RYCZX vs. RYTIX
RYCZX (Rydex Inverse Dow 2x Strategy Fund) and RYTIX (Rydex Technology Fund) are both mutual funds - RYCZX is a Inverse Equities fund managed by Rydex Funds, while RYTIX is a Technology Equities fund managed by Rydex Funds. Over the past 10 years, RYCZX returned -25.60%/yr vs 21.13%/yr for RYTIX. Their -0.76 correlation means they have often moved in opposite directions in the past. RYCZX charges 2.70%/yr vs 1.36%/yr for RYTIX.
Performance
RYCZX vs. RYTIX - Performance Comparison
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Returns By Period
In the year-to-date period, RYCZX achieves a -15.64% return, which is significantly lower than RYTIX's 23.01% return. Over the past 10 years, RYCZX has underperformed RYTIX with an annualized return of -25.60%, while RYTIX has yielded a comparatively higher 21.13% annualized return.
RYCZX
- 1D
- -2.34%
- 1M
- 2.78%
- 6M
- -12.90%
- YTD
- -15.64%
- 1Y
- -29.67%
- 3Y*
- -20.73%
- 5Y*
- -16.29%
- 10Y*
- -25.60%
- ALL TIME*
- -23.06%
RYTIX
- 1D
- 3.88%
- 1M
- -3.17%
- 6M
- 21.86%
- YTD
- 23.01%
- 1Y
- 39.91%
- 3Y*
- 29.20%
- 5Y*
- 15.06%
- 10Y*
- 21.13%
- ALL TIME*
- 8.49%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
RYCZX vs. RYTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RYCZX Rydex Inverse Dow 2x Strategy Fund | -15.64% | -22.14% | -16.97% | -19.05% | 5.48% | -36.32% | -45.37% | -36.65% | 0.75% | -39.59% |
RYTIX Rydex Technology Fund | 23.01% | 26.48% | 30.01% | 49.59% | -36.18% | 20.94% | 49.87% | 40.81% | -1.07% | 33.07% |
Correlation
The correlation between RYCZX and RYTIX is -0.59, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.59 |
Correlation (3Y) Balances recent behavior with more history. | -0.62 |
Correlation (5Y) Shows whether the relationship held over a longer period. | -0.69 |
Correlation (10Y) Provides a long-term view across more market conditions. | -0.69 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2005 | -0.76 |
The correlation between RYCZX and RYTIX shifts across timeframes, from -0.76 (all time) to -0.59 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
RYCZX vs. RYTIX — Risk / Return Rank
RYCZX
RYTIX
RYCZX vs. RYTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rydex Inverse Dow 2x Strategy Fund (RYCZX) and Rydex Technology Fund (RYTIX). 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.
| RYCZX | RYTIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.46 | ||
| Sortino ratioReturn per unit of downside risk | -3.39 | ||
| Omega ratioGain probability vs. loss probability | 0.83 | 1.23 | -0.40 |
| Calmar ratioReturn relative to maximum drawdown | -0.84 | 2.30 | -3.14 |
| Martin ratioReturn relative to average drawdown | -1.42 | 6.29 | -7.72 |
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Drawdowns
RYCZX vs. RYTIX - Drawdown Comparison
The maximum RYCZX drawdown since its inception was -99.80%, which is greater than RYTIX's maximum drawdown of -84.00%. Use the drawdown chart below to compare losses from any high point for RYCZX and RYTIX.
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Drawdown Indicators
| RYCZX | RYTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.80% | -84.00% | -15.80% |
Max Drawdown (1Y)Largest decline over 1 year | -32.00% | -15.67% | -16.33% |
Max Drawdown (3Y)Largest decline over 3 years | -60.61% | -27.91% | -32.70% |
Max Drawdown (5Y)Largest decline over 5 years | -68.62% | -42.75% | -25.87% |
Max Drawdown (10Y)Largest decline over 10 years | -95.14% | -42.75% | -52.39% |
Current DrawdownCurrent decline from peak | -99.79% | -12.18% | -87.61% |
Average DrawdownAverage peak-to-trough decline | -78.99% | -40.01% | -38.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 18.84% | 5.71% | +13.13% |
Volatility
RYCZX vs. RYTIX - Volatility Comparison
The current volatility for Rydex Inverse Dow 2x Strategy Fund (RYCZX) is 7.38%, while Rydex Technology Fund (RYTIX) has a volatility of 8.26%. This indicates that RYCZX experiences smaller price fluctuations and is considered to be less risky than RYTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RYCZX | RYTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.38% | 8.26% | -0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 19.78% | 21.66% | -1.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.10% | 25.95% | -0.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.66% | 27.34% | +2.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.21% | 25.54% | +9.67% |
RYCZX vs. RYTIX - Expense Ratio Comparison
RYCZX has a 2.70% expense ratio, which is higher than RYTIX's 1.36% expense ratio.
Dividends
RYCZX vs. RYTIX - Dividend Comparison
RYCZX's dividend yield for the trailing twelve months is around 6.97%, more than RYTIX's 0.84% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
RYCZX Rydex Inverse Dow 2x Strategy Fund | 6.97% | 5.88% | 4.32% | 1.00% | 0.00% | 0.00% | 0.05% | 0.24% | 0.00% | 0.00% |
RYTIX Rydex Technology Fund | 0.84% | 1.03% | 9.00% | 2.46% | 5.17% | 7.24% | 1.62% | 0.92% | 5.39% | 1.35% |
Frequently Asked Questions
RYCZX and RYTIX have a correlation of -0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RYTIX has higher volatility (8.26%) compared to RYCZX (7.38%). In terms of maximum drawdown, RYCZX dropped -99.80% vs RYTIX's -84.00%.
RYTIX currently has the higher Sharpe Ratio (1.39 vs -1.07), 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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