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RYJUX vs. RYSIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RYJUX vs. RYSIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Rydex Inverse Government Long Bond Strategy Fund (RYJUX) and Rydex Electronics Fund (RYSIX). The values are adjusted to include any dividend payments, if applicable.

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RYJUX vs. RYSIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RYJUX
Rydex Inverse Government Long Bond Strategy Fund
1.02%2.24%18.01%4.58%45.99%1.31%-21.12%-12.94%4.03%-8.97%
RYSIX
Rydex Electronics Fund
1.62%42.02%16.66%55.69%-32.46%38.65%56.73%59.80%-12.42%31.62%

Returns By Period

In the year-to-date period, RYJUX achieves a 1.02% return, which is significantly lower than RYSIX's 1.62% return. Over the past 10 years, RYJUX has underperformed RYSIX with an annualized return of 2.76%, while RYSIX has yielded a comparatively higher 24.10% annualized return.


RYJUX

1D
-1.20%
1M
4.13%
YTD
1.02%
6M
3.10%
1Y
6.20%
3Y*
10.19%
5Y*
9.85%
10Y*
2.76%

RYSIX

1D
-4.02%
1M
-10.66%
YTD
1.62%
6M
10.23%
1Y
70.84%
3Y*
27.63%
5Y*
17.49%
10Y*
24.10%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RYJUX vs. RYSIX - Expense Ratio Comparison

RYJUX has a 4.28% expense ratio, which is higher than RYSIX's 1.36% expense ratio.


Return for Risk

RYJUX vs. RYSIX — Risk / Return Rank

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

RYJUX
RYJUX Risk / Return Rank: 1515
Overall Rank
RYJUX Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
RYJUX Sortino Ratio Rank: 1717
Sortino Ratio Rank
RYJUX Omega Ratio Rank: 1313
Omega Ratio Rank
RYJUX Calmar Ratio Rank: 1717
Calmar Ratio Rank
RYJUX Martin Ratio Rank: 1212
Martin Ratio Rank

RYSIX
RYSIX Risk / Return Rank: 9191
Overall Rank
RYSIX Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
RYSIX Sortino Ratio Rank: 8888
Sortino Ratio Rank
RYSIX Omega Ratio Rank: 8484
Omega Ratio Rank
RYSIX Calmar Ratio Rank: 9696
Calmar Ratio Rank
RYSIX Martin Ratio Rank: 9696
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.

RYJUX vs. RYSIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Rydex Inverse Government Long Bond Strategy Fund (RYJUX) and Rydex Electronics Fund (RYSIX). 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.


RYJUXRYSIXDifference

Sharpe ratio

Return per unit of total volatility

0.47

1.80

-1.33

Sortino ratio

Return per unit of downside risk

0.79

2.41

-1.62

Omega ratio

Gain probability vs. loss probability

1.09

1.34

-0.25

Calmar ratio

Return relative to maximum drawdown

0.51

3.70

-3.18

Martin ratio

Return relative to average drawdown

1.06

13.99

-12.93

RYJUX vs. RYSIX - Sharpe Ratio Comparison

The current RYJUX Sharpe Ratio is 0.47, which is lower than the RYSIX Sharpe Ratio of 1.80. The chart below compares the historical Sharpe Ratios of RYJUX and RYSIX, 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


RYJUXRYSIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.47

1.80

-1.33

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.61

0.49

+0.11

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.17

0.73

-0.56

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.23

0.26

-0.48

Correlation

The correlation between RYJUX and RYSIX is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

RYJUX vs. RYSIX - Dividend Comparison

RYJUX's dividend yield for the trailing twelve months is around 4.39%, more than RYSIX's 3.19% yield.


TTM20252024202320222021202020192018201720162015
RYJUX
Rydex Inverse Government Long Bond Strategy Fund
4.39%4.44%7.75%1.26%0.00%0.00%0.37%0.00%0.00%0.00%0.00%0.00%
RYSIX
Rydex Electronics Fund
3.19%3.24%1.73%0.00%0.00%3.34%2.04%0.01%10.18%0.05%0.00%0.16%

Drawdowns

RYJUX vs. RYSIX - Drawdown Comparison

The maximum RYJUX drawdown since its inception was -85.46%, roughly equal to the maximum RYSIX drawdown of -88.66%. Use the drawdown chart below to compare losses from any high point for RYJUX and RYSIX.


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Drawdown Indicators


RYJUXRYSIXDifference

Max Drawdown

Largest peak-to-trough decline

-85.46%

-88.66%

+3.20%

Max Drawdown (1Y)

Largest decline over 1 year

-7.60%

-17.54%

+9.94%

Max Drawdown (5Y)

Largest decline over 5 years

-17.08%

-43.80%

+26.72%

Max Drawdown (10Y)

Largest decline over 10 years

-42.57%

-43.80%

+1.23%

Current Drawdown

Current decline from peak

-69.89%

-14.87%

-55.02%

Average Drawdown

Average peak-to-trough decline

-50.74%

-50.02%

-0.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.68%

4.64%

-0.96%

Volatility

RYJUX vs. RYSIX - Volatility Comparison

The current volatility for Rydex Inverse Government Long Bond Strategy Fund (RYJUX) is 3.59%, while Rydex Electronics Fund (RYSIX) has a volatility of 11.41%. This indicates that RYJUX experiences smaller price fluctuations and is considered to be less risky than RYSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RYJUXRYSIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.59%

11.41%

-7.82%

Volatility (6M)

Calculated over the trailing 6-month period

6.43%

24.77%

-18.34%

Volatility (1Y)

Calculated over the trailing 1-year period

11.17%

39.19%

-28.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.35%

35.64%

-19.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.02%

33.18%

-17.16%