years

-65.01%

-38.50%

-26.51%

Max Drawdown (10Y)

Largest decline over 10 years

-65.01%

-61.41%

-3.60%

Current Drawdown

Current decline from peak

-67.57%

-12.48%

-55.09%

Average Drawdown

Average peak-to-trough decline

-85.01%

-24.24%

-60.77%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.47%

6.60%

+0.87%

Volatility

UOPIX vs. BMPIX - Volatility Comparison

ProFunds UltraNASDAQ-100 Fund (UOPIX) has a higher volatility of 10.78% compared to ProFunds Basic Materials UltraSector Fund (BMPIX) at 8.81%. This indicates that UOPIX's price experiences larger fluctuations and is considered to be riskier than BMPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


UOPIXBMPIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.78%

8.81%

+1.97%

Volatility (6M)

Calculated over the trailing 6-month period

24.90%

18.58%

+6.32%

Volatility (1Y)

Calculated over the trailing 1-year period

45.01%

31.56%

+13.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

45.05%

29.57%

+15.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

44.02%

32.06%

+11.96%