RYHIX vs. XLV

In the year-to-date period, RYHIX achieves a -2.12% return, which is significantly higher than XLV's -3.42% return. Over the past 10 years, RYHIX has underperformed XLV with an annualized return of 5.16%, while XLV has yielded a comparatively higher 7.56% annualized return.

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RYHIX has a 1.35% expense ratio, which is higher than XLV's 0.12% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Rydex Health Care Fund (RYHIX) 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 RYHIX Sharpe Ratio is -0.19, which is higher than the XLV Sharpe Ratio of -0.32. The chart below compares the historical Sharpe Ratios of RYHIX 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.

RYHIX has not paid dividends to shareholders, while XLV's dividend yield for the trailing twelve months is around 1.77%.

The maximum RYHIX drawdown since its inception was -41.27%, which is greater than XLV's maximum drawdown of -39.17%. Use the drawdown chart below to compare losses from any high point for RYHIX and XLV.

The current volatility for Rydex Health Care Fund (RYHIX) is 6.99%, while Health Care Select Sector SPDR Fund (XLV) has a volatility of 7.66%. This indicates that RYHIX 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.