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ISIN
US7835547776
CUSIP
783554777
Inception Date
Mar 31, 1998
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

RYSIX Performance Chart

Rydex Electronics Fund (RYSIX) is up 94.1% since the beginning of the year. RYSIX is currently trading at $1,111 per share. Investors who bought $1,000 worth of RYSIX shares 5 years ago would now be looking at an investment worth $4,263.


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S&P 500 Index

Returns By Period

Rydex Electronics Fund (RYSIX) has returned 94.06% so far this year and 168.02% over the past 12 months. Looking at the last ten years, RYSIX has achieved an annualized return of 32.45%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.


Rydex Electronics Fund

1D
5.98%
1M
13.46%
YTD
94.06%
6M
91.96%
1Y
168.02%
3Y*
52.55%
5Y*
33.64%
10Y*
32.45%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RYSIX Monthly Returns History

Based on dividend-adjusted daily data since Jan 4, 1999, RYSIX's average daily return is +0.07%, while the average monthly return is +1.38%. At this rate, an investment would double in approximately 4.2 years.

Historically, 57% of months were positive and 43% were negative. The best month was Apr 2026 with a return of +36.0%, while the worst month was Feb 2001 at -31.9%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 6 months.

On a daily basis, RYSIX closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +18.5%, while the worst single day was Mar 16, 2020 at -15.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202611.96%1.60%-5.26%35.96%21.65%8.88%94.06%
2025-0.10%-5.07%-10.93%-1.53%13.72%16.28%2.78%2.87%12.59%12.07%-3.67%0.48%42.02%
20240.22%10.97%4.71%-5.03%11.01%4.88%-4.09%-1.95%0.53%-4.74%0.39%0.19%16.66%
202315.04%1.09%8.42%-8.56%15.20%6.37%4.89%-4.53%-7.70%-8.15%15.69%12.19%55.69%
2022-12.53%0.27%0.66%-15.87%5.95%-15.47%17.41%-8.68%-13.39%2.97%18.69%-10.54%-32.46%
20213.48%4.71%1.21%-1.17%1.79%6.80%-0.55%2.03%-3.96%10.30%9.33%0.14%38.65%

Benchmark Metrics

Rydex Electronics Fund has an annualized alpha of 5.49%, beta of 1.47, and R2 of 0.60 versus S&P 500 Index. Calculated based on daily prices since January 04, 1999.

  • This fund captured 188.35% of S&P 500 Index gains and 143.15% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • This fund generated an annualized alpha of 5.49% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

Alpha
5.49%
Beta
1.47
0.60
Upside Capture
188.35%
Downside Capture
143.15%

Expense Ratio

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


Return for Risk

Risk / Return Rank

RYSIX ranks 96 for risk / return — in the top 96% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


RYSIX Risk / Return Rank: 9696
Overall Rank
RYSIX Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
RYSIX Sortino Ratio Rank: 9494
Sortino Ratio Rank
RYSIX Omega Ratio Rank: 9191
Omega Ratio Rank
RYSIX Calmar Ratio Rank: 9999
Calmar Ratio Rank
RYSIX Martin Ratio Rank: 9999
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 Electronics Fund (RYSIX) and compare them to S&P 500 Index.

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.


RYSIXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+2.54

Sortino ratioReturn per unit of downside risk

+1.71

Omega ratioGain probability vs. loss probability

1.63

1.37

+0.26

Calmar ratioReturn relative to maximum drawdown

11.21

2.78

+8.42

Martin ratioReturn relative to average drawdown

39.91

12.44

+27.47

Dividends

Dividend History

Rydex Electronics Fund provided a 1.67% dividend yield over the last twelve months, with an annual payout of $18.54 per share.


0.00%2.00%4.00%6.00%8.00%10.00%$0.00$5.00$10.00$15.00$20.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$18.54$18.54$7.21$0.00$0.00$11.52$5.24$0.01$10.65$0.06$0.00$0.13

Dividend yield

1.67%3.24%1.73%0.00%0.00%3.34%2.04%0.01%10.18%0.05%0.00%0.16%

Monthly Dividends

The table displays the monthly dividend distributions for Rydex Electronics 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$18.54$18.54
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$7.21$7.21
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$11.52$11.52

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 Electronics 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 Electronics Fund was 88.66%, occurring on Nov 20, 2008. Recovery took 2943 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-88.66%Nov 2008
8y 7mo11y 8mo
20y 4moMar 2000 - Aug 2020
Bear market2022
-43.80%Oct 2022
10mo 26d1y 2mo
2y 22dNov 2021 - Dec 2023
2025 selloff2025
-40.57%Apr 2025
9mo 1d4mo 7d
1y 1moJul 2024 - Aug 2025
2021 correction2021
-16.07%Mar 2021
19d3mo 22d
4mo 11dFeb 2021 - Jun 2021
2024 correction2024
-15.81%Apr 2024
1mo 12d1mo 3d
2mo 15dMar 2024 - May 2024

Drawdown Indicators


RYSIXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-88.66%

-56.78%

-31.88%

Max Drawdown (1Y)

Largest decline over 1 year

-14.87%

-9.10%

-5.77%

Max Drawdown (3Y)

Largest decline over 3 years

-40.57%

-18.90%

-21.67%

Max Drawdown (5Y)

Largest decline over 5 years

-43.80%

-25.43%

-18.37%

Max Drawdown (10Y)

Largest decline over 10 years

-43.80%

-33.92%

-9.88%

Current Drawdown

Current decline from peak

0.00%

-1.80%

+1.80%

Average Drawdown

Average peak-to-trough decline

-49.63%

-10.71%

-38.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.17%

2.03%

+2.14%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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