Rydex Inverse Russell 2000 2x Strategy Fund (RYIUX) 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 RYIUX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RYIUX
RYIUX charges 2.05% annually. There are 19 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 | RYIUX vs PSTIX | |
| Rydex Inverse S&P 500 Strategy Fund | 1.49% | — | Jan 1994 | RYIUX vs RYURX | |
| Rydex Inverse NASDAQ-100 Strategy Fund | 1.55% | — | Sep 1998 | RYIUX vs RYAIX | |
| Grizzly Short Fund | 1.61% | — | Jun 2000 | RYIUX vs GRZZX | |
| ProFunds Bear Fund | 1.64% | — | Dec 1997 | RYIUX vs BRPIX |
Best Risk-Adjusted Alternatives to RYIUX
RYIUX has a PortfoliosLab risk / return rank of 0. There are 19 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 | RYIUX vs DRCVX | |
| ProFunds UltraShort China | 5 | — | Feb 2008 | RYIUX vs UHPIX | |
| Grizzly Short Fund | 1 | — | Jun 2000 | RYIUX vs GRZZX | |
| Rydex Inverse Emerging Markets 2x Strategy Fund | 1 | — | Oct 2010 | RYIUX vs RYWWX | |
| ProFunds Ultra Short Emerging Market Fund | 1 | — | Apr 2006 | RYIUX vs UVPIX |
Top Performing RYIUX Alternatives (YTD)
RYIUX is at -33.34% YTD. There are 24 mutual funds in the Inverse Equities category with higher YTD returns, going as high as 49.76%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ProFunds UltraShort China | 49.76% | — | Feb 2008 | RYIUX vs UHPIX | |
| Comstock Capital Value Fund | 2.94% | — | Oct 1985 | RYIUX vs DRCVX | |
| Grizzly Short Fund | -5.94% | — | Jun 2000 | RYIUX vs GRZZX | |
| PIMCO StocksPLUS Short Fund | -6.34% | — | Jul 2003 | RYIUX vs PSTIX | |
| Rydex Inverse S&P 500 Strategy Fund | -7.37% | — | Jan 1994 | RYIUX vs RYURX |
Lowest Volatility Alternatives to RYIUX
RYIUX has 39.33% 1-year volatility. There are 19 mutual funds in the Inverse Equities category with lower 1-year volatility, going as low as 2.92%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Comstock Capital Value Fund | 2.92% | — | Oct 1985 | RYIUX vs DRCVX | |
| PIMCO StocksPLUS Short Fund | 12.11% | — | Jul 2003 | RYIUX vs PSTIX | |
| Federated Hermes Prudent Bear Fd | 12.32% | — | Dec 1995 | RYIUX vs BEARX | |
| Rydex Inverse S&P 500 Strategy Fund | 12.40% | — | Jan 1994 | RYIUX vs RYURX | |
| ProFunds Bear Fund | 12.53% | — | Dec 1997 | RYIUX vs BRPIX |
Lowest Drawdown Alternatives to RYIUX
RYIUX has a 1-year max drawdown of -51.61%. There are 23 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 | RYIUX vs DRCVX | |
| Grizzly Short Fund | -13.89% | — | Jun 2000 | RYIUX vs GRZZX | |
| PIMCO StocksPLUS Short Fund | -15.05% | — | Jul 2003 | RYIUX vs PSTIX | |
| Rydex Inverse S&P 500 Strategy Fund | -17.40% | — | Jan 1994 | RYIUX vs RYURX | |
| Rydex Inverse Mid-Cap Strategy Fund | -17.57% | — | Feb 2004 | RYIUX vs RYCLX |
Other Mutual Funds from Rydex Funds
The 10 most viewed Rydex Funds mutual funds shown here include RMQAX, RYSIX, RYVYX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fun... | Leveraged Equities | 61 | 37.58% | — | Nov 2014 | RYIUX vs RMQAX | |
| Rydex Electronics Fund | Technology Equities | 96 | 94.06% | — | Mar 1998 | RYIUX vs RYSIX | |
| Rydex NASDAQ-100 2x Strategy Fund | Leveraged Equities | 61 | 38.86% | — | May 2000 | RYIUX vs RYVYX | |
| Rydex S&P 500 2x Strategy Fund | Leveraged Equities | 49 | 16.67% | — | May 2000 | RYIUX vs RYTNX | |
| Rydex Dow Jones Industrial Average Fund | Large Cap Value Equities | 42 | 7.34% | — | Dec 2015 | RYIUX vs RYDAX | |
| Rydex Precious Metals Fund | Precious Metals | 25 | 0.29% | — | Nov 1993 | RYIUX vs RYPMX | |
| Rydex S&P 500 Pure Growth Fund | Large Cap Growth Equities | 62 | 33.25% | — | Feb 2004 | RYIUX vs RYGRX | |
| Rydex Technology Fund | Technology Equities | 73 | 33.67% | — | Apr 1998 | RYIUX vs RYTIX | |
| Rydex S&P MidCap 400 Pure Growth Fund | Mid Cap Growth Equities | 49 | 21.00% | — | Feb 2004 | RYIUX vs RYCKX | |
| Rydex Nova Fund | Leveraged Equities | 52 | 13.21% | — | Jul 1993 | RYIUX vs RYNVX |
Often Compared With RYIUX
Investors most often compare RYIUX with UWPIX, UIPIX, RYRRX. These 6 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| ProFunds UltraShort Dow 30 Fund | Inverse Equities | 0 | -13.21% | — | Jul 2004 | RYIUX vs UWPIX | |
| ProFunds UltraShort Mid Cap Fund | Inverse Equities | 0 | -24.82% | — | Jan 2004 | RYIUX vs UIPIX | |
| Rydex Russell 2000 Fund | Small Cap Blend Equities | 62 | 19.73% | — | May 2006 | RYIUX vs RYRRX | |
| Rydex Inverse S&P 500 2x Strategy Fund | Inverse Equities | 0 | -15.51% | — | May 2000 | RYIUX vs RYTPX | |
| ProFunds Ultra Short International Fund | Inverse Equities | 0 | -19.11% | — | Apr 2006 | RYIUX vs UXPIX | |
| Rydex Inverse Dow 2x Strategy Fund | Inverse Equities | 0 | -13.77% | — | Feb 2004 | RYIUX vs RYCZX |
Compare RYIUX with Any Fund or Stock
Compare RYIUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RYIUX with funds that move differently
Rydex Inverse Russell 2000 2x Strategy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RYIUX.
Explore RYIUX Diversifiers