RYCLX vs. UHPIX
Compare and contrast key facts about Rydex Inverse Mid-Cap Strategy Fund (RYCLX) and ProFunds UltraShort China (UHPIX).
RYCLX is managed by Rydex Funds. It was launched on Feb 19, 2004. UHPIX is managed by ProFunds. It was launched on Feb 3, 2008.
Performance
RYCLX vs. UHPIX - Performance Comparison
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RYCLX vs. UHPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RYCLX Rydex Inverse Mid-Cap Strategy Fund | 0.49% | -1.04% | -5.59% | -8.75% | 8.93% | -24.21% | -25.53% | -21.03% | 11.39% | -14.94% |
UHPIX ProFunds UltraShort China | 30.33% | -49.82% | -29.87% | -26.13% | -63.62% | 94.89% | -64.76% | -43.34% | 39.47% | -57.67% |
Returns By Period
In the year-to-date period, RYCLX achieves a 0.49% return, which is significantly lower than UHPIX's 30.33% return. Over the past 10 years, RYCLX has outperformed UHPIX with an annualized return of -10.42%, while UHPIX has yielded a comparatively lower -30.64% annualized return.
RYCLX
- 1D
- 0.86%
- 1M
- 8.76%
- YTD
- 0.49%
- 6M
- 1.69%
- 1Y
- -8.64%
- 3Y*
- -4.16%
- 5Y*
- -3.97%
- 10Y*
- -10.42%
UHPIX
- 1D
- 1.10%
- 1M
- 20.61%
- YTD
- 30.33%
- 6M
- 70.89%
- 1Y
- 6.73%
- 3Y*
- -23.76%
- 5Y*
- -24.26%
- 10Y*
- -30.64%
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RYCLX vs. UHPIX - Expense Ratio Comparison
RYCLX has a 2.39% expense ratio, which is higher than UHPIX's 1.78% expense ratio.
Return for Risk
RYCLX vs. UHPIX — Risk / Return Rank
RYCLX
UHPIX
RYCLX vs. UHPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rydex Inverse Mid-Cap Strategy Fund (RYCLX) and ProFunds UltraShort China (UHPIX). 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.
| RYCLX | UHPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.42 | 0.14 | -0.56 |
Sortino ratioReturn per unit of downside risk | -0.46 | 0.61 | -1.07 |
Omega ratioGain probability vs. loss probability | 0.94 | 1.07 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | -0.27 | 0.23 | -0.50 |
Martin ratioReturn relative to average drawdown | -0.36 | 0.33 | -0.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RYCLX | UHPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.42 | 0.14 | -0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.19 | -0.29 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.49 | -0.10 | -0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.53 | -0.13 | -0.40 |
Correlation
The correlation between RYCLX and UHPIX is 0.59, 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.
Dividends
RYCLX vs. UHPIX - Dividend Comparison
RYCLX's dividend yield for the trailing twelve months is around 32.85%, more than UHPIX's 3.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
RYCLX Rydex Inverse Mid-Cap Strategy Fund | 32.85% | 33.01% | 25.75% | 9.12% | 0.00% | 0.00% | 0.76% | 0.89% |
UHPIX ProFunds UltraShort China | 3.29% | 4.29% | 0.00% | 3.45% | 0.00% | 0.00% | 0.00% | 0.55% |
Drawdowns
RYCLX vs. UHPIX - Drawdown Comparison
The maximum RYCLX drawdown since its inception was -95.37%, roughly equal to the maximum UHPIX drawdown of -99.98%. Use the drawdown chart below to compare losses from any high point for RYCLX and UHPIX.
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Drawdown Indicators
| RYCLX | UHPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.37% | -99.98% | +4.61% |
Max Drawdown (1Y)Largest decline over 1 year | -26.30% | -60.89% | +34.59% |
Max Drawdown (5Y)Largest decline over 5 years | -30.60% | -96.64% | +66.04% |
Max Drawdown (10Y)Largest decline over 10 years | -70.37% | -98.81% | +28.44% |
Current DrawdownCurrent decline from peak | -94.92% | -99.96% | +5.04% |
Average DrawdownAverage peak-to-trough decline | -69.97% | -93.36% | +23.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 19.44% | 42.61% | -23.17% |
Volatility
RYCLX vs. UHPIX - Volatility Comparison
The current volatility for Rydex Inverse Mid-Cap Strategy Fund (RYCLX) is 5.70%, while ProFunds UltraShort China (UHPIX) has a volatility of 15.76%. This indicates that RYCLX experiences smaller price fluctuations and is considered to be less risky than UHPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RYCLX | UHPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.70% | 15.76% | -10.06% |
Volatility (6M)Calculated over the trailing 6-month period | 11.51% | 37.13% | -25.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.92% | 58.18% | -37.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.52% | 82.91% | -62.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.42% | 320.74% | -299.32% |