Rydex Inverse S&P 500 Strategy Fund (RYURX) 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 RYURX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RYURX
RYURX charges 1.49% annually. There is 1 mutual fund in the Inverse Equities category with a lower expense ratio, going as low as 0.64%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO StocksPLUS Short Fund | 0.64% | — | Jul 2003 | RYURX vs PSTIX | |
| Rydex Inverse NASDAQ-100 Strategy Fund | 1.55% | — | Sep 1998 | RYURX vs RYAIX | |
| Grizzly Short Fund | 1.61% | — | Jun 2000 | RYURX vs GRZZX | |
| ProFunds Bear Fund | 1.64% | — | Dec 1997 | RYURX vs BRPIX | |
| ProFunds UltraShort NASDAQ-100 Fund | 1.68% | — | Jun 1998 | RYURX vs USPIX |
Best Risk-Adjusted Alternatives to RYURX
RYURX has a PortfoliosLab risk / return rank of 0. There are 11 mutual funds in the Inverse Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Comstock Capital Value Fund | 96 | — | Oct 1985 | RYURX vs DRCVX | |
| ProFunds UltraShort China | 5 | — | Feb 2008 | RYURX vs UHPIX | |
| Grizzly Short Fund | 2 | — | Jun 2000 | RYURX vs GRZZX | |
| Rydex Inverse Mid-Cap Strategy Fund | 1 | — | Feb 2004 | RYURX vs RYCLX | |
| Rydex Inverse Emerging Markets 2x Strategy Fund | 1 | — | Oct 2010 | RYURX vs RYWWX |
Top Performing RYURX Alternatives (YTD)
RYURX is at -8.00% YTD. There are 3 mutual funds in the Inverse Equities category with higher YTD returns, going as high as 38.39%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ProFunds UltraShort China | 38.39% | — | Feb 2008 | RYURX vs UHPIX | |
| Comstock Capital Value Fund | 3.62% | — | Oct 1985 | RYURX vs DRCVX | |
| PIMCO StocksPLUS Short Fund | -7.10% | — | Jul 2003 | RYURX vs PSTIX | |
| Grizzly Short Fund | -8.15% | — | Jun 2000 | RYURX vs GRZZX | |
| Federated Hermes Prudent Bear Fd | -8.18% | — | Dec 1995 | RYURX vs BEARX |
Lowest Volatility Alternatives to RYURX
RYURX has 12.46% 1-year volatility. There are 2 mutual funds in the Inverse Equities category with lower 1-year volatility, going as low as 2.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Comstock Capital Value Fund | 2.85% | — | Oct 1985 | RYURX vs DRCVX | |
| PIMCO StocksPLUS Short Fund | 12.19% | — | Jul 2003 | RYURX vs PSTIX | |
| Federated Hermes Prudent Bear Fd | 12.46% | — | Dec 1995 | RYURX vs BEARX | |
| ProFunds Bear Fund | 12.57% | — | Dec 1997 | RYURX vs BRPIX | |
| Grizzly Short Fund | 13.95% | — | Jun 2000 | RYURX vs GRZZX |
Lowest Drawdown Alternatives to RYURX
RYURX has a 1-year max drawdown of -16.08%. 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 | RYURX vs DRCVX | |
| PIMCO StocksPLUS Short Fund | -15.05% | — | Jul 2003 | RYURX vs PSTIX | |
| Grizzly Short Fund | -15.84% | — | Jun 2000 | RYURX vs GRZZX | |
| ProFunds Bear Fund | -16.15% | — | Dec 1997 | RYURX vs BRPIX | |
| Federated Hermes Prudent Bear Fd | -16.55% | — | Dec 1995 | RYURX vs BEARX |
Other Mutual Funds from Rydex Funds
The 10 most viewed Rydex Funds mutual funds shown here include RYSIX, RMQAX, RYVYX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Rydex Electronics Fund | Technology Equities | 93 | 77.01% | — | Mar 1998 | RYURX vs RYSIX | |
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fun... | Leveraged Equities | 46 | 31.90% | — | Nov 2014 | RYURX vs RMQAX | |
| Rydex NASDAQ-100 2x Strategy Fund | Leveraged Equities | 45 | 32.74% | — | May 2000 | RYURX vs RYVYX | |
| Rydex S&P 500 2x Strategy Fund | Leveraged Equities | 43 | 18.57% | — | May 2000 | RYURX vs RYTNX | |
| Rydex Dow Jones Industrial Average Fund | Large Cap Value Equities | 41 | 9.55% | — | Dec 2015 | RYURX vs RYDAX | |
| Rydex S&P 500 Pure Growth Fund | Large Cap Growth Equities | 45 | 29.02% | — | Feb 2004 | RYURX vs RYGRX | |
| Rydex Precious Metals Fund | Precious Metals | 22 | -9.53% | — | Nov 1993 | RYURX vs RYPMX | |
| Rydex Technology Fund | Technology Equities | 67 | 30.25% | — | Apr 1998 | RYURX vs RYTIX | |
| Rydex S&P MidCap 400 Pure Growth Fund | Mid Cap Growth Equities | 32 | 15.83% | — | Feb 2004 | RYURX vs RYCKX | |
| Rydex Nova Fund | Leveraged Equities | 48 | 14.72% | — | Jul 1993 | RYURX vs RYNVX |
Often Compared With RYURX
Investors most often compare RYURX with URPIX, RYTPX, VOO. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare RYURX with Any Fund or Stock
Compare RYURX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RYURX with funds that move differently
Rydex Inverse S&P 500 Strategy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RYURX.
Explore RYURX Diversifiers