UTPIX vs. UGPIX
UTPIX (ProFunds Utilities UltraSector Fund) and UGPIX (ProFunds UltraChina) are both Leveraged Equities funds from ProFunds. Over the past 10 years, UTPIX returned 8.13%/yr vs 7.63%/yr for UGPIX. Their 0.06 correlation means their historical movements had little consistent relationship. UTPIX charges 1.73%/yr vs 1.74%/yr for UGPIX.
Performance
UTPIX vs. UGPIX - Performance Comparison
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Returns By Period
In the year-to-date period, UTPIX achieves a 5.49% return, which is significantly higher than UGPIX's -32.30% return. Over the past 10 years, UTPIX has outperformed UGPIX with an annualized return of 8.13%, while UGPIX has yielded a comparatively lower 7.63% annualized return.
UTPIX
- 1D
- -0.80%
- 1M
- -3.90%
- 6M
- 3.82%
- YTD
- 5.49%
- 1Y
- 4.94%
- 3Y*
- 13.88%
- 5Y*
- 8.68%
- 10Y*
- 8.13%
- ALL TIME*
- 6.90%
UGPIX
- 1D
- 1.36%
- 1M
- 19.83%
- 6M
- -35.18%
- YTD
- -32.30%
- 1Y
- -24.92%
- 3Y*
- -18.59%
- 5Y*
- 10.33%
- 10Y*
- 7.63%
- ALL TIME*
- -1.22%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
UGPIX ProFunds UltraChina | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
UTPIX vs. UGPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UTPIX ProFunds Utilities UltraSector Fund | 5.49% | 19.28% | 27.74% | -15.46% | -2.31% | 23.33% | -8.87% | 34.24% | 2.30% | 15.83% |
UGPIX ProFunds UltraChina | -32.30% | 36.28% | -21.79% | 785.09% | -53.03% | -73.86% | 76.47% | 40.07% | -46.51% | 105.73% |
Correlation
The correlation between UTPIX and UGPIX is -0.01, 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. | -0.01 |
Correlation (3Y) Balances recent behavior with more history. | 0.12 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.10 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.08 |
Correlation (All Time) Calculated using the full available price history since Aug 7, 2000 | 0.06 |
The correlation between UTPIX and UGPIX shifts across timeframes, from -0.01 (1 year) to 0.12 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
UTPIX vs. UGPIX — Risk / Return Rank
UTPIX
UGPIX
UTPIX vs. UGPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds Utilities UltraSector Fund (UTPIX) and ProFunds UltraChina (UGPIX). 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.
| UTPIX | UGPIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.78 | ||
| Sortino ratioReturn per unit of downside risk | +1.00 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 0.95 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 0.41 | -0.41 | +0.83 |
| Martin ratioReturn relative to average drawdown | 0.82 | -0.73 | +1.55 |
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Drawdowns
UTPIX vs. UGPIX - Drawdown Comparison
The maximum UTPIX drawdown since its inception was -73.56%, smaller than the maximum UGPIX drawdown of -98.56%. Use the drawdown chart below to compare losses from any high point for UTPIX and UGPIX.
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Drawdown Indicators
| UTPIX | UGPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.56% | -98.56% | +25.00% |
Max Drawdown (1Y)Largest decline over 1 year | -14.82% | -65.51% | +50.69% |
Max Drawdown (3Y)Largest decline over 3 years | -19.43% | -65.51% | +46.08% |
Max Drawdown (5Y)Largest decline over 5 years | -38.73% | -88.22% | +49.49% |
Max Drawdown (10Y)Largest decline over 10 years | -50.82% | -96.22% | +45.40% |
Current DrawdownCurrent decline from peak | -10.04% | -80.75% | +70.71% |
Average DrawdownAverage peak-to-trough decline | -21.82% | -79.77% | +57.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.45% | 36.83% | -29.38% |
Volatility
UTPIX vs. UGPIX - Volatility Comparison
The current volatility for ProFunds Utilities UltraSector Fund (UTPIX) is 7.21%, while ProFunds UltraChina (UGPIX) has a volatility of 13.99%. This indicates that UTPIX experiences smaller price fluctuations and is considered to be less risky than UGPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UTPIX | UGPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.21% | 13.99% | -6.78% |
Volatility (6M)Calculated over the trailing 6-month period | 18.33% | 37.67% | -19.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.79% | 53.08% | -30.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.07% | 387.93% | -361.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.13% | 276.46% | -247.33% |
UTPIX vs. UGPIX - Expense Ratio Comparison
UTPIX has a 1.73% expense ratio, which is lower than UGPIX's 1.74% expense ratio.
Dividends
UTPIX vs. UGPIX - Dividend Comparison
UTPIX's dividend yield for the trailing twelve months is around 0.73%, less than UGPIX's 8.93% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UGPIX ProFunds UltraChina | 8.93% | 6.05% | 2.91% | 3.25% | 0.00% | 0.00% | 0.00% | 0.08% | 0.00% | 0.77% | 0.00% | 0.00% |
UTPIX ProFunds Utilities UltraSector Fund | 0.73% | 0.77% | 0.00% | 1.74% | 0.97% | 0.20% | 0.58% | 1.72% | 0.66% | 0.74% | 0.83% | 1.41% |
Frequently Asked Questions
UTPIX and UGPIX have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UGPIX has higher volatility (13.99%) compared to UTPIX (7.21%). In terms of maximum drawdown, UTPIX dropped -73.56% vs UGPIX's -98.56%.
UTPIX currently has the higher Sharpe Ratio (0.27 vs -0.51), 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.
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