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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 -15.47% return, which is significantly higher than BTC-USD's -25.95% return. Over the past 10 years, RYAIX has underperformed BTC-USD with an annualized return of -18.93%, while BTC-USD has yielded a comparatively higher 58.05% annualized return.


RYAIX

1D
-0.28%
1M
-0.68%
6M
-13.81%
YTD
-15.47%
1Y
-22.08%
3Y*
-17.73%
5Y*
-13.04%
10Y*
-18.93%

BTC-USD

1D
4.06%
1M
-1.40%
6M
-32.07%
YTD
-25.95%
1Y
-45.95%
3Y*
28.83%
5Y*
15.25%
10Y*
58.05%
*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
-15.47%-15.63%-15.64%-31.71%35.92%-24.88%-40.98%-27.65%-2.63%-24.47%
BTC-USD
Bitcoin
-25.95%-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 -0.35, 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

-0.35

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

-0.25

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

-0.30

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

-0.18

Correlation (All Time)
Calculated using the full available price history since Oct 29, 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 -0.35, 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: 2525
Overall Rank
BTC-USD Sharpe Ratio Rank: 77
Sharpe Ratio Rank
BTC-USD Sortino Ratio Rank: 3333
Sortino Ratio Rank
BTC-USD Omega Ratio Rank: 3333
Omega Ratio Rank
BTC-USD Calmar Ratio Rank: 4444
Calmar Ratio Rank
BTC-USD Martin Ratio Rank: 66
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

-0.11

Sortino ratioReturn per unit of downside risk

-0.11

Omega ratioGain probability vs. loss probability

0.81

0.84

-0.02

Calmar ratioReturn relative to maximum drawdown

-0.86

-0.87

0.00

Martin ratioReturn relative to average drawdown

-1.81

-1.40

-0.40

RYAIX vs. BTC-USD - Sharpe Ratio Comparison

The current RYAIX Sharpe Ratio is -1.18, which is comparable to the BTC-USD Sharpe Ratio of -1.07. 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

-25.47%

-53.08%

+27.61%

Max Drawdown (3Y)

Largest decline over 3 years

-50.13%

-53.08%

+2.95%

Max Drawdown (5Y)

Largest decline over 5 years

-61.15%

-76.67%

+15.52%

Max Drawdown (10Y)

Largest decline over 10 years

-88.00%

-83.80%

-4.20%

Current Drawdown

Current decline from peak

-98.90%

-48.05%

-50.85%

Average Drawdown

Average peak-to-trough decline

-73.38%

-42.56%

-30.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.12%

29.09%

-16.97%

Volatility

RYAIX vs. BTC-USD - Volatility Comparison

The current volatility for Rydex Inverse NASDAQ-100 Strategy Fund (RYAIX) is 8.50%, while Bitcoin (BTC-USD) has a volatility of 9.63%. 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

8.50%

9.63%

-1.13%

Volatility (6M)

Calculated over the trailing 6-month period

15.27%

34.91%

-19.64%

Volatility (1Y)

Calculated over the trailing 1-year period

18.53%

35.72%

-17.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.22%

43.97%

-20.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.78%

56.33%

-33.55%

Frequently Asked Questions


RYAIX and BTC-USD have a correlation of -0.35, 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 (9.63%) compared to RYAIX (8.50%). In terms of maximum drawdown, RYAIX dropped -98.93% vs BTC-USD's -85.30%.

BTC-USD currently has the higher Sharpe Ratio (-1.07 vs -1.18), 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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