DSCIX vs. RYWCX
DSCIX (Dana Epiphany ESG Small Cap Equity Fund) and RYWCX (Rydex S&P SmallCap 600 Pure Growth Fund) are both Small Cap Growth Equities funds. Over the past 10 years, DSCIX returned 9.77%/yr vs 7.33%/yr for RYWCX. Their correlation of 0.94 means they have usually moved in the same direction. DSCIX charges 0.95%/yr vs 2.26%/yr for RYWCX.
Performance
DSCIX vs. RYWCX - Performance Comparison
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Returns By Period
In the year-to-date period, DSCIX achieves a 24.24% return, which is significantly lower than RYWCX's 25.73% return. Over the past 10 years, DSCIX has outperformed RYWCX with an annualized return of 9.77%, while RYWCX has yielded a comparatively lower 7.33% annualized return.
DSCIX
- 1D
- 0.71%
- 1M
- -2.55%
- 6M
- 18.24%
- YTD
- 24.24%
- 1Y
- 41.14%
- 3Y*
- 14.43%
- 5Y*
- 8.56%
- 10Y*
- 9.77%
- ALL TIME*
- 9.65%
RYWCX
- 1D
- 2.25%
- 1M
- -3.49%
- 6M
- 19.44%
- YTD
- 25.73%
- 1Y
- 34.86%
- 3Y*
- 14.11%
- 5Y*
- 3.50%
- 10Y*
- 7.33%
- ALL TIME*
- 6.75%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
DSCIX vs. RYWCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DSCIX Dana Epiphany ESG Small Cap Equity Fund | 24.24% | 13.18% | 5.10% | 20.00% | -21.46% | 30.92% | 13.33% | 21.51% | -16.96% | 11.59% |
RYWCX Rydex S&P SmallCap 600 Pure Growth Fund | 25.73% | 7.76% | 7.20% | 17.03% | -30.33% | 16.37% | 15.23% | 11.58% | -9.55% | 15.23% |
Correlation
The correlation between DSCIX and RYWCX is 0.88, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.88 |
Correlation (3Y) Balances recent behavior with more history. | 0.92 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.94 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.94 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.94 |
The correlation between DSCIX and RYWCX has been stable across timeframes, ranging from 0.88 to 0.94 - a consistent structural relationship.
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Return for Risk
DSCIX vs. RYWCX — Risk / Return Rank
DSCIX
RYWCX
DSCIX vs. RYWCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dana Epiphany ESG Small Cap Equity Fund (DSCIX) and Rydex S&P SmallCap 600 Pure Growth Fund (RYWCX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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.
| DSCIX | RYWCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.55 | ||
| Sortino ratioReturn per unit of downside risk | +0.65 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.29 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 5.44 | 3.77 | +1.67 |
| Martin ratioReturn relative to average drawdown | 18.73 | 11.60 | +7.13 |
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Drawdowns
DSCIX vs. RYWCX - Drawdown Comparison
The maximum DSCIX drawdown since its inception was -47.60%, smaller than the maximum RYWCX drawdown of -60.64%. Use the drawdown chart below to compare losses from any high point for DSCIX and RYWCX.
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Drawdown Indicators
| DSCIX | RYWCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.60% | -60.64% | +13.04% |
Max Drawdown (1Y)Largest decline over 1 year | -7.08% | -8.49% | +1.41% |
Max Drawdown (3Y)Largest decline over 3 years | -32.94% | -26.39% | -6.55% |
Max Drawdown (5Y)Largest decline over 5 years | -32.94% | -40.28% | +7.34% |
Max Drawdown (10Y)Largest decline over 10 years | -47.60% | -54.65% | +7.05% |
Current DrawdownCurrent decline from peak | -4.18% | -5.02% | +0.84% |
Average DrawdownAverage peak-to-trough decline | -9.74% | -13.37% | +3.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 2.76% | -0.71% |
Volatility
DSCIX vs. RYWCX - Volatility Comparison
The current volatility for Dana Epiphany ESG Small Cap Equity Fund (DSCIX) is 3.80%, while Rydex S&P SmallCap 600 Pure Growth Fund (RYWCX) has a volatility of 5.65%. This indicates that DSCIX experiences smaller price fluctuations and is considered to be less risky than RYWCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DSCIX | RYWCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.80% | 5.65% | -1.85% |
Volatility (6M)Calculated over the trailing 6-month period | 12.39% | 14.48% | -2.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.23% | 18.97% | -1.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.12% | 22.92% | -0.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.20% | 24.72% | -1.52% |
DSCIX vs. RYWCX - Expense Ratio Comparison
DSCIX has a 0.95% expense ratio, which is lower than RYWCX's 2.26% expense ratio.
Dividends
DSCIX vs. RYWCX - Dividend Comparison
DSCIX's dividend yield for the trailing twelve months is around 4.79%, while RYWCX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
DSCIX Dana Epiphany ESG Small Cap Equity Fund | 4.79% | 6.01% | 0.16% | 0.30% | 4.99% | 8.71% | 0.05% | 0.00% | 9.11% | 0.03% | 0.18% |
RYWCX Rydex S&P SmallCap 600 Pure Growth Fund | 0.00% | 0.00% | 14.52% | 0.00% | 0.00% | 59.93% | 0.00% | 0.00% | 9.26% | 3.92% | 0.00% |
Frequently Asked Questions
DSCIX and RYWCX have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RYWCX has higher volatility (5.65%) compared to DSCIX (3.80%). In terms of maximum drawdown, DSCIX dropped -47.60% vs RYWCX's -60.64%.
DSCIX currently has the higher Sharpe Ratio (2.24 vs 1.69), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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