USPIX vs. MSFT
Compare and contrast key facts about ProFunds UltraShort NASDAQ-100 Fund (USPIX) and Microsoft Corporation (MSFT).
USPIX is managed by ProFunds. It was launched on Jun 1, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USPIX or MSFT.
Key characteristics
| USPIX | MSFT | |
|---|---|---|
| YTD Return | -29.09% | 15.54% |
| 1Y Return | -46.13% | 39.47% |
| 3Y Return (Ann) | -25.90% | 14.02% |
| 5Y Return (Ann) | -43.25% | 26.95% |
| 10Y Return (Ann) | -36.87% | 27.03% |
| Sharpe Ratio | -1.30 | 1.87 |
| Daily Std Dev | 35.70% | 19.80% |
| Max Drawdown | -100.00% | -69.41% |
| Current Drawdown | -100.00% | -7.42% |
Correlation
The correlation between USPIX and MSFT is -0.73. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
USPIX vs. MSFT - Performance Comparison
In the year-to-date period, USPIX achieves a -29.09% return, which is significantly lower than MSFT's 15.54% return. Over the past 10 years, USPIX has underperformed MSFT with an annualized return of -36.87%, while MSFT has yielded a comparatively higher 27.03% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
USPIX vs. MSFT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds UltraShort NASDAQ-100 Fund (USPIX) and Microsoft Corporation (MSFT). 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.
Dividends
USPIX vs. MSFT - Dividend Comparison
USPIX's dividend yield for the trailing twelve months is around 8.32%, more than MSFT's 0.69% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USPIX ProFunds UltraShort NASDAQ-100 Fund | 8.32% | 5.91% | 0.00% | 0.00% | 0.07% | 0.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MSFT Microsoft Corporation | 0.69% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% | 2.59% |
Drawdowns
USPIX vs. MSFT - Drawdown Comparison
The maximum USPIX drawdown since its inception was -100.00%, which is greater than MSFT's maximum drawdown of -69.41%. Use the drawdown chart below to compare losses from any high point for USPIX and MSFT. For additional features, visit the drawdowns tool.
Volatility
USPIX vs. MSFT - Volatility Comparison
ProFunds UltraShort NASDAQ-100 Fund (USPIX) has a higher volatility of 12.29% compared to Microsoft Corporation (MSFT) at 5.22%. This indicates that USPIX's price experiences larger fluctuations and is considered to be riskier than MSFT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.