Correlation
The correlation between RYCIX and XLP is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
RYCIX vs. XLP
Compare and contrast key facts about Rydex Consumer Products Fund (RYCIX) and Consumer Staples Select Sector SPDR Fund (XLP).
RYCIX is managed by Rydex Funds. It was launched on Jul 5, 1998. XLP is a passively managed fund by State Street that tracks the performance of the Consumer Staples Select Sector Index. It was launched on Dec 16, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RYCIX or XLP.
Performance
RYCIX vs. XLP - Performance Comparison
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Key characteristics
RYCIX:
0.03
XLP:
0.87
RYCIX:
0.04
XLP:
1.24
RYCIX:
1.01
XLP:
1.16
RYCIX:
-0.02
XLP:
1.33
RYCIX:
-0.08
XLP:
3.52
RYCIX:
7.06%
XLP:
3.15%
RYCIX:
13.99%
XLP:
13.39%
RYCIX:
-90.89%
XLP:
-35.89%
RYCIX:
-24.39%
XLP:
-0.40%
Returns By Period
In the year-to-date period, RYCIX achieves a 4.38% return, which is significantly lower than XLP's 5.93% return. Over the past 10 years, RYCIX has underperformed XLP with an annualized return of 0.28%, while XLP has yielded a comparatively higher 8.30% annualized return.
RYCIX
4.38%
2.18%
-6.92%
-1.26%
-5.11%
-1.91%
0.28%
XLP
5.93%
2.11%
0.82%
9.88%
6.42%
9.79%
8.30%
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RYCIX vs. XLP - Expense Ratio Comparison
RYCIX has a 1.39% expense ratio, which is higher than XLP's 0.13% expense ratio.
Risk-Adjusted Performance
RYCIX vs. XLP — Risk-Adjusted Performance Rank
RYCIX
XLP
RYCIX vs. XLP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Rydex Consumer Products Fund (RYCIX) and Consumer Staples Select Sector SPDR Fund (XLP). 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.
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Dividends
RYCIX vs. XLP - Dividend Comparison
RYCIX's dividend yield for the trailing twelve months is around 6.31%, more than XLP's 2.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RYCIX Rydex Consumer Products Fund | 6.31% | 6.59% | 11.37% | 7.18% | 14.76% | 8.33% | 2.64% | 7.21% | 8.01% | 1.39% | 2.08% | 1.19% |
XLP Consumer Staples Select Sector SPDR Fund | 2.46% | 2.77% | 2.63% | 2.47% | 2.28% | 2.50% | 2.57% | 3.04% | 2.62% | 2.53% | 2.53% | 2.40% |
Drawdowns
RYCIX vs. XLP - Drawdown Comparison
The maximum RYCIX drawdown since its inception was -90.89%, which is greater than XLP's maximum drawdown of -35.89%. Use the drawdown chart below to compare losses from any high point for RYCIX and XLP.
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Volatility
RYCIX vs. XLP - Volatility Comparison
Rydex Consumer Products Fund (RYCIX) and Consumer Staples Select Sector SPDR Fund (XLP) have volatilities of 3.66% and 3.70%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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