Rydex Inverse S&P 500 Strategy Fund (RYURX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to RYURX
RYURX charges 1.49% annually. Among mutual funds in the Inverse Equities category, these options have the lowest expense ratios among RYURX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| PIMCO StocksPLUS Short Fund | 0.64% | Jul 22, 2003 | RYURX vs PSTIX | |
| Rydex Inverse NASDAQ-100 Strategy Fund | 1.55% | Sep 2, 1998 | RYURX vs RYAIX | |
| Grizzly Short Fund | 1.61% | Jun 18, 2000 | RYURX vs GRZZX | |
| ProFunds Bear Fund | 1.64% | Dec 29, 1997 | RYURX vs BRPIX | |
| ProFunds UltraShort NASDAQ-100 Fund | 1.68% | Jun 1, 1998 | RYURX vs USPIX |
Best Risk-Adjusted Alternatives to RYURX
Among mutual funds in the Inverse Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Comstock Capital Value Fund | 91 | Oct 9, 1985 | RYURX vs DRCVX | |
| ProFunds UltraShort China | 10 | Feb 3, 2008 | RYURX vs UHPIX | |
| Grizzly Short Fund | 6 | Jun 18, 2000 | RYURX vs GRZZX | |
| PIMCO StocksPLUS Short Fund | 3 | Jul 22, 2003 | RYURX vs PSTIX | |
| Rydex Inverse Mid-Cap Strategy Fund | 3 | Feb 19, 2004 | RYURX vs RYCLX |
Top Performing RYURX Alternatives (YTD)
RYURX alternatives from the Inverse Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| ProFunds UltraShort China | 30.33% | Feb 3, 2008 | RYURX vs UHPIX | |
| Rydex Inverse NASDAQ-100 2x Strategy Fund | 21.11% | May 22, 2000 | RYURX vs RYVNX | |
| ProFunds UltraShort NASDAQ-100 Fund | 20.94% | Jun 1, 1998 | RYURX vs USPIX | |
| ProFunds UltraBear Fund | 17.25% | Dec 21, 1997 | RYURX vs URPIX | |
| Rydex Inverse S&P 500 2x Strategy Fund | 16.72% | May 18, 2000 | RYURX vs RYTPX |
Lowest Volatility Alternatives to RYURX
RYURX alternatives from the Inverse Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Comstock Capital Value Fund | 4.93% | Oct 9, 1985 | RYURX vs DRCVX | |
| Federated Hermes Prudent Bear Fd | 15.17% | Dec 27, 1995 | RYURX vs BEARX | |
| PIMCO StocksPLUS Short Fund | 17.85% | Jul 22, 2003 | RYURX vs PSTIX | |
| ProFunds Bear Fund | 18.13% | Dec 29, 1997 | RYURX vs BRPIX | |
| Grizzly Short Fund | 19.73% | Jun 18, 2000 | RYURX vs GRZZX |
Lowest Drawdown Alternatives to RYURX
RYURX alternatives from the Inverse Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Comstock Capital Value Fund | -3.82% | Oct 9, 1985 | RYURX vs DRCVX | |
| Grizzly Short Fund | -22.23% | Jun 18, 2000 | RYURX vs GRZZX | |
| PIMCO StocksPLUS Short Fund | -24.50% | Jul 22, 2003 | RYURX vs PSTIX | |
| Rydex Inverse Mid-Cap Strategy Fund | -26.30% | Feb 19, 2004 | RYURX vs RYCLX | |
| Federated Hermes Prudent Bear Fd | -26.53% | Dec 27, 1995 | RYURX vs BEARX |
Other Mutual Funds from Rydex Funds
Most popular Rydex Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fun... | Leveraged Equities, Leveraged | 36 | -19.02% | Nov 27, 2014 | RYURX vs RMQAX | |
| Rydex NASDAQ-100 2x Strategy Fund | Leveraged Equities, Leveraged | 31 | -18.97% | May 23, 2000 | RYURX vs RYVYX | |
| Rydex Electronics Fund | Technology Equities | 91 | 1.62% | Mar 31, 1998 | RYURX vs RYSIX | |
| Rydex S&P 500 2x Strategy Fund | Leveraged Equities, Leveraged | 25 | -15.39% | May 18, 2000 | RYURX vs RYTNX | |
| Rydex Dow Jones Industrial Average Fund | Large Cap Value Equities | 21 | -5.94% | Dec 1, 2015 | RYURX vs RYDAX | |
| Rydex Nova Fund | Leveraged Equities, Leveraged | 30 | -11.41% | Jul 11, 1993 | RYURX vs RYNVX | |
| Rydex Precious Metals Fund | Precious Metals | 90 | 1.40% | Nov 30, 1993 | RYURX vs RYPMX | |
| Rydex Russell 2000 Fund | Small Cap Blend Equities | 40 | -3.06% | May 31, 2006 | RYURX vs RYRRX | |
| Rydex S&P MidCap 400 Pure Growth Fund | Mid Cap Growth Equities | 44 | 0.34% | Feb 20, 2004 | RYURX vs RYCKX | |
| Rydex Government Long Bond 1.2x Strategy Fund | Leveraged Bonds, Leveraged | 5 | -0.94% | Jan 2, 1994 | RYURX vs RYGBX |
Often Compared With RYURX
What investors most often compare with RYURX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | RYURX vs VOO | |
| ProShares Ultra S&P500 | Leveraged Equities, S&P 500 | 51 | -10.23% | Jun 19, 2006 | RYURX vs SSO | |
| ProShares Short S&P500 | Inverse Equities | 4 | 5.77% | Jun 19, 2006 | RYURX vs SH | |
| ProFunds UltraShort Dow 30 Fund | Inverse Equities, Leveraged | 2 | 13.09% | Jul 21, 2004 | RYURX vs UWPIX | |
| ProFunds Short NASDAQ-100 Fund | Inverse Equities, Leveraged | 2 | 10.52% | Apr 30, 2002 | RYURX vs SOPIX | |
| ProFunds UltraShort Small Cap Fund | Inverse Equities, Leveraged | 1 | 4.42% | Jan 29, 2004 | RYURX vs UCPIX | |
| ProFunds UltraShort Mid Cap Fund | Inverse Equities, Leveraged | 2 | 0.89% | Jan 29, 2004 | RYURX vs UIPIX | |
| ProFunds Short Small Cap ProFund | Inverse Equities, Leveraged | 2 | 2.74% | Apr 30, 2002 | RYURX vs SHPIX | |
| Rydex Inverse Dow 2x Strategy Fund | Inverse Equities, Leveraged | 2 | 12.18% | Feb 19, 2004 | RYURX vs RYCZX |
Compare RYURX with Any Fund or Stock
Compare RYURX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.