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RYAIX vs. BTC-USD
Performance
Return for Risk
Drawdowns
Volatility

Performance

RYAIX vs. BTC-USD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Rydex Inverse NASDAQ-100 Strategy Fund (RYAIX) and Bitcoin (BTC-USD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, RYAIX achieves a -16.95% return, which is significantly higher than BTC-USD's -28.07% return. Over the past 10 years, RYAIX has underperformed BTC-USD with an annualized return of -19.63%, while BTC-USD has yielded a comparatively higher 57.41% annualized return.


RYAIX

1D
0.21%
1M
-3.12%
YTD
-16.95%
6M
-15.72%
1Y
-26.31%
3Y*
-18.55%
5Y*
-14.02%
10Y*
-19.63%

BTC-USD

1D
-1.58%
1M
-18.24%
YTD
-28.07%
6M
-28.01%
1Y
-40.30%
3Y*
27.25%
5Y*
12.68%
10Y*
57.41%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RYAIX vs. BTC-USD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RYAIX
Rydex Inverse NASDAQ-100 Strategy Fund
-16.95%-15.63%-15.64%-31.71%35.92%-24.88%-40.98%-27.65%-2.63%-24.47%
BTC-USD
Bitcoin
-28.07%-6.27%120.76%155.82%-64.23%59.40%304.57%94.10%-73.37%1,324.24%

Correlation

The correlation between RYAIX and BTC-USD is -0.37, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.37

Correlation (3Y)
Calculated over the trailing 3-year period

-0.26

Correlation (5Y)
Calculated over the trailing 5-year period

-0.31

Correlation (10Y)
Calculated over the trailing 10-year period

-0.18

Correlation (All Time)
Calculated using the full available price history since Oct 8, 2012

-0.13

Over the past year, the inverse relationship between RYAIX and BTC-USD has strengthened: their correlation has moved from -0.13 to -0.37, meaning they now move in opposite directions more often than their long-term average.

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Return for Risk

RYAIX vs. BTC-USD — Risk / Return Rank

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

RYAIX
RYAIX Risk / Return Rank: 00
Overall Rank
RYAIX Sharpe Ratio Rank: 00
Sharpe Ratio Rank
RYAIX Sortino Ratio Rank: 00
Sortino Ratio Rank
RYAIX Omega Ratio Rank: 00
Omega Ratio Rank
RYAIX Calmar Ratio Rank: 00
Calmar Ratio Rank
RYAIX Martin Ratio Rank: 00
Martin Ratio Rank

BTC-USD
BTC-USD Risk / Return Rank: 2121
Overall Rank
BTC-USD Sharpe Ratio Rank: 77
Sharpe Ratio Rank
BTC-USD Sortino Ratio Rank: 2525
Sortino Ratio Rank
BTC-USD Omega Ratio Rank: 2525
Omega Ratio Rank
BTC-USD Calmar Ratio Rank: 3636
Calmar Ratio Rank
BTC-USD Martin Ratio Rank: 1212
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.

RYAIX vs. BTC-USD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Rydex Inverse NASDAQ-100 Strategy Fund (RYAIX) and Bitcoin (BTC-USD). 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.


RYAIXBTC-USDDifference
Sharpe ratioReturn per unit of total volatility

-0.59

Sortino ratioReturn per unit of downside risk

-0.96

Omega ratioGain probability vs. loss probability

0.75

0.86

-0.11

Calmar ratioReturn relative to maximum drawdown

-1.01

-0.79

-0.23

Martin ratioReturn relative to average drawdown

-2.10

-1.32

-0.78

RYAIX vs. BTC-USD - Sharpe Ratio Comparison

The current RYAIX Sharpe Ratio is -1.53, which is lower than the BTC-USD Sharpe Ratio of -0.94. The chart below compares the historical Sharpe Ratios of RYAIX and BTC-USD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

RYAIX vs. BTC-USD - Drawdown Comparison

The maximum RYAIX drawdown since its inception was -98.93%, which is greater than BTC-USD's maximum drawdown of -85.30%. Use the drawdown chart below to compare losses from any high point for RYAIX and BTC-USD.


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Drawdown Indicators


RYAIXBTC-USDDifference

Max Drawdown

Largest peak-to-trough decline

-98.93%

-85.30%

-13.63%

Max Drawdown (1Y)

Largest decline over 1 year

-25.69%

-51.21%

+25.52%

Max Drawdown (3Y)

Largest decline over 3 years

-50.13%

-51.21%

+1.08%

Max Drawdown (5Y)

Largest decline over 5 years

-61.15%

-76.67%

+15.52%

Max Drawdown (10Y)

Largest decline over 10 years

-89.04%

-83.80%

-5.24%

Current Drawdown

Current decline from peak

-98.92%

-49.54%

-49.38%

Average Drawdown

Average peak-to-trough decline

-73.33%

-42.40%

-30.93%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.68%

31.29%

-17.61%

Volatility

RYAIX vs. BTC-USD - Volatility Comparison

The current volatility for Rydex Inverse NASDAQ-100 Strategy Fund (RYAIX) is 8.29%, while Bitcoin (BTC-USD) has a volatility of 12.23%. This indicates that RYAIX experiences smaller price fluctuations and is considered to be less risky than BTC-USD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RYAIXBTC-USDDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.29%

12.23%

-3.94%

Volatility (6M)

Calculated over the trailing 6-month period

14.30%

34.57%

-20.27%

Volatility (1Y)

Calculated over the trailing 1-year period

17.81%

35.70%

-17.89%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.10%

44.26%

-21.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.79%

56.41%

-33.62%

Frequently Asked Questions


RYAIX and BTC-USD have a correlation of -0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BTC-USD has higher volatility (12.23%) compared to RYAIX (8.29%). In terms of maximum drawdown, RYAIX dropped -98.93% vs BTC-USD's -85.30%.

BTC-USD currently has the higher Sharpe Ratio (-0.94 vs -1.53), 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.

Portfolio Optimizer

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