UTPIX vs. RMQHX
Compare and contrast key facts about ProFunds Utilities UltraSector Fund (UTPIX) and Rydex Monthly Rebalance NASDAQ-100 2x Strategy H (RMQHX).
UTPIX is managed by ProFunds. It was launched on Jul 25, 2000. RMQHX is a passively managed fund by Guggenheim that tracks the performance of the NASDAQ-100. It was launched on Nov 28, 2014.
Performance
UTPIX vs. RMQHX - Performance Comparison
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UTPIX vs. RMQHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UTPIX ProFunds Utilities UltraSector Fund | 11.17% | 19.28% | 27.74% | -15.46% | -2.31% | 23.33% | -8.87% | 34.24% | 2.30% | 15.83% |
RMQHX Rydex Monthly Rebalance NASDAQ-100 2x Strategy H | -19.03% | 33.90% | 44.74% | 115.89% | -59.96% | 56.33% | 101.06% | 80.70% | -7.28% | 69.79% |
Returns By Period
In the year-to-date period, UTPIX achieves a 11.17% return, which is significantly higher than RMQHX's -19.03% return. Over the past 10 years, UTPIX has underperformed RMQHX with an annualized return of 9.47%, while RMQHX has yielded a comparatively higher 30.11% annualized return.
UTPIX
- 1D
- 0.95%
- 1M
- -5.20%
- YTD
- 11.17%
- 6M
- 7.51%
- 1Y
- 25.12%
- 3Y*
- 15.07%
- 5Y*
- 10.70%
- 10Y*
- 9.47%
RMQHX
- 1D
- -1.68%
- 1M
- -16.37%
- YTD
- -19.03%
- 6M
- -16.54%
- 1Y
- 31.59%
- 3Y*
- 33.83%
- 5Y*
- 15.52%
- 10Y*
- 30.11%
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UTPIX vs. RMQHX - Expense Ratio Comparison
UTPIX has a 1.73% expense ratio, which is higher than RMQHX's 1.27% expense ratio.
Return for Risk
UTPIX vs. RMQHX — Risk / Return Rank
UTPIX
RMQHX
UTPIX vs. RMQHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds Utilities UltraSector Fund (UTPIX) and Rydex Monthly Rebalance NASDAQ-100 2x Strategy H (RMQHX). 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.
| UTPIX | RMQHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 0.67 | +0.47 |
Sortino ratioReturn per unit of downside risk | 1.56 | 1.28 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.18 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.97 | 0.96 | +1.01 |
Martin ratioReturn relative to average drawdown | 4.68 | 3.35 | +1.32 |
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
| UTPIX | RMQHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 0.67 | +0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.34 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.65 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.63 | -0.38 |
Correlation
The correlation between UTPIX and RMQHX is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
UTPIX vs. RMQHX - Dividend Comparison
UTPIX's dividend yield for the trailing twelve months is around 0.70%, less than RMQHX's 42.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UTPIX ProFunds Utilities UltraSector Fund | 0.70% | 0.77% | 0.00% | 1.74% | 0.97% | 0.20% | 0.58% | 1.72% | 0.66% | 0.74% | 0.83% | 1.41% |
RMQHX Rydex Monthly Rebalance NASDAQ-100 2x Strategy H | 42.94% | 34.77% | 25.22% | 3.66% | 0.00% | 2.13% | 5.17% | 0.10% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
UTPIX vs. RMQHX - Drawdown Comparison
The maximum UTPIX drawdown since its inception was -73.56%, which is greater than RMQHX's maximum drawdown of -63.21%. Use the drawdown chart below to compare losses from any high point for UTPIX and RMQHX.
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Drawdown Indicators
| UTPIX | RMQHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.56% | -63.21% | -10.35% |
Max Drawdown (1Y)Largest decline over 1 year | -14.45% | -25.11% | +10.66% |
Max Drawdown (5Y)Largest decline over 5 years | -38.73% | -63.21% | +24.48% |
Max Drawdown (10Y)Largest decline over 10 years | -50.82% | -63.21% | +12.39% |
Current DrawdownCurrent decline from peak | -5.20% | -24.97% | +19.77% |
Average DrawdownAverage peak-to-trough decline | -22.00% | -13.01% | -8.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.09% | 7.21% | -1.12% |
Volatility
UTPIX vs. RMQHX - Volatility Comparison
The current volatility for ProFunds Utilities UltraSector Fund (UTPIX) is 7.78%, while Rydex Monthly Rebalance NASDAQ-100 2x Strategy H (RMQHX) has a volatility of 11.12%. This indicates that UTPIX experiences smaller price fluctuations and is considered to be less risky than RMQHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UTPIX | RMQHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.78% | 11.12% | -3.34% |
Volatility (6M)Calculated over the trailing 6-month period | 15.71% | 25.22% | -9.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.99% | 47.33% | -23.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.80% | 46.20% | -20.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.98% | 46.31% | -17.33% |