RYAIX vs. SOPIX

In the year-to-date period, RYAIX achieves a 3.07% return, which is significantly lower than SOPIX's 3.28% return. Both investments have delivered pretty close results over the past 10 years, with RYAIX having a -17.17% annualized return and SOPIX not far behind at -17.60%.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

RYAIX has a 1.55% expense ratio, which is lower than SOPIX's 1.78% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Rydex Inverse NASDAQ-100 Strategy Fund (RYAIX) and ProFunds Short NASDAQ-100 Fund (SOPIX). 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.

The current RYAIX Sharpe Ratio is -0.51, which is lower than the SOPIX Sharpe Ratio of -0.30. The chart below compares the historical Sharpe Ratios of RYAIX and SOPIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

RYAIX's dividend yield for the trailing twelve months is around 5.50%, less than SOPIX's 10.12% yield.

The maximum RYAIX drawdown since its inception was -97.97%, roughly equal to the maximum SOPIX drawdown of -98.07%. Use the drawdown chart below to compare losses from any high point for RYAIX and SOPIX. For additional features, visit the drawdowns tool.

The current volatility for Rydex Inverse NASDAQ-100 Strategy Fund (RYAIX) is 8.12%, while ProFunds Short NASDAQ-100 Fund (SOPIX) has a volatility of 13.60%. This indicates that RYAIX experiences smaller price fluctuations and is considered to be less risky than SOPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.