RYHDX vs. XLV

In the year-to-date period, RYHDX achieves a 3.29% return, which is significantly higher than XLV's -3.21% return. Over the past 10 years, RYHDX has underperformed XLV with an annualized return of 3.51%, while XLV has yielded a comparatively higher 7.65% annualized return.

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RYHDX has a 1.53% expense ratio, which is higher than XLV's 0.12% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Rydex High Yield Strategy Fund (RYHDX) and Health Care Select Sector SPDR Fund (XLV). 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.

The current RYHDX Sharpe Ratio is 1.44, which is higher than the XLV Sharpe Ratio of -0.31. The chart below compares the historical Sharpe Ratios of RYHDX and XLV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

RYHDX's dividend yield for the trailing twelve months is around 7.08%, more than XLV's 1.76% yield.

The maximum RYHDX drawdown since its inception was -23.33%, smaller than the maximum XLV drawdown of -39.17%. Use the drawdown chart below to compare losses from any high point for RYHDX and XLV.

The current volatility for Rydex High Yield Strategy Fund (RYHDX) is 1.81%, while Health Care Select Sector SPDR Fund (XLV) has a volatility of 7.59%. This indicates that RYHDX experiences smaller price fluctuations and is considered to be less risky than XLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.