URPIX vs. RYCZX
Compare and contrast key facts about ProFunds UltraBear Fund (URPIX) and Rydex Inverse Dow 2x Strategy Fund (RYCZX).
URPIX is managed by ProFunds. It was launched on Dec 21, 1997. RYCZX is managed by Rydex Funds. It was launched on Feb 19, 2004.
Performance
URPIX vs. RYCZX - Performance Comparison
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URPIX vs. RYCZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
URPIX ProFunds UltraBear Fund | 17.25% | -27.06% | -32.89% | -31.77% | 29.74% | -43.61% | -51.10% | -42.03% | 4.20% | -32.58% |
RYCZX Rydex Inverse Dow 2x Strategy Fund | 12.18% | -22.14% | -16.97% | -19.05% | 5.48% | -36.32% | -45.37% | -36.65% | 0.75% | -39.59% |
Returns By Period
In the year-to-date period, URPIX achieves a 17.25% return, which is significantly higher than RYCZX's 12.18% return. Over the past 10 years, URPIX has underperformed RYCZX with an annualized return of -26.53%, while RYCZX has yielded a comparatively higher -24.23% annualized return.
URPIX
- 1D
- 0.84%
- 1M
- 17.90%
- YTD
- 17.25%
- 6M
- 13.15%
- 1Y
- -22.40%
- 3Y*
- -23.45%
- 5Y*
- -19.88%
- 10Y*
- -26.53%
RYCZX
- 1D
- -0.21%
- 1M
- 16.10%
- YTD
- 12.18%
- 6M
- 5.28%
- 1Y
- -15.25%
- 3Y*
- -16.11%
- 5Y*
- -13.94%
- 10Y*
- -24.23%
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URPIX vs. RYCZX - Expense Ratio Comparison
URPIX has a 1.78% expense ratio, which is lower than RYCZX's 2.70% expense ratio.
Return for Risk
URPIX vs. RYCZX — Risk / Return Rank
URPIX
RYCZX
URPIX vs. RYCZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds UltraBear Fund (URPIX) and Rydex Inverse Dow 2x Strategy Fund (RYCZX). 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.
| URPIX | RYCZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.65 | -0.51 | -0.14 |
Sortino ratioReturn per unit of downside risk | -0.75 | -0.53 | -0.22 |
Omega ratioGain probability vs. loss probability | 0.89 | 0.93 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | -0.41 | -0.32 | -0.09 |
Martin ratioReturn relative to average drawdown | -0.49 | -0.43 | -0.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| URPIX | RYCZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.65 | -0.51 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.59 | -0.48 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.75 | -0.69 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.54 | -0.62 | +0.08 |
Correlation
The correlation between URPIX and RYCZX is 0.93, 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
URPIX vs. RYCZX - Dividend Comparison
URPIX's dividend yield for the trailing twelve months is around 2.33%, less than RYCZX's 5.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
URPIX ProFunds UltraBear Fund | 2.33% | 2.73% | 0.00% | 3.02% | 0.00% | 0.00% | 0.47% | 0.00% |
RYCZX Rydex Inverse Dow 2x Strategy Fund | 5.24% | 5.88% | 4.32% | 1.00% | 0.00% | 0.00% | 0.05% | 0.24% |
Drawdowns
URPIX vs. RYCZX - Drawdown Comparison
The maximum URPIX drawdown since its inception was -99.91%, roughly equal to the maximum RYCZX drawdown of -99.77%. Use the drawdown chart below to compare losses from any high point for URPIX and RYCZX.
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Drawdown Indicators
| URPIX | RYCZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.91% | -99.77% | -0.14% |
Max Drawdown (1Y)Largest decline over 1 year | -48.95% | -43.65% | -5.30% |
Max Drawdown (5Y)Largest decline over 5 years | -72.81% | -64.67% | -8.14% |
Max Drawdown (10Y)Largest decline over 10 years | -96.41% | -95.13% | -1.28% |
Current DrawdownCurrent decline from peak | -99.89% | -99.72% | -0.17% |
Average DrawdownAverage peak-to-trough decline | -78.94% | -78.68% | -0.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 40.81% | 32.54% | +8.27% |
Volatility
URPIX vs. RYCZX - Volatility Comparison
ProFunds UltraBear Fund (URPIX) has a higher volatility of 8.48% compared to Rydex Inverse Dow 2x Strategy Fund (RYCZX) at 7.96%. This indicates that URPIX's price experiences larger fluctuations and is considered to be riskier than RYCZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| URPIX | RYCZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.48% | 7.96% | +0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 18.09% | 17.76% | +0.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.11% | 33.31% | +2.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.76% | 29.38% | +4.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.55% | 35.13% | +0.42% |