RYCLX vs. UIPIX
Compare and contrast key facts about Rydex Inverse Mid-Cap Strategy Fund (RYCLX) and ProFunds UltraShort Mid Cap Fund (UIPIX).
RYCLX is managed by Rydex Funds. It was launched on Feb 19, 2004. UIPIX is managed by ProFunds. It was launched on Jan 29, 2004.
Performance
RYCLX vs. UIPIX - Performance Comparison
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RYCLX vs. UIPIX - 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% |
UIPIX ProFunds UltraShort Mid Cap Fund | 0.89% | -13.23% | -22.21% | -23.20% | 11.30% | -42.71% | -53.90% | -38.37% | 21.21% | -27.33% |
Returns By Period
In the year-to-date period, RYCLX achieves a 0.49% return, which is significantly lower than UIPIX's 0.89% return. Over the past 10 years, RYCLX has outperformed UIPIX with an annualized return of -10.42%, while UIPIX has yielded a comparatively lower -24.63% 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%
UIPIX
- 1D
- 1.72%
- 1M
- 17.91%
- YTD
- 0.89%
- 6M
- -1.71%
- 1Y
- -23.26%
- 3Y*
- -17.37%
- 5Y*
- -14.84%
- 10Y*
- -24.63%
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RYCLX vs. UIPIX - Expense Ratio Comparison
RYCLX has a 2.39% expense ratio, which is higher than UIPIX's 1.78% expense ratio.
Return for Risk
RYCLX vs. UIPIX — Risk / Return Rank
RYCLX
UIPIX
RYCLX vs. UIPIX - 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 Mid Cap Fund (UIPIX). 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 | UIPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.42 | -0.58 | +0.16 |
Sortino ratioReturn per unit of downside risk | -0.46 | -0.63 | +0.18 |
Omega ratioGain probability vs. loss probability | 0.94 | 0.92 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | -0.27 | -0.42 | +0.15 |
Martin ratioReturn relative to average drawdown | -0.36 | -0.56 | +0.19 |
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 | UIPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.42 | -0.58 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.19 | -0.04 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.49 | -0.08 | -0.41 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.53 | -0.01 | -0.52 |
Correlation
The correlation between RYCLX and UIPIX is 0.99, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
RYCLX vs. UIPIX - Dividend Comparison
RYCLX's dividend yield for the trailing twelve months is around 32.85%, more than UIPIX's 2.58% 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% |
UIPIX ProFunds UltraShort Mid Cap Fund | 2.58% | 2.60% | 0.00% | 4.74% | 0.00% | 0.00% | 0.00% | 0.48% |
Drawdowns
RYCLX vs. UIPIX - Drawdown Comparison
The maximum RYCLX drawdown since its inception was -95.37%, roughly equal to the maximum UIPIX drawdown of -99.98%. Use the drawdown chart below to compare losses from any high point for RYCLX and UIPIX.
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Drawdown Indicators
| RYCLX | UIPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.37% | -99.98% | +4.61% |
Max Drawdown (1Y)Largest decline over 1 year | -26.30% | -49.64% | +23.34% |
Max Drawdown (5Y)Largest decline over 5 years | -30.60% | -93.53% | +62.93% |
Max Drawdown (10Y)Largest decline over 10 years | -70.37% | -99.07% | +28.70% |
Current DrawdownCurrent decline from peak | -94.92% | -99.89% | +4.97% |
Average DrawdownAverage peak-to-trough decline | -69.97% | -80.78% | +10.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 19.44% | 37.09% | -17.65% |
Volatility
RYCLX vs. UIPIX - Volatility Comparison
The current volatility for Rydex Inverse Mid-Cap Strategy Fund (RYCLX) is 5.70%, while ProFunds UltraShort Mid Cap Fund (UIPIX) has a volatility of 11.34%. This indicates that RYCLX experiences smaller price fluctuations and is considered to be less risky than UIPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RYCLX | UIPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.70% | 11.34% | -5.64% |
Volatility (6M)Calculated over the trailing 6-month period | 11.51% | 22.91% | -11.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.92% | 40.74% | -19.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.52% | 420.65% | -400.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.42% | 298.90% | -277.48% |