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ISIN
US7835544963
CUSIP
783554496
Inception Date
Apr 5, 2000
Min. Investment
$2,500
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth

Share Price Chart


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Performance

RYIIX Performance Chart

Rydex Internet Fund (RYIIX) is up 8.6% since the beginning of the year. RYIIX is currently trading at $184 per share. Investors who bought $1,000 worth of RYIIX shares 5 years ago would now be looking at an investment worth $1,224.


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S&P 500 Index

Returns By Period

Rydex Internet Fund (RYIIX) has returned 8.61% so far this year and 22.66% over the past 12 months. Over the last decade, RYIIX has posted an annualized return of 14.12%, slightly higher than the S&P 500 Index benchmark’s 13.75%.


Rydex Internet Fund

1D
3.32%
1M
7.10%
YTD
8.61%
6M
8.45%
1Y
22.66%
3Y*
23.12%
5Y*
4.13%
10Y*
14.12%

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.25%
YTD
11.16%
6M
11.43%
1Y
28.20%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RYIIX Monthly Returns History

Based on dividend-adjusted daily data since Jan 2, 2001, RYIIX's average daily return is +0.04%, while the average monthly return is +0.86%. At this rate, an investment would double in approximately 6.7 years.

Historically, 58% of months were positive and 42% were negative. The best month was Jan 2001 with a return of +36.8%, while the worst month was Feb 2001 at -31.7%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 8 months.

On a daily basis, RYIIX closed higher 54% of trading days. The best single day was Jan 3, 2001 with a return of +23.0%, while the worst single day was Mar 16, 2020 at -11.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-2.86%-5.88%-2.73%11.97%5.57%3.32%8.61%
20257.52%-3.84%-8.35%1.64%8.32%7.11%1.15%3.65%3.65%2.17%-4.30%0.13%18.90%
20240.81%4.59%0.81%-4.67%0.80%4.72%-1.23%3.04%5.06%1.33%8.65%-1.45%24.07%
202315.99%-4.09%8.37%-3.33%5.95%6.15%7.46%-4.09%-5.55%-3.87%13.28%6.48%47.95%
2022-11.62%-6.51%-1.33%-17.11%-7.15%-7.66%10.08%-2.02%-10.53%0.96%5.31%-6.70%-44.54%
20212.06%4.54%-4.43%4.15%-3.00%7.32%-3.57%1.33%-5.82%4.44%-6.95%-2.77%-3.87%

Benchmark Metrics

Rydex Internet Fund has an annualized alpha of -0.11%, beta of 1.22, and R2 of 0.67 versus S&P 500 Index. Calculated based on daily prices since January 03, 2001.

  • This fund captured 147.51% of S&P 500 Index gains and 137.59% of its losses - amplifying both gains and losses, but participating more in upside than downside.

Alpha
-0.11%
Beta
1.22
0.67
Upside Capture
147.51%
Downside Capture
137.59%

Expense Ratio

RYIIX has a high expense ratio of 1.36%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

RYIIX ranks 16 for risk / return — in the bottom 16% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


RYIIX Risk / Return Rank: 1616
Overall Rank
RYIIX Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
RYIIX Sortino Ratio Rank: 1818
Sortino Ratio Rank
RYIIX Omega Ratio Rank: 1818
Omega Ratio Rank
RYIIX Calmar Ratio Rank: 1414
Calmar Ratio Rank
RYIIX Martin Ratio Rank: 1212
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.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Rydex Internet Fund (RYIIX) and compare them to S&P 500 Index.


RYIIXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.27

2.39

-1.11

Sortino ratio

Return per unit of downside risk

1.76

3.25

-1.49

Omega ratio

Gain probability vs. loss probability

1.22

1.43

-0.21

Calmar ratio

Return relative to maximum drawdown

1.32

3.11

-1.79

Martin ratio

Return relative to average drawdown

3.60

14.38

-10.78

Dividends

Dividend History

Rydex Internet Fund provided a 1.21% dividend yield over the last twelve months, with an annual payout of $2.23 per share.


0.00%5.00%10.00%15.00%20.00%25.00%30.00%35.00%$0.00$10.00$20.00$30.00$40.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$2.23$2.23$0.00$0.00$0.00$43.20$0.00$8.20$15.50$0.00$0.00$0.33

Dividend yield

1.21%1.32%0.00%0.00%0.00%30.47%0.00%6.89%15.84%0.00%0.00%0.40%

Monthly Dividends

The table displays the monthly dividend distributions for Rydex Internet Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.23$2.23
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$43.20$43.20

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Rydex Internet Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Rydex Internet Fund was 83.88%, occurring on Oct 8, 2002. Recovery took 3294 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

Dot-com crash2000–2002
-83.88%Oct 2002
1y 8mo13y 1mo
14y 9moJan 2001 - Nov 2015
Bear market2022
-57.25%Nov 2022
1y 8mo2y 10mo
4y 6moFeb 2021 - Sep 2025
COVID crash2020
-30.04%Mar 2020
25d1mo 26d
2mo 21dFeb 2020 - May 2020
Rate-hike selloffLate 2018
-26.76%Dec 2018
5mo 1d4mo
9mo 1dJul 2018 - Apr 2019
2016 bear market2016
-22.76%Feb 2016
2mo 4d5mo 28d
8mo 2dDec 2015 - Aug 2016

Drawdown Indicators


RYIIXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-83.88%

-56.78%

-27.10%

Max Drawdown (1Y)

Largest decline over 1 year

-18.10%

-9.10%

-9.00%

Max Drawdown (3Y)

Largest decline over 3 years

-24.36%

-18.90%

-5.46%

Max Drawdown (5Y)

Largest decline over 5 years

-55.57%

-25.43%

-30.14%

Max Drawdown (10Y)

Largest decline over 10 years

-57.25%

-33.92%

-23.33%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-35.14%

-10.72%

-24.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.62%

1.97%

+4.65%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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