Rydex Retailing Fund (RYRIX) belongs to the Consumer Discretionary Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RYRIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RYRIX
RYRIX charges 1.40% annually. There are 7 mutual funds in the Consumer Discretionary Equities category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Consumer Discretionary Index Fund Admiral... | 0.10% | 6.70B | Jul 2005 | RYRIX vs VCDAX | |
| Fidelity Select Retailing Portfolio | 0.72% | — | Dec 1985 | RYRIX vs FSRPX | |
| Fidelity Select Leisure Portfolio | 0.74% | — | May 1984 | RYRIX vs FDLSX | |
| Fidelity Select Construction & Housing Portfolio | 0.76% | — | Sep 1986 | RYRIX vs FSHOX | |
| Fidelity Select Consumer Discretionary Portfolio | 0.76% | — | Jun 1990 | RYRIX vs FSCPX |
Best Risk-Adjusted Alternatives to RYRIX
RYRIX has a PortfoliosLab risk / return rank of 4. There are 4 mutual funds in the Consumer Discretionary Equities category with higher risk-adjusted ranks, going as high as 10.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Select Consumer Discretionary Portfolio | 10 | — | Jun 1990 | RYRIX vs FSCPX | |
| Fidelity Select Construction & Housing Portfolio | 8 | — | Sep 1986 | RYRIX vs FSHOX | |
| Vanguard Consumer Discretionary Index Fund Admiral... | 7 | 6.70B | Jul 2005 | RYRIX vs VCDAX | |
| U.S. Global Investors Global Luxury Goods Fund | 5 | — | May 1995 | RYRIX vs USLUX | |
| Fidelity Select Automotive Portfolio | 4 | — | Jun 1986 | RYRIX vs FSAVX |
Top Performing RYRIX Alternatives (YTD)
RYRIX is at -3.32% YTD. There are 5 mutual funds in the Consumer Discretionary Equities category with higher YTD returns, going as high as 4.84%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Select Construction & Housing Portfolio | 4.84% | — | Sep 1986 | RYRIX vs FSHOX | |
| Fidelity Select Retailing Portfolio | 2.43% | — | Dec 1985 | RYRIX vs FSRPX | |
| Fidelity Select Consumer Discretionary Portfolio | 0.24% | — | Jun 1990 | RYRIX vs FSCPX | |
| Vanguard Consumer Discretionary Index Fund Admiral... | 0.00% | 6.70B | Jul 2005 | RYRIX vs VCDAX | |
| Fidelity Select Automotive Portfolio | -0.98% | — | Jun 1986 | RYRIX vs FSAVX |
Lowest Volatility Alternatives to RYRIX
RYRIX has 15.70% 1-year volatility. There is 1 mutual fund in the Consumer Discretionary Equities category with lower 1-year volatility, going as low as 14.02%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Rydex Leisure Fund | 14.02% | — | Mar 1998 | RYRIX vs RYLIX | |
| Vanguard Consumer Discretionary Index Fund Admiral... | 18.42% | 6.70B | Jul 2005 | RYRIX vs VCDAX | |
| Fidelity Select Consumer Discretionary Portfolio | 18.93% | — | Jun 1990 | RYRIX vs FSCPX | |
| U.S. Global Investors Global Luxury Goods Fund | 19.22% | — | May 1995 | RYRIX vs USLUX | |
| Fidelity Select Retailing Portfolio | 19.26% | — | Dec 1985 | RYRIX vs FSRPX |
Lowest Drawdown Alternatives to RYRIX
RYRIX has a 1-year max drawdown of -13.35%. No mutual funds in the Consumer Discretionary Equities category have shallower 1-year drawdowns; the lowest-drawdown alternatives shown here go as shallow as -14.04%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Rydex Leisure Fund | -14.04% | — | Mar 1998 | RYRIX vs RYLIX | |
| Vanguard Consumer Discretionary Index Fund Admiral... | -15.57% | 6.70B | Jul 2005 | RYRIX vs VCDAX | |
| U.S. Global Investors Global Luxury Goods Fund | -15.68% | — | May 1995 | RYRIX vs USLUX | |
| Fidelity Select Consumer Discretionary Portfolio | -15.99% | — | Jun 1990 | RYRIX vs FSCPX | |
| Fidelity Select Construction & Housing Portfolio | -16.54% | — | Sep 1986 | RYRIX vs FSHOX |
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 | RYRIX vs RMQAX | |
| Rydex NASDAQ-100 2x Strategy Fund | Leveraged Equities | 67 | 42.38% | — | May 2000 | RYRIX vs RYVYX | |
| Rydex Electronics Fund | Technology Equities | 97 | 87.82% | — | Mar 1998 | RYRIX vs RYSIX | |
| Rydex S&P 500 2x Strategy Fund | Leveraged Equities | 58 | 20.51% | — | May 2000 | RYRIX vs RYTNX | |
| Rydex Dow Jones Industrial Average Fund | Large Cap Value Equities | 37 | 6.79% | — | Dec 2015 | RYRIX vs RYDAX | |
| Rydex Precious Metals Fund | Precious Metals | 34 | 7.46% | — | Nov 1993 | RYRIX vs RYPMX | |
| Rydex Inverse S&P 500 Strategy Fund | Inverse Equities | 0 | -8.61% | — | Jan 1994 | RYRIX vs RYURX | |
| Rydex Technology Fund | Technology Equities | 86 | 38.26% | — | Apr 1998 | RYRIX vs RYTIX | |
| Rydex Inverse NASDAQ-100 Strategy Fund | Inverse Equities | 0 | -17.12% | — | Sep 1998 | RYRIX vs RYAIX | |
| Rydex Russell 2000 Fund | Small Cap Blend Equities | 55 | 16.80% | — | May 2006 | RYRIX vs RYRRX |
Often Compared With RYRIX
Investors most often compare RYRIX with KR, ACI, RYCKX. These 6 comparison targets span 4 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| The Kroger Co. | 28 | -0.99% | — | — | RYRIX vs KR | ||
| Albertsons Companies, Inc. | 9 | -6.76% | — | — | RYRIX vs ACI | ||
| Rydex S&P MidCap 400 Pure Growth Fund | Mid Cap Growth Equities | 42 | 19.54% | — | Feb 2004 | RYRIX vs RYCKX | |
| Rydex Nova Fund | Leveraged Equities | 62 | 15.77% | — | Jul 1993 | RYRIX vs RYNVX | |
| Rydex Government Long Bond 1.2x Strategy Fund | Leveraged Bonds | 3 | -1.58% | — | Jan 1994 | RYRIX vs RYGBX | |
| Rydex Inverse S&P 500 2x Strategy Fund | Inverse Equities | 0 | -17.43% | — | May 2000 | RYRIX vs RYTPX |
Compare RYRIX with Any Fund or Stock
Compare RYRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RYRIX with funds that move differently
Rydex Retailing Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RYRIX.
Explore RYRIX Diversifiers