UTPIX vs. URPIX
UTPIX (ProFunds Utilities UltraSector Fund) and URPIX (ProFunds UltraBear Fund) are both mutual funds - UTPIX is a Leveraged Equities fund managed by ProFunds, while URPIX is a Inverse Equities fund managed by ProFunds. Over the past 10 years, UTPIX returned 8.13%/yr vs -27.91%/yr for URPIX. Their -0.52 correlation means they have often moved in opposite directions in the past. UTPIX charges 1.73%/yr vs 1.78%/yr for URPIX.
Performance
UTPIX vs. URPIX - 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 URPIX's -14.33% return. Over the past 10 years, UTPIX has outperformed URPIX with an annualized return of 8.13%, while URPIX has yielded a comparatively lower -27.91% 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%
URPIX
- 1D
- -3.30%
- 1M
- 1.48%
- 6M
- -12.25%
- YTD
- -14.33%
- 1Y
- -27.37%
- 3Y*
- -26.35%
- 5Y*
- -21.21%
- 10Y*
- -27.91%
- ALL TIME*
- -21.43%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
UTPIX vs. URPIX - 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% |
URPIX ProFunds UltraBear Fund | -14.33% | -27.06% | -32.89% | -31.77% | 29.74% | -43.61% | -51.10% | -42.03% | 4.20% | -32.58% |
Correlation
The correlation between UTPIX and URPIX is -0.13, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.13 |
Correlation (3Y) Balances recent behavior with more history. | -0.26 |
Correlation (5Y) Shows whether the relationship held over a longer period. | -0.37 |
Correlation (10Y) Provides a long-term view across more market conditions. | -0.37 |
Correlation (All Time) Calculated using the full available price history since Jul 26, 2000 | -0.52 |
Over the past year, the inverse relationship between UTPIX and URPIX has weakened: their correlation has moved from -0.52 to -0.13, meaning they move in opposite directions less often than they have historically.
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Return for Risk
UTPIX vs. URPIX — Risk / Return Rank
UTPIX
URPIX
UTPIX vs. URPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds Utilities UltraSector Fund (UTPIX) and ProFunds UltraBear Fund (URPIX). 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 | URPIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.22 | ||
| Sortino ratioReturn per unit of downside risk | +1.88 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 0.85 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 0.41 | -0.80 | +1.21 |
| Martin ratioReturn relative to average drawdown | 0.82 | -1.35 | +2.17 |
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Drawdowns
UTPIX vs. URPIX - Drawdown Comparison
The maximum UTPIX drawdown since its inception was -73.56%, smaller than the maximum URPIX drawdown of -99.92%. Use the drawdown chart below to compare losses from any high point for UTPIX and URPIX.
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Drawdown Indicators
| UTPIX | URPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.56% | -99.92% | +26.36% |
Max Drawdown (1Y)Largest decline over 1 year | -14.82% | -30.79% | +15.97% |
Max Drawdown (3Y)Largest decline over 3 years | -19.43% | -69.89% | +50.46% |
Max Drawdown (5Y)Largest decline over 5 years | -38.73% | -76.97% | +38.24% |
Max Drawdown (10Y)Largest decline over 10 years | -50.82% | -96.59% | +45.77% |
Current DrawdownCurrent decline from peak | -10.04% | -99.92% | +89.88% |
Average DrawdownAverage peak-to-trough decline | -21.82% | -79.17% | +57.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.45% | 18.19% | -10.74% |
Volatility
UTPIX vs. URPIX - Volatility Comparison
ProFunds Utilities UltraSector Fund (UTPIX) has a higher volatility of 7.21% compared to ProFunds UltraBear Fund (URPIX) at 6.82%. This indicates that UTPIX's price experiences larger fluctuations and is considered to be riskier than URPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UTPIX | URPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.21% | 6.82% | +0.39% |
Volatility (6M)Calculated over the trailing 6-month period | 18.33% | 20.27% | -1.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.79% | 25.76% | -2.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.07% | 34.06% | -7.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.13% | 35.62% | -6.49% |
UTPIX vs. URPIX - Expense Ratio Comparison
UTPIX has a 1.73% expense ratio, which is lower than URPIX's 1.78% expense ratio.
Dividends
UTPIX vs. URPIX - Dividend Comparison
UTPIX's dividend yield for the trailing twelve months is around 0.73%, less than URPIX's 3.18% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
URPIX ProFunds UltraBear Fund | 3.18% | 2.73% | 0.00% | 3.02% | 0.00% | 0.00% | 0.47% | 0.00% | 0.00% | 0.00% | 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 URPIX have a correlation of -0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UTPIX has higher volatility (7.21%) compared to URPIX (6.82%). In terms of maximum drawdown, UTPIX dropped -73.56% vs URPIX's -99.92%.
UTPIX currently has the higher Sharpe Ratio (0.27 vs -0.95), 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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