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UTPIX vs. UBPIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

UTPIX vs. UBPIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ProFunds Utilities UltraSector Fund (UTPIX) and ProFunds UltraLatin America Fund (UBPIX). The values are adjusted to include any dividend payments, if applicable.

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UTPIX vs. UBPIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
UTPIX
ProFunds Utilities UltraSector Fund
11.02%19.28%27.74%-15.46%-2.31%23.33%-8.87%34.24%2.30%15.83%
UBPIX
ProFunds UltraLatin America Fund
43.05%88.27%-39.96%53.61%9.98%-10.66%-50.10%13.18%-22.18%46.59%

Returns By Period

In the year-to-date period, UTPIX achieves a 11.02% return, which is significantly lower than UBPIX's 43.05% return. Over the past 10 years, UTPIX has outperformed UBPIX with an annualized return of 9.46%, while UBPIX has yielded a comparatively lower 6.47% annualized return.


UTPIX

1D
-0.13%
1M
-4.22%
YTD
11.02%
6M
5.87%
1Y
24.41%
3Y*
15.02%
5Y*
10.69%
10Y*
9.46%

UBPIX

1D
6.92%
1M
-1.22%
YTD
43.05%
6M
77.57%
1Y
115.15%
3Y*
33.37%
5Y*
22.92%
10Y*
6.47%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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UTPIX vs. UBPIX - Expense Ratio Comparison

Both UTPIX and UBPIX have an expense ratio of 1.73%.


Return for Risk

UTPIX vs. UBPIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

UTPIX
UTPIX Risk / Return Rank: 4646
Overall Rank
UTPIX Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
UTPIX Sortino Ratio Rank: 4444
Sortino Ratio Rank
UTPIX Omega Ratio Rank: 3737
Omega Ratio Rank
UTPIX Calmar Ratio Rank: 6969
Calmar Ratio Rank
UTPIX Martin Ratio Rank: 3333
Martin Ratio Rank

UBPIX
UBPIX Risk / Return Rank: 9595
Overall Rank
UBPIX Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
UBPIX Sortino Ratio Rank: 9292
Sortino Ratio Rank
UBPIX Omega Ratio Rank: 8989
Omega Ratio Rank
UBPIX Calmar Ratio Rank: 9898
Calmar Ratio Rank
UBPIX Martin Ratio Rank: 9797
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

UTPIX vs. UBPIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ProFunds Utilities UltraSector Fund (UTPIX) and ProFunds UltraLatin America Fund (UBPIX). 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.


UTPIXUBPIXDifference

Sharpe ratio

Return per unit of total volatility

1.05

2.66

-1.62

Sortino ratio

Return per unit of downside risk

1.47

2.87

-1.41

Omega ratio

Gain probability vs. loss probability

1.20

1.41

-0.21

Calmar ratio

Return relative to maximum drawdown

1.86

4.73

-2.87

Martin ratio

Return relative to average drawdown

4.41

17.20

-12.80

UTPIX vs. UBPIX - Sharpe Ratio Comparison

The current UTPIX Sharpe Ratio is 1.05, which is lower than the UBPIX Sharpe Ratio of 2.66. The chart below compares the historical Sharpe Ratios of UTPIX and UBPIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


UTPIXUBPIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.05

2.66

-1.62

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.42

0.50

-0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.33

0.12

+0.21

Sharpe Ratio (All Time)

Calculated using the full available price history

0.25

-0.15

+0.40

Correlation

The correlation between UTPIX and UBPIX is 0.38, 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. UBPIX - Dividend Comparison

UTPIX's dividend yield for the trailing twelve months is around 0.70%, less than UBPIX's 3.52% yield.


TTM20252024202320222021202020192018201720162015
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%
UBPIX
ProFunds UltraLatin America Fund
3.52%5.03%6.94%4.32%10.96%6.00%0.53%1.28%1.58%0.22%0.32%0.43%

Drawdowns

UTPIX vs. UBPIX - Drawdown Comparison

The maximum UTPIX drawdown since its inception was -73.56%, smaller than the maximum UBPIX drawdown of -98.57%. Use the drawdown chart below to compare losses from any high point for UTPIX and UBPIX.


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Drawdown Indicators


UTPIXUBPIXDifference

Max Drawdown

Largest peak-to-trough decline

-73.56%

-98.57%

+25.01%

Max Drawdown (1Y)

Largest decline over 1 year

-14.45%

-24.47%

+10.02%

Max Drawdown (5Y)

Largest decline over 5 years

-38.73%

-49.18%

+10.45%

Max Drawdown (10Y)

Largest decline over 10 years

-50.82%

-89.02%

+38.20%

Current Drawdown

Current decline from peak

-5.32%

-89.47%

+84.15%

Average Drawdown

Average peak-to-trough decline

-22.00%

-84.66%

+62.66%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.10%

6.81%

-0.71%

Volatility

UTPIX vs. UBPIX - Volatility Comparison

The current volatility for ProFunds Utilities UltraSector Fund (UTPIX) is 7.73%, while ProFunds UltraLatin America Fund (UBPIX) has a volatility of 21.07%. This indicates that UTPIX experiences smaller price fluctuations and is considered to be less risky than UBPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


UTPIXUBPIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.73%

21.07%

-13.34%

Volatility (6M)

Calculated over the trailing 6-month period

15.71%

32.82%

-17.11%

Volatility (1Y)

Calculated over the trailing 1-year period

23.94%

45.43%

-21.49%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.79%

46.35%

-20.56%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.98%

56.40%

-27.42%