Rydex Inverse Mid-Cap Strategy Fund (RYCLX) belongs to the Inverse Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RYCLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RYCLX
RYCLX charges 2.39% annually. There are 21 mutual funds in the Inverse Equities category with lower expense ratios, going as low as 0.64%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO StocksPLUS Short Fund | 0.64% | — | Jul 2003 | RYCLX vs PSTIX | |
| Rydex Inverse S&P 500 Strategy Fund | 1.49% | — | Jan 1994 | RYCLX vs RYURX | |
| Rydex Inverse NASDAQ-100 Strategy Fund | 1.55% | — | Sep 1998 | RYCLX vs RYAIX | |
| Grizzly Short Fund | 1.61% | — | Jun 2000 | RYCLX vs GRZZX | |
| ProFunds Bear Fund | 1.64% | — | Dec 1997 | RYCLX vs BRPIX |
Best Risk-Adjusted Alternatives to RYCLX
RYCLX has a PortfoliosLab risk / return rank of 0. There are 6 mutual funds in the Inverse Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Comstock Capital Value Fund | 97 | — | Oct 1985 | RYCLX vs DRCVX | |
| ProFunds UltraShort China | 2 | — | Feb 2008 | RYCLX vs UHPIX | |
| Grizzly Short Fund | 1 | — | Jun 2000 | RYCLX vs GRZZX | |
| ProFunds Ultra Short International Fund | 0 | — | Apr 2006 | RYCLX vs UXPIX | |
| ProFunds Ultra Short Emerging Market Fund | 0 | — | Apr 2006 | RYCLX vs UVPIX |
Top Performing RYCLX Alternatives (YTD)
RYCLX is at -12.06% YTD. There are 7 mutual funds in the Inverse Equities category with higher YTD returns, going as high as 18.01%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ProFunds UltraShort China | 18.01% | — | Feb 2008 | RYCLX vs UHPIX | |
| Comstock Capital Value Fund | 3.17% | — | Oct 1985 | RYCLX vs DRCVX | |
| Grizzly Short Fund | -6.05% | — | Jun 2000 | RYCLX vs GRZZX | |
| PIMCO StocksPLUS Short Fund | -8.07% | — | Jul 2003 | RYCLX vs PSTIX | |
| Rydex Inverse S&P 500 Strategy Fund | -8.72% | — | Jan 1994 | RYCLX vs RYURX |
Lowest Volatility Alternatives to RYCLX
RYCLX has 15.54% 1-year volatility. There are 6 mutual funds in the Inverse Equities category with lower 1-year volatility, going as low as 3.02%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Comstock Capital Value Fund | 3.02% | — | Oct 1985 | RYCLX vs DRCVX | |
| Federated Hermes Prudent Bear Fd | 11.32% | — | Dec 1995 | RYCLX vs BEARX | |
| PIMCO StocksPLUS Short Fund | 11.55% | — | Jul 2003 | RYCLX vs PSTIX | |
| Rydex Inverse S&P 500 Strategy Fund | 11.79% | — | Jan 1994 | RYCLX vs RYURX | |
| ProFunds Bear Fund | 11.94% | — | Dec 1997 | RYCLX vs BRPIX |
Lowest Drawdown Alternatives to RYCLX
RYCLX has a 1-year max drawdown of -16.44%. There are 3 mutual funds in the Inverse Equities category with shallower 1-year drawdowns, going as shallow as -0.89%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Comstock Capital Value Fund | -0.89% | — | Oct 1985 | RYCLX vs DRCVX | |
| Grizzly Short Fund | -13.89% | — | Jun 2000 | RYCLX vs GRZZX | |
| PIMCO StocksPLUS Short Fund | -15.41% | — | Jul 2003 | RYCLX vs PSTIX | |
| Rydex Inverse S&P 500 Strategy Fund | -18.35% | — | Jan 1994 | RYCLX vs RYURX | |
| ProFunds Bear Fund | -18.86% | — | Dec 1997 | RYCLX vs BRPIX |
Other Mutual Funds from Rydex Funds
The 10 most viewed Rydex Funds mutual funds shown here include RMQAX, RYVYX, RYSIX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fun... | Leveraged Equities | 67 | 40.14% | — | Nov 2014 | RYCLX vs RMQAX | |
| Rydex NASDAQ-100 2x Strategy Fund | Leveraged Equities | 67 | 42.38% | — | May 2000 | RYCLX vs RYVYX | |
| Rydex Electronics Fund | Technology Equities | 97 | 87.82% | — | Mar 1998 | RYCLX vs RYSIX | |
| Rydex S&P 500 2x Strategy Fund | Leveraged Equities | 58 | 20.51% | — | May 2000 | RYCLX vs RYTNX | |
| Rydex Dow Jones Industrial Average Fund | Large Cap Value Equities | 37 | 6.79% | — | Dec 2015 | RYCLX vs RYDAX | |
| Rydex Precious Metals Fund | Precious Metals | 34 | 7.46% | — | Nov 1993 | RYCLX vs RYPMX | |
| Rydex Technology Fund | Technology Equities | 87 | 40.06% | — | Apr 1998 | RYCLX vs RYTIX | |
| Rydex Nova Fund | Leveraged Equities | 61 | 16.00% | — | Jul 1993 | RYCLX vs RYNVX | |
| Rydex Russell 2000 Fund | Small Cap Blend Equities | 58 | 17.86% | — | May 2006 | RYCLX vs RYRRX | |
| Rydex S&P MidCap 400 Pure Growth Fund | Mid Cap Growth Equities | 44 | 20.27% | — | Feb 2004 | RYCLX vs RYCKX |
Often Compared With RYCLX
Investors most often compare RYCLX with RYCZX, RYTPX, URPIX. These 16 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare RYCLX with Any Fund or Stock
Compare RYCLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RYCLX with funds that move differently
Rydex Inverse Mid-Cap Strategy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RYCLX.
Explore RYCLX Diversifiers