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EIPCX vs. RYMEX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

EIPCX vs. RYMEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Parametric Commodity Strategy Fund Class I (EIPCX) and Rydex Commodities Strategy Fund (RYMEX). The values are adjusted to include any dividend payments, if applicable.

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EIPCX vs. RYMEX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EIPCX
Parametric Commodity Strategy Fund Class I
16.44%22.27%9.97%-4.70%17.76%30.13%7.83%9.58%-9.45%7.07%
RYMEX
Rydex Commodities Strategy Fund
40.07%4.70%8.24%-6.14%23.72%39.03%-64.08%15.48%-14.96%4.67%

Returns By Period

In the year-to-date period, EIPCX achieves a 16.44% return, which is significantly lower than RYMEX's 40.07% return. Over the past 10 years, EIPCX has outperformed RYMEX with an annualized return of 11.37%, while RYMEX has yielded a comparatively lower 0.96% annualized return.


EIPCX

1D
0.52%
1M
5.61%
YTD
16.44%
6M
25.65%
1Y
32.48%
3Y*
15.11%
5Y*
16.28%
10Y*
11.37%

RYMEX

1D
1.67%
1M
24.61%
YTD
40.07%
6M
40.55%
1Y
40.95%
3Y*
16.42%
5Y*
17.74%
10Y*
0.96%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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EIPCX vs. RYMEX - Expense Ratio Comparison

EIPCX has a 0.66% expense ratio, which is lower than RYMEX's 1.60% expense ratio.


Return for Risk

EIPCX vs. RYMEX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EIPCX
EIPCX Risk / Return Rank: 9494
Overall Rank
EIPCX Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
EIPCX Sortino Ratio Rank: 9393
Sortino Ratio Rank
EIPCX Omega Ratio Rank: 9090
Omega Ratio Rank
EIPCX Calmar Ratio Rank: 9696
Calmar Ratio Rank
EIPCX Martin Ratio Rank: 9595
Martin Ratio Rank

RYMEX
RYMEX Risk / Return Rank: 9191
Overall Rank
RYMEX Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
RYMEX Sortino Ratio Rank: 9292
Sortino Ratio Rank
RYMEX Omega Ratio Rank: 8686
Omega Ratio Rank
RYMEX Calmar Ratio Rank: 9696
Calmar Ratio Rank
RYMEX Martin Ratio Rank: 8888
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.

EIPCX vs. RYMEX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Parametric Commodity Strategy Fund Class I (EIPCX) and Rydex Commodities Strategy Fund (RYMEX). 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.


EIPCXRYMEXDifference

Sharpe ratio

Return per unit of total volatility

2.24

2.04

+0.21

Sortino ratio

Return per unit of downside risk

2.82

2.70

+0.12

Omega ratio

Gain probability vs. loss probability

1.40

1.36

+0.04

Calmar ratio

Return relative to maximum drawdown

3.60

3.59

0.00

Martin ratio

Return relative to average drawdown

12.73

9.58

+3.15

EIPCX vs. RYMEX - Sharpe Ratio Comparison

The current EIPCX Sharpe Ratio is 2.24, which is comparable to the RYMEX Sharpe Ratio of 2.04. The chart below compares the historical Sharpe Ratios of EIPCX and RYMEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


EIPCXRYMEXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.24

2.04

+0.21

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.12

0.81

+0.31

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.86

0.04

+0.82

Sharpe Ratio (All Time)

Calculated using the full available price history

0.24

-0.26

+0.50

Correlation

The correlation between EIPCX and RYMEX is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

EIPCX vs. RYMEX - Dividend Comparison

EIPCX's dividend yield for the trailing twelve months is around 11.45%, more than RYMEX's 1.70% yield.


TTM2025202420232022202120202019201820172016
EIPCX
Parametric Commodity Strategy Fund Class I
11.45%13.33%5.65%3.69%14.93%13.83%3.10%1.54%0.87%5.14%6.59%
RYMEX
Rydex Commodities Strategy Fund
1.70%2.38%0.00%4.98%17.15%2.97%0.00%0.74%44.23%1.49%0.00%

Drawdowns

EIPCX vs. RYMEX - Drawdown Comparison

The maximum EIPCX drawdown since its inception was -54.05%, smaller than the maximum RYMEX drawdown of -93.96%. Use the drawdown chart below to compare losses from any high point for EIPCX and RYMEX.


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Drawdown Indicators


EIPCXRYMEXDifference

Max Drawdown

Largest peak-to-trough decline

-54.05%

-93.96%

+39.91%

Max Drawdown (1Y)

Largest decline over 1 year

-9.15%

-11.86%

+2.71%

Max Drawdown (5Y)

Largest decline over 5 years

-18.00%

-30.45%

+12.45%

Max Drawdown (10Y)

Largest decline over 10 years

-28.53%

-69.87%

+41.34%

Current Drawdown

Current decline from peak

-1.15%

-84.04%

+82.89%

Average Drawdown

Average peak-to-trough decline

-24.51%

-69.16%

+44.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.58%

4.45%

-1.87%

Volatility

EIPCX vs. RYMEX - Volatility Comparison

The current volatility for Parametric Commodity Strategy Fund Class I (EIPCX) is 4.42%, while Rydex Commodities Strategy Fund (RYMEX) has a volatility of 11.73%. This indicates that EIPCX experiences smaller price fluctuations and is considered to be less risky than RYMEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EIPCXRYMEXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.42%

11.73%

-7.31%

Volatility (6M)

Calculated over the trailing 6-month period

11.76%

16.53%

-4.77%

Volatility (1Y)

Calculated over the trailing 1-year period

14.84%

21.32%

-6.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.64%

22.05%

-7.41%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.30%

27.62%

-14.32%