RYCYX vs. UTPIX
Compare and contrast key facts about Rydex Dow 2x Strategy Fund (RYCYX) and ProFunds Utilities UltraSector Fund (UTPIX).
RYCYX is managed by Rydex Funds. It was launched on Feb 19, 2004. UTPIX is managed by ProFunds. It was launched on Jul 25, 2000.
Performance
RYCYX vs. UTPIX - Performance Comparison
Loading graphics...
RYCYX vs. UTPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RYCYX Rydex Dow 2x Strategy Fund | -12.73% | 18.63% | 19.61% | 22.59% | -20.44% | 39.43% | 1.17% | 46.39% | -14.47% | 56.42% |
UTPIX ProFunds Utilities UltraSector Fund | 11.17% | 19.28% | 27.74% | -15.46% | -2.31% | 23.33% | -8.87% | 34.24% | 2.30% | 15.83% |
Returns By Period
In the year-to-date period, RYCYX achieves a -12.73% return, which is significantly lower than UTPIX's 11.17% return. Over the past 10 years, RYCYX has outperformed UTPIX with an annualized return of 15.27%, while UTPIX has yielded a comparatively lower 9.47% annualized return.
RYCYX
- 1D
- 0.21%
- 1M
- -15.03%
- YTD
- -12.73%
- 6M
- -7.76%
- 1Y
- 7.95%
- 3Y*
- 15.16%
- 5Y*
- 7.78%
- 10Y*
- 15.27%
UTPIX
- 1D
- 0.95%
- 1M
- -5.20%
- YTD
- 11.17%
- 6M
- 7.51%
- 1Y
- 25.12%
- 3Y*
- 15.07%
- 5Y*
- 10.70%
- 10Y*
- 9.47%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
RYCYX vs. UTPIX - Expense Ratio Comparison
RYCYX has a 2.61% expense ratio, which is higher than UTPIX's 1.73% expense ratio.
Return for Risk
RYCYX vs. UTPIX — Risk / Return Rank
RYCYX
UTPIX
RYCYX vs. UTPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rydex Dow 2x Strategy Fund (RYCYX) and ProFunds Utilities UltraSector Fund (UTPIX). 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.
| RYCYX | UTPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.30 | 1.14 | -0.83 |
Sortino ratioReturn per unit of downside risk | 0.67 | 1.56 | -0.89 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.21 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.30 | 1.97 | -1.67 |
Martin ratioReturn relative to average drawdown | 1.04 | 4.68 | -3.64 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| RYCYX | UTPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | 1.14 | -0.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.42 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.33 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.25 | +0.03 |
Correlation
The correlation between RYCYX and UTPIX is 0.53, 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
RYCYX vs. UTPIX - Dividend Comparison
RYCYX's dividend yield for the trailing twelve months is around 2.06%, more than UTPIX's 0.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RYCYX Rydex Dow 2x Strategy Fund | 2.06% | 1.80% | 4.14% | 0.48% | 2.55% | 4.76% | 0.00% | 3.81% | 0.00% | 5.81% | 0.65% | 7.34% |
UTPIX ProFunds Utilities UltraSector Fund | 0.70% | 0.77% | 0.00% | 1.74% | 0.97% | 0.20% | 0.58% | 1.72% | 0.66% | 0.74% | 0.83% | 1.41% |
Drawdowns
RYCYX vs. UTPIX - Drawdown Comparison
The maximum RYCYX drawdown since its inception was -82.36%, which is greater than UTPIX's maximum drawdown of -73.56%. Use the drawdown chart below to compare losses from any high point for RYCYX and UTPIX.
Loading graphics...
Drawdown Indicators
| RYCYX | UTPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.36% | -73.56% | -8.80% |
Max Drawdown (1Y)Largest decline over 1 year | -21.04% | -14.45% | -6.59% |
Max Drawdown (5Y)Largest decline over 5 years | -40.72% | -38.73% | -1.99% |
Max Drawdown (10Y)Largest decline over 10 years | -63.19% | -50.82% | -12.37% |
Current DrawdownCurrent decline from peak | -19.32% | -5.20% | -14.12% |
Average DrawdownAverage peak-to-trough decline | -18.23% | -22.00% | +3.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.04% | 6.09% | -0.05% |
Volatility
RYCYX vs. UTPIX - Volatility Comparison
Rydex Dow 2x Strategy Fund (RYCYX) has a higher volatility of 8.17% compared to ProFunds Utilities UltraSector Fund (UTPIX) at 7.78%. This indicates that RYCYX's price experiences larger fluctuations and is considered to be riskier than UTPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| RYCYX | UTPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.17% | 7.78% | +0.39% |
Volatility (6M)Calculated over the trailing 6-month period | 17.91% | 15.71% | +2.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.39% | 23.99% | +9.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.41% | 25.80% | +3.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.12% | 28.98% | +6.14% |