USERX vs. ENPIX
USERX (U.S. Global Investors Gold & Precious Metals Fund) and ENPIX (ProFunds UltraSector Oil & Gas Fund) are both mutual funds - USERX is a Gold fund managed by US Global, while ENPIX is a Leveraged Equities fund managed by ProFunds. Over the past 10 years, USERX returned 11.65%/yr vs 7.88%/yr for ENPIX. Their 0.29 correlation means their historical movements had little consistent relationship. USERX charges 1.52%/yr vs 1.51%/yr for ENPIX.
Performance
USERX vs. ENPIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, USERX achieves a -8.61% return, which is significantly lower than ENPIX's 48.84% return. Over the past 10 years, USERX has outperformed ENPIX with an annualized return of 11.65%, while ENPIX has yielded a comparatively lower 7.88% annualized return.
USERX
- 1D
- 4.13%
- 1M
- -3.28%
- 6M
- -19.24%
- YTD
- -8.61%
- 1Y
- 59.57%
- 3Y*
- 41.65%
- 5Y*
- 16.99%
- 10Y*
- 11.65%
- ALL TIME*
- -0.02%
ENPIX
- 1D
- 0.83%
- 1M
- 15.87%
- 6M
- 22.86%
- YTD
- 48.84%
- 1Y
- 59.39%
- 3Y*
- 14.50%
- 5Y*
- 28.19%
- 10Y*
- 7.88%
- ALL TIME*
- 5.22%
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 |
USERX vs. ENPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USERX U.S. Global Investors Gold & Precious Metals Fund | -8.61% | 167.44% | 16.75% | 1.44% | -17.44% | -10.80% | 37.16% | 51.34% | -14.24% | 13.07% |
ENPIX ProFunds UltraSector Oil & Gas Fund | 48.84% | 4.99% | 2.30% | -7.46% | 92.17% | 82.32% | -53.71% | 10.35% | -30.54% | -5.59% |
Correlation
The correlation between USERX and ENPIX is -0.05, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.05 |
Correlation (3Y) Balances recent behavior with more history. | 0.09 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.22 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.18 |
Correlation (All Time) Calculated using the full available price history since Jun 19, 2000 | 0.29 |
The correlation between USERX and ENPIX shifts across timeframes, from -0.05 (1 year) to 0.29 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
USERX vs. ENPIX — Risk / Return Rank
USERX
ENPIX
USERX vs. ENPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for U.S. Global Investors Gold & Precious Metals Fund (USERX) and ProFunds UltraSector Oil & Gas Fund (ENPIX). 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.
| USERX | ENPIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.45 | ||
| Sortino ratioReturn per unit of downside risk | -0.52 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.27 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.60 | 2.35 | -0.75 |
| Martin ratioReturn relative to average drawdown | 3.35 | 6.10 | -2.75 |
Loading charts...
Drawdowns
USERX vs. ENPIX - Drawdown Comparison
The maximum USERX drawdown since its inception was -97.74%, which is greater than ENPIX's maximum drawdown of -90.12%. Use the drawdown chart below to compare losses from any high point for USERX and ENPIX.
Loading charts...
Drawdown Indicators
| USERX | ENPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.74% | -90.12% | -7.62% |
Max Drawdown (1Y)Largest decline over 1 year | -37.89% | -23.01% | -14.88% |
Max Drawdown (3Y)Largest decline over 3 years | -37.89% | -32.27% | -5.62% |
Max Drawdown (5Y)Largest decline over 5 years | -40.91% | -36.48% | -4.43% |
Max Drawdown (10Y)Largest decline over 10 years | -43.45% | -84.54% | +41.09% |
Current DrawdownCurrent decline from peak | -50.03% | -9.70% | -40.33% |
Average DrawdownAverage peak-to-trough decline | -74.95% | -36.77% | -38.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 18.04% | 8.88% | +9.16% |
Volatility
USERX vs. ENPIX - Volatility Comparison
U.S. Global Investors Gold & Precious Metals Fund (USERX) has a higher volatility of 12.63% compared to ProFunds UltraSector Oil & Gas Fund (ENPIX) at 9.02%. This indicates that USERX's price experiences larger fluctuations and is considered to be riskier than ENPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| USERX | ENPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.63% | 9.02% | +3.61% |
Volatility (6M)Calculated over the trailing 6-month period | 39.89% | 25.12% | +14.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 47.92% | 31.65% | +16.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.12% | 38.45% | -4.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.29% | 44.70% | -10.41% |
USERX vs. ENPIX - Expense Ratio Comparison
USERX has a 1.52% expense ratio, which is higher than ENPIX's 1.51% expense ratio.
Dividends
USERX vs. ENPIX - Dividend Comparison
USERX's dividend yield for the trailing twelve months is around 6.35%, more than ENPIX's 1.86% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ENPIX ProFunds UltraSector Oil & Gas Fund | 1.86% | 2.76% | 3.19% | 0.87% | 2.76% | 1.59% | 1.76% | 1.34% | 1.76% | 0.84% | 0.57% | 0.56% |
USERX U.S. Global Investors Gold & Precious Metals Fund | 6.35% | 2.95% | 1.48% | 0.00% | 0.00% | 2.13% | 2.68% | 0.00% | 1.76% | 0.00% | 0.88% | 0.47% |
Frequently Asked Questions
USERX and ENPIX have a correlation of -0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
USERX has higher volatility (12.63%) compared to ENPIX (9.02%). In terms of maximum drawdown, USERX dropped -97.74% vs ENPIX's -90.12%.
ENPIX currently has the higher Sharpe Ratio (1.71 vs 1.27), 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.
Find the right allocation for USERX and ENPIX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer