RYCKX vs. RYMIX
RYCKX (Rydex S&P MidCap 400 Pure Growth Fund) and RYMIX (Rydex Telecommunications Fund) are both mutual funds - RYCKX is a Mid Cap Growth Equities fund managed by Rydex Funds, while RYMIX is a Communications Equities fund managed by Rydex Funds. Over the past 10 years, RYCKX returned 8.52%/yr vs 8.81%/yr for RYMIX. A 0.79 correlation means they provide meaningful diversification when combined. RYCKX charges 2.26%/yr vs 1.36%/yr for RYMIX.
Performance
RYCKX vs. RYMIX - Performance Comparison
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Returns By Period
In the year-to-date period, RYCKX achieves a 21.00% return, which is significantly lower than RYMIX's 26.23% return. Both investments have delivered pretty close results over the past 10 years, with RYCKX having a 8.52% annualized return and RYMIX not far ahead at 8.81%.
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%
RYMIX
- 1D
- -0.66%
- 1M
- -6.45%
- YTD
- 26.23%
- 6M
- 25.71%
- 1Y
- 58.37%
- 3Y*
- 26.64%
- 5Y*
- 8.77%
- 10Y*
- 8.81%
RYCKX vs. RYMIX - 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% |
RYMIX Rydex Telecommunications Fund | 26.23% | 32.40% | 15.98% | 6.45% | -25.64% | 9.42% | 10.04% | 13.43% | -5.25% | 5.79% |
Correlation
The correlation between RYCKX and RYMIX is 0.65, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.65 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.68 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.73 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.74 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2005 | 0.79 |
The correlation between RYCKX and RYMIX shifts across timeframes, from 0.65 (1 year) to 0.79 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
RYCKX vs. RYMIX — Risk / Return Rank
RYCKX
RYMIX
RYCKX vs. RYMIX - 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 Telecommunications Fund (RYMIX). 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 | RYMIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.24 | ||
| Sortino ratioReturn per unit of downside risk | -1.21 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.48 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 3.04 | 5.67 | -2.63 |
| Martin ratioReturn relative to average drawdown | 12.17 | 21.36 | -9.18 |
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Drawdowns
RYCKX vs. RYMIX - Drawdown Comparison
The maximum RYCKX drawdown since its inception was -52.60%, smaller than the maximum RYMIX drawdown of -87.85%. Use the drawdown chart below to compare losses from any high point for RYCKX and RYMIX.
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Drawdown Indicators
| RYCKX | RYMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.60% | -87.85% | +35.25% |
Max Drawdown (1Y)Largest decline over 1 year | -10.50% | -10.46% | -0.04% |
Max Drawdown (3Y)Largest decline over 3 years | -27.14% | -16.11% | -11.03% |
Max Drawdown (5Y)Largest decline over 5 years | -35.98% | -35.32% | -0.66% |
Max Drawdown (10Y)Largest decline over 10 years | -44.75% | -35.32% | -9.43% |
Current DrawdownCurrent decline from peak | -0.34% | -41.41% | +41.07% |
Average DrawdownAverage peak-to-trough decline | -9.50% | -67.89% | +58.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.62% | 2.77% | -0.15% |
Volatility
RYCKX vs. RYMIX - Volatility Comparison
The current volatility for Rydex S&P MidCap 400 Pure Growth Fund (RYCKX) is 6.58%, while Rydex Telecommunications Fund (RYMIX) has a volatility of 9.43%. This indicates that RYCKX experiences smaller price fluctuations and is considered to be less risky than RYMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RYCKX | RYMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.58% | 9.43% | -2.85% |
Volatility (6M)Calculated over the trailing 6-month period | 15.42% | 16.76% | -1.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.00% | 20.32% | -1.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.88% | 18.55% | +4.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.11% | 18.56% | +4.55% |
RYCKX vs. RYMIX - Expense Ratio Comparison
RYCKX has a 2.26% expense ratio, which is higher than RYMIX's 1.36% expense ratio.
Dividends
RYCKX vs. RYMIX - Dividend Comparison
RYCKX has not paid dividends to shareholders, while RYMIX's dividend yield for the trailing twelve months is around 0.67%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
RYMIX Rydex Telecommunications Fund | 0.67% | 0.85% | 0.17% | 1.55% | 1.42% | 0.42% | 2.16% | 3.56% | 0.26% | 3.95% | 2.13% | 3.57% |
Frequently Asked Questions
RYCKX and RYMIX have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RYMIX has higher volatility (9.43%) compared to RYCKX (6.58%). In terms of maximum drawdown, RYCKX dropped -52.60% vs RYMIX's -87.85%.
RYMIX currently has the higher Sharpe Ratio (2.92 vs 1.68), 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.
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