RYCKX vs. RYCIX

Last updated Jun 23, 2026

RYCKX (Rydex S&P MidCap 400 Pure Growth Fund) and RYCIX (Rydex Consumer Products Fund) are both mutual funds - RYCKX is a Mid Cap Growth Equities fund managed by Rydex Funds, while RYCIX is a Consumer Staples Equities fund managed by Rydex Funds. Over the past 10 years, RYCKX returned 8.52%/yr vs 3.94%/yr for RYCIX. A 0.61 correlation means they provide meaningful diversification when combined. RYCKX charges 2.26%/yr vs 1.39%/yr for RYCIX.

Performance

RYCKX vs. RYCIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Rydex S&P MidCap 400 Pure Growth Fund (RYCKX) and Rydex Consumer Products Fund (RYCIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, RYCKX achieves a 21.00% return, which is significantly higher than RYCIX's 4.61% return. Over the past 10 years, RYCKX has outperformed RYCIX with an annualized return of 8.52%, while RYCIX has yielded a comparatively lower 3.94% annualized return.

RYCKX

• 1D: 1.09%
• 1M: 3.82%
• YTD: 21.00%
• 6M: 18.07%
• 1Y: 31.61%
• 3Y*: 17.08%
• 5Y*: 6.44%
• 10Y*: 8.52%

RYCIX

• 1D: -0.06%
• 1M: -0.72%
• YTD: 4.61%
• 6M: 3.74%
• 1Y: -1.40%
• 3Y*: 0.89%
• 5Y*: 1.72%
• 10Y*: 3.94%

*Multi-year figures are annualized to reflect compound growth (CAGR)

RYCKX vs. RYCIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
RYCKX Rydex S&P MidCap 400 Pure Growth Fund	21.00%	6.61%	15.10%	13.97%	-23.05%	11.26%	29.72%	14.60%	-15.17%	18.02%
RYCIX Rydex Consumer Products Fund	4.61%	-2.99%	4.97%	-2.81%	-0.42%	11.09%	8.26%	22.81%	-11.80%	11.94%

Correlation

The correlation between RYCKX and RYCIX is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.15
Correlation (3Y) Calculated over the trailing 3-year period	0.28
Correlation (5Y) Calculated over the trailing 5-year period	0.41
Correlation (10Y) Calculated over the trailing 10-year period	0.47
Correlation (All Time) Calculated using the full available price history since Jan 3, 2005	0.61

Over the past year, the correlation between RYCKX and RYCIX has dropped to 0.15 - well below their long-term average of 0.61, suggesting their price drivers have been diverging.

Return for Risk

RYCKX vs. RYCIX — Risk / Return Rank

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

RYCKX

RYCKX Risk / Return Rank: 49
RYCKX Sharpe Ratio Rank: 38
RYCKX Sortino Ratio Rank: 38
RYCKX Omega Ratio Rank: 35
RYCKX Calmar Ratio Rank: 69
RYCKX Martin Ratio Rank: 67

RYCIX

RYCIX Risk / Return Rank: 2
RYCIX Sharpe Ratio Rank: 2
RYCIX Sortino Ratio Rank: 2
RYCIX Omega Ratio Rank: 2
RYCIX Calmar Ratio Rank: 2
RYCIX Martin Ratio Rank: 2

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.

RYCKX vs. RYCIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Rydex S&P MidCap 400 Pure Growth Fund (RYCKX) and Rydex Consumer Products Fund (RYCIX). 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.

	RYCKX	RYCIX	Difference
Sharpe ratio: Return per unit of total volatility	1.68	-0.08	+1.75
Sortino ratio: Return per unit of downside risk	2.39	-0.02	+2.41
Omega ratio: Gain probability vs. loss probability	1.29	1.00	+0.29
Calmar ratio: Return relative to maximum drawdown	3.04	-0.08	+3.12
Martin ratio: Return relative to average drawdown	12.17	-0.14	+12.32

RYCKX vs. RYCIX - Sharpe Ratio Comparison

The current RYCKX Sharpe Ratio is 1.68, which is higher than the RYCIX Sharpe Ratio of -0.08. The chart below compares the historical Sharpe Ratios of RYCKX and RYCIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

RYCKX vs. RYCIX - Drawdown Comparison

The maximum RYCKX drawdown since its inception was -52.60%, which is greater than RYCIX's maximum drawdown of -38.96%. Use the drawdown chart below to compare losses from any high point for RYCKX and RYCIX.

Drawdown Indicators

	RYCKX	RYCIX	Difference
Max Drawdown Largest peak-to-trough decline	-52.60%	-38.96%	-13.64%
Max Drawdown (1Y) Largest decline over 1 year	-10.50%	-11.48%	+0.98%
Max Drawdown (3Y) Largest decline over 3 years	-27.14%	-14.03%	-13.11%
Max Drawdown (5Y) Largest decline over 5 years	-35.98%	-15.66%	-20.32%
Max Drawdown (10Y) Largest decline over 10 years	-44.75%	-28.44%	-16.31%
Current Drawdown Current decline from peak	-0.34%	-8.25%	+7.91%
Average Drawdown Average peak-to-trough decline	-9.50%	-7.31%	-2.19%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.62%	6.62%	-4.00%

Volatility

RYCKX vs. RYCIX - Volatility Comparison

Rydex S&P MidCap 400 Pure Growth Fund (RYCKX) has a higher volatility of 6.58% compared to Rydex Consumer Products Fund (RYCIX) at 4.82%. This indicates that RYCKX's price experiences larger fluctuations and is considered to be riskier than RYCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RYCKX	RYCIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.58%	4.82%	+1.76%
Volatility (6M) Calculated over the trailing 6-month period	15.42%	9.84%	+5.58%
Volatility (1Y) Calculated over the trailing 1-year period	19.00%	12.73%	+6.27%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.88%	14.62%	+8.26%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.11%	15.34%	+7.77%

RYCKX vs. RYCIX - Expense Ratio Comparison

RYCKX has a 2.26% expense ratio, which is higher than RYCIX's 1.39% expense ratio.

Dividends

RYCKX vs. RYCIX - Dividend Comparison

RYCKX has not paid dividends to shareholders, while RYCIX's dividend yield for the trailing twelve months is around 16.86%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
RYCIX Rydex Consumer Products Fund	16.86%	17.64%	6.59%	11.37%	7.18%	14.76%	8.33%	2.64%	7.21%	8.01%	1.39%	2.08%
RYCKX Rydex S&P MidCap 400 Pure Growth Fund	0.00%	0.00%	20.92%	0.00%	14.34%	13.66%	1.29%	0.00%	18.93%	7.60%	1.72%	5.90%

Frequently Asked Questions

Can I hold both RYCKX and RYCIX in my portfolio?

RYCKX and RYCIX have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, RYCKX or RYCIX?

RYCKX has higher volatility (6.58%) compared to RYCIX (4.82%). In terms of maximum drawdown, RYCKX dropped -52.60% vs RYCIX's -38.96%.

Which has better risk-adjusted returns?

RYCKX currently has the higher Sharpe Ratio (1.68 vs -0.08), 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.