RYCRX vs. PFFR
Compare and contrast key facts about Rydex Real Estate Fund (RYCRX) and InfraCap REIT Preferred ETF (PFFR).
RYCRX is managed by Rydex Funds. It was launched on Feb 20, 2004. PFFR is a passively managed fund by Virtus Investment Partners that tracks the performance of the Indxx REIT Preferred Stock Index. It was launched on Feb 7, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RYCRX or PFFR.
Correlation
The correlation between RYCRX and PFFR is 0.42, 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.
Performance
RYCRX vs. PFFR - Performance Comparison
Key characteristics
RYCRX:
0.92
PFFR:
0.94
RYCRX:
1.31
PFFR:
1.36
RYCRX:
1.17
PFFR:
1.17
RYCRX:
0.51
PFFR:
0.71
RYCRX:
3.33
PFFR:
2.95
RYCRX:
4.38%
PFFR:
2.76%
RYCRX:
15.91%
PFFR:
8.68%
RYCRX:
-74.89%
PFFR:
-53.02%
RYCRX:
-15.70%
PFFR:
-4.65%
Returns By Period
In the year-to-date period, RYCRX achieves a 1.82% return, which is significantly higher than PFFR's 1.62% return.
RYCRX
1.82%
1.60%
0.75%
12.00%
0.21%
2.54%
PFFR
1.62%
0.16%
2.75%
7.72%
1.03%
N/A
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RYCRX vs. PFFR - Expense Ratio Comparison
RYCRX has a 2.36% expense ratio, which is higher than PFFR's 0.45% expense ratio.
Risk-Adjusted Performance
RYCRX vs. PFFR — Risk-Adjusted Performance Rank
RYCRX
PFFR
RYCRX vs. PFFR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Rydex Real Estate Fund (RYCRX) and InfraCap REIT Preferred ETF (PFFR). 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.
Dividends
RYCRX vs. PFFR - Dividend Comparison
RYCRX's dividend yield for the trailing twelve months is around 0.96%, less than PFFR's 7.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RYCRX Rydex Real Estate Fund | 0.96% | 0.98% | 2.34% | 4.55% | 0.43% | 10.95% | 1.94% | 0.82% | 0.58% | 6.91% | 1.36% | 0.96% |
PFFR InfraCap REIT Preferred ETF | 7.71% | 7.78% | 7.72% | 9.65% | 6.08% | 6.11% | 5.77% | 6.48% | 5.12% | 0.00% | 0.00% | 0.00% |
Drawdowns
RYCRX vs. PFFR - Drawdown Comparison
The maximum RYCRX drawdown since its inception was -74.89%, which is greater than PFFR's maximum drawdown of -53.02%. Use the drawdown chart below to compare losses from any high point for RYCRX and PFFR. For additional features, visit the drawdowns tool.
Volatility
RYCRX vs. PFFR - Volatility Comparison
Rydex Real Estate Fund (RYCRX) has a higher volatility of 4.74% compared to InfraCap REIT Preferred ETF (PFFR) at 2.27%. This indicates that RYCRX's price experiences larger fluctuations and is considered to be riskier than PFFR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.