UTPIX vs. UMPIX
Compare and contrast key facts about ProFunds Utilities UltraSector Fund (UTPIX) and ProFunds UltraMid Cap Fund (UMPIX).
UTPIX is managed by ProFunds. It was launched on Jul 25, 2000. UMPIX is managed by ProFunds. It was launched on Feb 6, 2000.
Performance
UTPIX vs. UMPIX - Performance Comparison
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UTPIX vs. UMPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
UMPIX ProFunds UltraMid Cap Fund | 2.65% | 3.62% | 17.08% | 22.37% | -32.05% | 55.65% | 5.21% | 48.88% | -26.37% | 23.77% |
Returns By Period
In the year-to-date period, UTPIX achieves a 11.02% return, which is significantly higher than UMPIX's 2.65% return. Over the past 10 years, UTPIX has underperformed UMPIX with an annualized return of 9.46%, while UMPIX has yielded a comparatively higher 11.54% 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%
UMPIX
- 1D
- 5.76%
- 1M
- -12.74%
- YTD
- 2.65%
- 6M
- 3.09%
- 1Y
- 22.30%
- 3Y*
- 13.27%
- 5Y*
- 4.37%
- 10Y*
- 11.54%
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UTPIX vs. UMPIX - Expense Ratio Comparison
UTPIX has a 1.73% expense ratio, which is higher than UMPIX's 1.51% expense ratio.
Return for Risk
UTPIX vs. UMPIX — Risk / Return Rank
UTPIX
UMPIX
UTPIX vs. UMPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds Utilities UltraSector Fund (UTPIX) and ProFunds UltraMid Cap Fund (UMPIX). 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 | UMPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 0.57 | +0.48 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.07 | +0.40 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.15 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.86 | 0.90 | +0.97 |
Martin ratioReturn relative to average drawdown | 4.41 | 3.49 | +0.91 |
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 | UMPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 0.57 | +0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.11 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.28 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.21 | +0.05 |
Correlation
The correlation between UTPIX and UMPIX is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
UTPIX vs. UMPIX - Dividend Comparison
UTPIX's dividend yield for the trailing twelve months is around 0.70%, more than UMPIX's 0.18% 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% |
UMPIX ProFunds UltraMid Cap Fund | 0.18% | 0.19% | 1.20% | 0.59% | 0.00% | 9.49% | 0.00% | 2.07% | 0.14% | 2.33% | 0.00% | 0.00% |
Drawdowns
UTPIX vs. UMPIX - Drawdown Comparison
The maximum UTPIX drawdown since its inception was -73.56%, smaller than the maximum UMPIX drawdown of -85.51%. Use the drawdown chart below to compare losses from any high point for UTPIX and UMPIX.
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Drawdown Indicators
| UTPIX | UMPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.56% | -85.51% | +11.95% |
Max Drawdown (1Y)Largest decline over 1 year | -14.45% | -26.94% | +12.49% |
Max Drawdown (5Y)Largest decline over 5 years | -38.73% | -44.80% | +6.07% |
Max Drawdown (10Y)Largest decline over 10 years | -50.82% | -69.51% | +18.69% |
Current DrawdownCurrent decline from peak | -5.32% | -12.96% | +7.64% |
Average DrawdownAverage peak-to-trough decline | -22.00% | -22.16% | +0.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.10% | 6.90% | -0.80% |
Volatility
UTPIX vs. UMPIX - Volatility Comparison
The current volatility for ProFunds Utilities UltraSector Fund (UTPIX) is 7.73%, while ProFunds UltraMid Cap Fund (UMPIX) has a volatility of 13.01%. This indicates that UTPIX experiences smaller price fluctuations and is considered to be less risky than UMPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UTPIX | UMPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.73% | 13.01% | -5.28% |
Volatility (6M)Calculated over the trailing 6-month period | 15.71% | 23.65% | -7.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.94% | 42.06% | -18.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.79% | 39.58% | -13.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.98% | 41.88% | -12.90% |