UOPIX vs. OEPIX
UOPIX (ProFunds UltraNASDAQ-100 Fund) and OEPIX (Oil Equipment & Services UltraSector ProFund) are both mutual funds - UOPIX is a Leveraged Equities fund managed by ProFunds, while OEPIX is a Energy Equities fund managed by ProFunds. Over the past 10 years, UOPIX returned 30.71%/yr vs -10.76%/yr for OEPIX. Their 0.45 correlation means their historical movements had little consistent relationship. UOPIX charges 1.47%/yr vs 1.65%/yr for OEPIX.
Performance
UOPIX vs. OEPIX - Performance Comparison
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Returns By Period
In the year-to-date period, UOPIX achieves a 17.10% return, which is significantly lower than OEPIX's 46.27% return. Over the past 10 years, UOPIX has outperformed OEPIX with an annualized return of 30.71%, while OEPIX has yielded a comparatively lower -10.76% annualized return.
UOPIX
- 1D
- 6.68%
- 1M
- -8.94%
- 6M
- 15.04%
- YTD
- 17.10%
- 1Y
- 40.33%
- 3Y*
- 33.49%
- 5Y*
- 15.81%
- 10Y*
- 30.71%
- ALL TIME*
- 12.30%
OEPIX
- 1D
- 4.77%
- 1M
- 1.04%
- 6M
- 10.91%
- YTD
- 46.27%
- 1Y
- 108.52%
- 3Y*
- 0.14%
- 5Y*
- 15.20%
- 10Y*
- -10.76%
- ALL TIME*
- -9.22%
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 |
UOPIX vs. OEPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UOPIX ProFunds UltraNASDAQ-100 Fund | 17.10% | 30.26% | 41.75% | 115.97% | -60.70% | 48.28% | 86.57% | 80.53% | -9.41% | 68.58% |
OEPIX Oil Equipment & Services UltraSector ProFund | 46.27% | -1.85% | -15.41% | -3.76% | 88.50% | 14.90% | -67.53% | -4.45% | -58.58% | -22.70% |
Correlation
The correlation between UOPIX and OEPIX is 0.28, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.28 |
Correlation (3Y) Balances recent behavior with more history. | 0.29 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.30 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.31 |
Correlation (All Time) Calculated using the full available price history since Jun 5, 2006 | 0.45 |
The correlation between UOPIX and OEPIX shifts across timeframes, from 0.28 (1 year) to 0.45 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
UOPIX vs. OEPIX — Risk / Return Rank
UOPIX
OEPIX
UOPIX vs. OEPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds UltraNASDAQ-100 Fund (UOPIX) and Oil Equipment & Services UltraSector ProFund (OEPIX). 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.
| UOPIX | OEPIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.12 | ||
| Sortino ratioReturn per unit of downside risk | -1.14 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.30 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.34 | 2.88 | -1.54 |
| Martin ratioReturn relative to average drawdown | 4.02 | 9.13 | -5.11 |
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Drawdowns
UOPIX vs. OEPIX - Drawdown Comparison
The maximum UOPIX drawdown since its inception was -99.00%, roughly equal to the maximum OEPIX drawdown of -98.94%. Use the drawdown chart below to compare losses from any high point for UOPIX and OEPIX.
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Drawdown Indicators
| UOPIX | OEPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.00% | -98.94% | -0.06% |
Max Drawdown (1Y)Largest decline over 1 year | -24.97% | -31.64% | +6.67% |
Max Drawdown (3Y)Largest decline over 3 years | -42.52% | -65.50% | +22.98% |
Max Drawdown (5Y)Largest decline over 5 years | -65.01% | -65.50% | +0.49% |
Max Drawdown (10Y)Largest decline over 10 years | -65.01% | -96.69% | +31.68% |
Current DrawdownCurrent decline from peak | -17.77% | -92.41% | +74.64% |
Average DrawdownAverage peak-to-trough decline | -67.38% | -71.09% | +3.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.31% | 10.01% | -1.70% |
Volatility
UOPIX vs. OEPIX - Volatility Comparison
The current volatility for ProFunds UltraNASDAQ-100 Fund (UOPIX) is 13.71%, while Oil Equipment & Services UltraSector ProFund (OEPIX) has a volatility of 14.54%. This indicates that UOPIX experiences smaller price fluctuations and is considered to be less risky than OEPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UOPIX | OEPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.71% | 14.54% | -0.83% |
Volatility (6M)Calculated over the trailing 6-month period | 31.99% | 32.43% | -0.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.71% | 46.09% | -7.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 46.10% | 56.35% | -10.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 44.56% | 62.35% | -17.79% |
UOPIX vs. OEPIX - Expense Ratio Comparison
UOPIX has a 1.47% expense ratio, which is lower than OEPIX's 1.65% expense ratio.
Dividends
UOPIX vs. OEPIX - Dividend Comparison
UOPIX's dividend yield for the trailing twelve months is around 15.60%, more than OEPIX's 0.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
OEPIX Oil Equipment & Services UltraSector ProFund | 0.59% | 0.87% | 0.00% | 0.00% | 0.00% | 0.00% | 0.16% | 0.00% | 2.56% | 2.36% | 0.05% |
UOPIX ProFunds UltraNASDAQ-100 Fund | 15.60% | 18.27% | 0.41% | 0.00% | 5.64% | 11.03% | 9.78% | 5.78% | 6.73% | 0.00% | 0.00% |
Frequently Asked Questions
UOPIX and OEPIX have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OEPIX has higher volatility (14.54%) compared to UOPIX (13.71%). In terms of maximum drawdown, UOPIX dropped -99.00% vs OEPIX's -98.94%.
OEPIX currently has the higher Sharpe Ratio (1.98 vs 0.87), 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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