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UUPIX vs. UAPIX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

UUPIX vs. UAPIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ProFunds UltraEmerging Markets Fund (UUPIX) and ProFunds UltraSmall Cap Fund (UAPIX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, UUPIX achieves a 4.04% return, which is significantly lower than UAPIX's 41.12% return. Over the past 10 years, UUPIX has underperformed UAPIX with an annualized return of 10.52%, while UAPIX has yielded a comparatively higher 12.46% annualized return.


UUPIX

1D
1.30%
1M
-0.88%
YTD
4.04%
6M
3.34%
1Y
42.93%
3Y*
27.72%
5Y*
-0.66%
10Y*
10.52%

UAPIX

1D
1.61%
1M
9.00%
YTD
41.12%
6M
34.49%
1Y
83.87%
3Y*
27.77%
5Y*
2.36%
10Y*
12.46%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UUPIX vs. UAPIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
UUPIX
ProFunds UltraEmerging Markets Fund
4.04%70.53%6.99%22.60%-37.35%-36.21%43.24%46.76%-31.83%75.03%
UAPIX
ProFunds UltraSmall Cap Fund
41.12%12.77%10.42%22.26%-43.78%23.06%13.86%46.81%-26.88%24.36%

Correlation

The correlation between UUPIX and UAPIX is 0.59, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.59

Correlation (3Y)
Calculated over the trailing 3-year period

0.58

Correlation (5Y)
Calculated over the trailing 5-year period

0.63

Correlation (10Y)
Calculated over the trailing 10-year period

0.61

Correlation (All Time)
Calculated using the full available price history since Apr 19, 2006

0.68

The correlation between UUPIX and UAPIX has been stable across timeframes, ranging from 0.58 to 0.68 - a consistent structural relationship.

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Return for Risk

UUPIX vs. UAPIX — Risk / Return Rank

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

UUPIX
UUPIX Risk / Return Rank: 1717
Overall Rank
UUPIX Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
UUPIX Sortino Ratio Rank: 1818
Sortino Ratio Rank
UUPIX Omega Ratio Rank: 1818
Omega Ratio Rank
UUPIX Calmar Ratio Rank: 2020
Calmar Ratio Rank
UUPIX Martin Ratio Rank: 1616
Martin Ratio Rank

UAPIX
UAPIX Risk / Return Rank: 6666
Overall Rank
UAPIX Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
UAPIX Sortino Ratio Rank: 5353
Sortino Ratio Rank
UAPIX Omega Ratio Rank: 4444
Omega Ratio Rank
UAPIX Calmar Ratio Rank: 8686
Calmar Ratio Rank
UAPIX Martin Ratio Rank: 7777
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.

UUPIX vs. UAPIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ProFunds UltraEmerging Markets Fund (UUPIX) and ProFunds UltraSmall Cap Fund (UAPIX). 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.


UUPIXUAPIXDifference
Sharpe ratioReturn per unit of total volatility

-1.20

Sortino ratioReturn per unit of downside risk

-1.19

Omega ratioGain probability vs. loss probability

1.20

1.33

-0.13

Calmar ratioReturn relative to maximum drawdown

1.50

3.96

-2.47

Martin ratioReturn relative to average drawdown

4.01

13.47

-9.46

UUPIX vs. UAPIX - Sharpe Ratio Comparison

The current UUPIX Sharpe Ratio is 1.05, which is lower than the UAPIX Sharpe Ratio of 2.25. The chart below compares the historical Sharpe Ratios of UUPIX and UAPIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

UUPIX vs. UAPIX - Drawdown Comparison

The maximum UUPIX drawdown since its inception was -93.82%, which is greater than UAPIX's maximum drawdown of -88.51%. Use the drawdown chart below to compare losses from any high point for UUPIX and UAPIX.


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Drawdown Indicators


UUPIXUAPIXDifference

Max Drawdown

Largest peak-to-trough decline

-93.82%

-88.51%

-5.31%

Max Drawdown (1Y)

Largest decline over 1 year

-29.91%

-22.32%

-7.59%

Max Drawdown (3Y)

Largest decline over 3 years

-37.01%

-49.86%

+12.85%

Max Drawdown (5Y)

Largest decline over 5 years

-71.31%

-61.82%

-9.49%

Max Drawdown (10Y)

Largest decline over 10 years

-78.32%

-72.18%

-6.14%

Current Drawdown

Current decline from peak

-74.09%

0.00%

-74.09%

Average Drawdown

Average peak-to-trough decline

-75.93%

-35.98%

-39.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.16%

6.55%

+4.61%

Volatility

UUPIX vs. UAPIX - Volatility Comparison

ProFunds UltraEmerging Markets Fund (UUPIX) has a higher volatility of 14.57% compared to ProFunds UltraSmall Cap Fund (UAPIX) at 12.82%. This indicates that UUPIX's price experiences larger fluctuations and is considered to be riskier than UAPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


UUPIXUAPIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.57%

12.82%

+1.75%

Volatility (6M)

Calculated over the trailing 6-month period

34.65%

28.58%

+6.07%

Volatility (1Y)

Calculated over the trailing 1-year period

42.80%

39.46%

+3.34%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

48.27%

45.31%

+2.96%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

46.53%

46.63%

-0.10%

UUPIX vs. UAPIX - Expense Ratio Comparison

UUPIX has a 1.92% expense ratio, which is higher than UAPIX's 1.60% expense ratio.


Dividends

UUPIX vs. UAPIX - Dividend Comparison

UUPIX's dividend yield for the trailing twelve months is around 2.44%, more than UAPIX's 0.33% yield.


PositionTTM202520242023202220212020201920182017
UAPIX
ProFunds UltraSmall Cap Fund
0.33%0.47%1.06%0.73%0.00%0.00%0.00%0.00%0.13%0.00%
UUPIX
ProFunds UltraEmerging Markets Fund
2.44%2.54%1.65%1.77%1.05%0.00%0.00%0.00%0.64%0.16%

Frequently Asked Questions


UUPIX and UAPIX have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

UUPIX has higher volatility (14.57%) compared to UAPIX (12.82%). In terms of maximum drawdown, UUPIX dropped -93.82% vs UAPIX's -88.51%.

UAPIX currently has the higher Sharpe Ratio (2.25 vs 1.05), 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.

Portfolio Optimizer

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