RYIUX vs. RYTIX
RYIUX (Rydex Inverse Russell 2000 2x Strategy Fund) and RYTIX (Rydex Technology Fund) are both mutual funds - RYIUX 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, RYIUX returned -27.36%/yr vs 21.13%/yr for RYTIX. Their -0.80 correlation means they have often moved in opposite directions in the past. RYIUX charges 2.05%/yr vs 1.36%/yr for RYTIX.
Performance
RYIUX vs. RYTIX - Performance Comparison
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Returns By Period
In the year-to-date period, RYIUX achieves a -31.69% return, which is significantly lower than RYTIX's 23.01% return. Over the past 10 years, RYIUX has underperformed RYTIX with an annualized return of -27.36%, while RYTIX has yielded a comparatively higher 21.13% annualized return.
RYIUX
- 1D
- -2.69%
- 1M
- 3.47%
- 6M
- -24.23%
- YTD
- -31.69%
- 1Y
- -48.84%
- 3Y*
- -26.58%
- 5Y*
- -18.79%
- 10Y*
- -27.36%
- ALL TIME*
- -28.19%
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 |
RYIUX vs. RYTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RYIUX Rydex Inverse Russell 2000 2x Strategy Fund | -31.69% | -25.58% | -19.49% | -26.57% | 28.23% | -35.72% | -59.89% | -38.69% | 18.98% | -26.63% |
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 RYIUX and RYTIX is -0.74, 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. | -0.74 |
Correlation (3Y) Balances recent behavior with more history. | -0.71 |
Correlation (5Y) Shows whether the relationship held over a longer period. | -0.77 |
Correlation (10Y) Provides a long-term view across more market conditions. | -0.74 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2007 | -0.80 |
The correlation between RYIUX and RYTIX has been stable across timeframes, ranging from -0.80 to -0.71 - a consistent structural relationship.
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Return for Risk
RYIUX vs. RYTIX — Risk / Return Rank
RYIUX
RYTIX
RYIUX vs. RYTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rydex Inverse Russell 2000 2x Strategy Fund (RYIUX) 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.
| RYIUX | RYTIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.57 | ||
| Sortino ratioReturn per unit of downside risk | -3.70 | ||
| Omega ratioGain probability vs. loss probability | 0.80 | 1.23 | -0.43 |
| Calmar ratioReturn relative to maximum drawdown | -0.89 | 2.30 | -3.19 |
| Martin ratioReturn relative to average drawdown | -1.36 | 6.29 | -7.65 |
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Drawdowns
RYIUX vs. RYTIX - Drawdown Comparison
The maximum RYIUX drawdown since its inception was -99.94%, which is greater than RYTIX's maximum drawdown of -84.00%. Use the drawdown chart below to compare losses from any high point for RYIUX and RYTIX.
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Drawdown Indicators
| RYIUX | RYTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.94% | -84.00% | -15.94% |
Max Drawdown (1Y)Largest decline over 1 year | -51.52% | -15.67% | -35.85% |
Max Drawdown (3Y)Largest decline over 3 years | -75.11% | -27.91% | -47.20% |
Max Drawdown (5Y)Largest decline over 5 years | -77.33% | -42.75% | -34.58% |
Max Drawdown (10Y)Largest decline over 10 years | -96.42% | -42.75% | -53.67% |
Current DrawdownCurrent decline from peak | -99.94% | -12.18% | -87.76% |
Average DrawdownAverage peak-to-trough decline | -87.19% | -40.01% | -47.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 33.67% | 5.71% | +27.96% |
Volatility
RYIUX vs. RYTIX - Volatility Comparison
The current volatility for Rydex Inverse Russell 2000 2x Strategy Fund (RYIUX) is 7.63%, while Rydex Technology Fund (RYTIX) has a volatility of 8.26%. This indicates that RYIUX 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
| RYIUX | RYTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.63% | 8.26% | -0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 28.33% | 21.66% | +6.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.75% | 25.95% | +12.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 45.05% | 27.34% | +17.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 46.93% | 25.54% | +21.39% |
RYIUX vs. RYTIX - Expense Ratio Comparison
RYIUX has a 2.05% expense ratio, which is higher than RYTIX's 1.36% expense ratio.
Dividends
RYIUX vs. RYTIX - Dividend Comparison
RYIUX's dividend yield for the trailing twelve months is around 5.51%, more than RYTIX's 0.84% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
RYIUX Rydex Inverse Russell 2000 2x Strategy Fund | 5.51% | 3.77% | 4.61% | 2.71% | 0.00% | 0.00% | 0.00% | 0.49% | 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
RYIUX and RYTIX have a correlation of -0.74, 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 RYIUX (7.63%). In terms of maximum drawdown, RYIUX dropped -99.94% vs RYTIX's -84.00%.
RYTIX currently has the higher Sharpe Ratio (1.39 vs -1.18), 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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