Rydex Energy Services Fund (RYVIX) belongs to the Energy Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RYVIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RYVIX
RYVIX charges 1.36% annually. There are 65 mutual funds in the Energy Equities category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | 0.10% | 11.80B | Oct 2004 | RYVIX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.10B | Nov 2001 | RYVIX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 7.10B | May 1984 | RYVIX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | RYVIX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | RYVIX vs PRNEX |
Best Risk-Adjusted Alternatives to RYVIX
RYVIX has a PortfoliosLab risk / return rank of 67. There are 14 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Global Energy Transition Fund Class Y | 96 | — | May 2007 | RYVIX vs RSNYX | |
| Victory Global Energy Transition Fund | 96 | — | Nov 1995 | RYVIX vs RSNRX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 95 | — | Dec 2013 | RYVIX vs MLOZX | |
| Delaware Ivy Energy Fund | 93 | — | Apr 2006 | RYVIX vs IEYYX | |
| GMO Resources Fund | 86 | — | Dec 2011 | RYVIX vs GOFIX |
Top Performing RYVIX Alternatives (YTD)
RYVIX is at 37.59% YTD. There is 1 mutual fund in the Energy Equities category with a higher YTD return, going as high as 61.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 61.97% | — | Jun 2006 | RYVIX vs OEPIX | |
| Victory Global Energy Transition Fund Class Y | 34.31% | — | May 2007 | RYVIX vs RSNYX | |
| Victory Global Energy Transition Fund | 34.09% | — | Nov 1995 | RYVIX vs RSNRX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 32.43% | — | Dec 2013 | RYVIX vs MLOZX | |
| NXG Cushing® Midstream Energy Fund | 31.90% | — | Aug 2007 | RYVIX vs SRV |
Lowest Volatility Alternatives to RYVIX
RYVIX has 29.71% 1-year volatility. There are 86 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.94% | — | Dec 2016 | RYVIX vs PAXDX | |
| JHancock Infrastructure Fund | 9.87% | — | Dec 2013 | RYVIX vs JEEIX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 9.87% | — | May 2004 | RYVIX vs CSUIX | |
| Centre Global Infrastructure Fund | 9.96% | — | Jan 2018 | RYVIX vs DHIVX | |
| EIP Growth and Income Fund (NEW) | 9.97% | — | Aug 2006 | RYVIX vs EIPIX |
Lowest Drawdown Alternatives to RYVIX
RYVIX has a 1-year max drawdown of -15.20%. There are 81 mutual funds in the Energy Equities category with shallower 1-year drawdowns, going as shallow as -4.49%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | -4.49% | — | Dec 2016 | RYVIX vs PAXDX | |
| EIP Growth and Income Fund (NEW) | -4.51% | — | Aug 2006 | RYVIX vs EIPIX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | RYVIX vs MLOZX | |
| Centre Global Infrastructure Fund | -5.29% | — | Jan 2018 | RYVIX vs DHIVX | |
| Delaware Ivy Energy Fund | -5.56% | — | Apr 2006 | RYVIX vs IEYYX |
Other Mutual Funds from Rydex Funds
The 10 most viewed Rydex Funds mutual funds shown here include RMQAX, RYSIX, RYVYX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fun... | Leveraged Equities | 62 | 37.04% | — | Nov 2014 | RYVIX vs RMQAX | |
| Rydex Electronics Fund | Technology Equities | 97 | 98.05% | — | Mar 1998 | RYVIX vs RYSIX | |
| Rydex NASDAQ-100 2x Strategy Fund | Leveraged Equities | 62 | 38.32% | — | May 2000 | RYVIX vs RYVYX | |
| Rydex S&P 500 2x Strategy Fund | Leveraged Equities | 49 | 15.80% | — | May 2000 | RYVIX vs RYTNX | |
| Rydex Dow Jones Industrial Average Fund | Large Cap Value Equities | 43 | 7.64% | — | Dec 2015 | RYVIX vs RYDAX | |
| Rydex Precious Metals Fund | Precious Metals | 24 | -1.56% | — | Nov 1993 | RYVIX vs RYPMX | |
| Rydex S&P 500 Pure Growth Fund | Large Cap Growth Equities | 66 | 35.24% | — | Feb 2004 | RYVIX vs RYGRX | |
| Rydex Technology Fund | Technology Equities | 75 | 33.76% | — | Apr 1998 | RYVIX vs RYTIX | |
| Rydex Inverse S&P 500 Strategy Fund | Inverse Equities | 0 | -7.00% | — | Jan 1994 | RYVIX vs RYURX | |
| Rydex S&P MidCap 400 Pure Growth Fund | Mid Cap Growth Equities | 51 | 21.97% | — | Feb 2004 | RYVIX vs RYCKX |
Often Compared With RYVIX
Investors most often compare RYVIX with CCCNX, DLDRX, GHAAX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare RYVIX with Any Fund or Stock
Compare RYVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RYVIX with funds that move differently
Rydex Energy Services Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RYVIX.
Explore RYVIX Diversifiers