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RYEUX vs. BMPIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RYEUX vs. BMPIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Rydex Europe 1.25x Strategy Fund (RYEUX) and ProFunds Basic Materials UltraSector Fund (BMPIX). The values are adjusted to include any dividend payments, if applicable.

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RYEUX vs. BMPIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RYEUX
Rydex Europe 1.25x Strategy Fund
-5.46%32.95%-2.61%19.53%-12.87%18.73%0.35%29.80%-18.72%28.14%
BMPIX
ProFunds Basic Materials UltraSector Fund
11.87%9.09%-5.35%15.30%-16.22%38.93%18.27%25.13%-26.81%34.96%

Returns By Period

In the year-to-date period, RYEUX achieves a -5.46% return, which is significantly lower than BMPIX's 11.87% return. Over the past 10 years, RYEUX has underperformed BMPIX with an annualized return of 7.62%, while BMPIX has yielded a comparatively higher 10.49% annualized return.


RYEUX

1D
0.54%
1M
-14.25%
YTD
-5.46%
6M
0.04%
1Y
9.74%
3Y*
9.26%
5Y*
7.95%
10Y*
7.62%

BMPIX

1D
0.39%
1M
-11.85%
YTD
11.87%
6M
13.11%
1Y
18.80%
3Y*
7.48%
5Y*
6.04%
10Y*
10.49%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RYEUX vs. BMPIX - Expense Ratio Comparison

RYEUX has a 1.69% expense ratio, which is lower than BMPIX's 1.89% expense ratio.


Return for Risk

RYEUX vs. BMPIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RYEUX
RYEUX Risk / Return Rank: 1616
Overall Rank
RYEUX Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
RYEUX Sortino Ratio Rank: 1414
Sortino Ratio Rank
RYEUX Omega Ratio Rank: 1414
Omega Ratio Rank
RYEUX Calmar Ratio Rank: 1818
Calmar Ratio Rank
RYEUX Martin Ratio Rank: 1818
Martin Ratio Rank

BMPIX
BMPIX Risk / Return Rank: 2727
Overall Rank
BMPIX Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
BMPIX Sortino Ratio Rank: 3232
Sortino Ratio Rank
BMPIX Omega Ratio Rank: 2626
Omega Ratio Rank
BMPIX Calmar Ratio Rank: 2828
Calmar Ratio Rank
BMPIX Martin Ratio Rank: 2525
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RYEUX vs. BMPIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Rydex Europe 1.25x Strategy Fund (RYEUX) and ProFunds Basic Materials UltraSector Fund (BMPIX). 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.


RYEUXBMPIXDifference

Sharpe ratio

Return per unit of total volatility

0.41

0.66

-0.25

Sortino ratio

Return per unit of downside risk

0.69

1.13

-0.44

Omega ratio

Gain probability vs. loss probability

1.09

1.14

-0.05

Calmar ratio

Return relative to maximum drawdown

0.55

0.81

-0.26

Martin ratio

Return relative to average drawdown

1.94

2.63

-0.69

RYEUX vs. BMPIX - Sharpe Ratio Comparison

The current RYEUX Sharpe Ratio is 0.41, which is lower than the BMPIX Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of RYEUX and BMPIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


RYEUXBMPIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.41

0.66

-0.25

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.39

0.21

+0.18

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.34

0.33

+0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.03

0.16

-0.14

Correlation

The correlation between RYEUX and BMPIX is 0.71, 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

RYEUX vs. BMPIX - Dividend Comparison

RYEUX's dividend yield for the trailing twelve months is around 6.30%, more than BMPIX's 1.62% yield.


TTM20252024202320222021202020192018201720162015
RYEUX
Rydex Europe 1.25x Strategy Fund
6.30%5.95%12.32%0.67%0.00%0.00%5.03%0.46%8.58%0.25%0.91%0.15%
BMPIX
ProFunds Basic Materials UltraSector Fund
1.62%1.81%0.94%0.96%0.00%0.00%0.28%0.00%0.00%0.00%0.16%0.00%

Drawdowns

RYEUX vs. BMPIX - Drawdown Comparison

The maximum RYEUX drawdown since its inception was -76.19%, smaller than the maximum BMPIX drawdown of -84.22%. Use the drawdown chart below to compare losses from any high point for RYEUX and BMPIX.


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Drawdown Indicators


RYEUXBMPIXDifference

Max Drawdown

Largest peak-to-trough decline

-76.19%

-84.22%

+8.03%

Max Drawdown (1Y)

Largest decline over 1 year

-15.24%

-21.39%

+6.15%

Max Drawdown (5Y)

Largest decline over 5 years

-33.39%

-38.50%

+5.11%

Max Drawdown (10Y)

Largest decline over 10 years

-42.08%

-61.41%

+19.33%

Current Drawdown

Current decline from peak

-14.57%

-12.48%

-2.09%

Average Drawdown

Average peak-to-trough decline

-37.55%

-24.24%

-13.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.30%

6.60%

-2.30%

Volatility

RYEUX vs. BMPIX - Volatility Comparison

Rydex Europe 1.25x Strategy Fund (RYEUX) and ProFunds Basic Materials UltraSector Fund (BMPIX) have volatilities of 8.89% and 8.81%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RYEUXBMPIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.89%

8.81%

+0.08%

Volatility (6M)

Calculated over the trailing 6-month period

13.65%

18.58%

-4.93%

Volatility (1Y)

Calculated over the trailing 1-year period

21.55%

31.56%

-10.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.69%

29.57%

-8.88%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.46%

32.06%

-9.60%