RYMDX vs. RYCKX
RYMDX (Rydex Mid-Cap 1.5x Strategy Fund) and RYCKX (Rydex S&P MidCap 400 Pure Growth Fund) are both mutual funds - RYMDX is a Leveraged Equities fund managed by Rydex Funds, while RYCKX is a Mid Cap Growth Equities fund managed by Rydex Funds. Over the past 10 years, RYMDX returned 11.31%/yr vs 7.23%/yr for RYCKX. Their correlation of 0.95 means they have usually moved in the same direction. RYMDX charges 1.65%/yr vs 2.26%/yr for RYCKX.
Performance
RYMDX vs. RYCKX - Performance Comparison
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Returns By Period
In the year-to-date period, RYMDX achieves a 19.50% return, which is significantly higher than RYCKX's 12.35% return. Over the past 10 years, RYMDX has outperformed RYCKX with an annualized return of 11.31%, while RYCKX has yielded a comparatively lower 7.23% annualized return.
RYMDX
- 1D
- 1.21%
- 1M
- -1.78%
- 6M
- 13.00%
- YTD
- 19.50%
- 1Y
- 29.86%
- 3Y*
- 13.91%
- 5Y*
- 7.26%
- 10Y*
- 11.31%
- ALL TIME*
- 9.91%
RYCKX
- 1D
- 2.48%
- 1M
- -4.87%
- 6M
- 7.29%
- YTD
- 12.35%
- 1Y
- 17.29%
- 3Y*
- 11.54%
- 5Y*
- 4.05%
- 10Y*
- 7.23%
- ALL TIME*
- 7.68%
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 |
RYMDX vs. RYCKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RYMDX Rydex Mid-Cap 1.5x Strategy Fund | 19.50% | 5.29% | 15.46% | 19.11% | -23.31% | 34.58% | 9.87% | 36.13% | -19.37% | 22.67% |
RYCKX Rydex S&P MidCap 400 Pure Growth Fund | 12.35% | 6.61% | 15.10% | 13.97% | -23.05% | 11.26% | 29.72% | 14.60% | -15.17% | 18.02% |
Correlation
The correlation between RYMDX and RYCKX is 0.90, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.90 |
Correlation (3Y) Balances recent behavior with more history. | 0.93 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.93 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.92 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2005 | 0.95 |
The correlation between RYMDX and RYCKX has been stable across timeframes, ranging from 0.90 to 0.95 - a consistent structural relationship.
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Return for Risk
RYMDX vs. RYCKX — Risk / Return Rank
RYMDX
RYCKX
RYMDX vs. RYCKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rydex Mid-Cap 1.5x Strategy Fund (RYMDX) and Rydex S&P MidCap 400 Pure Growth Fund (RYCKX). 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.
| RYMDX | RYCKX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.36 | ||
| Sortino ratioReturn per unit of downside risk | +0.50 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.13 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.85 | 1.31 | +0.54 |
| Martin ratioReturn relative to average drawdown | 6.49 | 4.47 | +2.02 |
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Drawdowns
RYMDX vs. RYCKX - Drawdown Comparison
The maximum RYMDX drawdown since its inception was -75.43%, which is greater than RYCKX's maximum drawdown of -52.60%. Use the drawdown chart below to compare losses from any high point for RYMDX and RYCKX.
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Drawdown Indicators
| RYMDX | RYCKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.43% | -52.60% | -22.83% |
Max Drawdown (1Y)Largest decline over 1 year | -13.50% | -10.50% | -3.00% |
Max Drawdown (3Y)Largest decline over 3 years | -35.20% | -27.14% | -8.06% |
Max Drawdown (5Y)Largest decline over 5 years | -42.77% | -35.98% | -6.79% |
Max Drawdown (10Y)Largest decline over 10 years | -58.09% | -44.75% | -13.34% |
Current DrawdownCurrent decline from peak | -3.79% | -7.89% | +4.10% |
Average DrawdownAverage peak-to-trough decline | -15.36% | -9.47% | -5.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.87% | 3.16% | +0.71% |
Volatility
RYMDX vs. RYCKX - Volatility Comparison
The current volatility for Rydex Mid-Cap 1.5x Strategy Fund (RYMDX) is 5.28%, while Rydex S&P MidCap 400 Pure Growth Fund (RYCKX) has a volatility of 6.19%. This indicates that RYMDX experiences smaller price fluctuations and is considered to be less risky than RYCKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RYMDX | RYCKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.28% | 6.19% | -0.91% |
Volatility (6M)Calculated over the trailing 6-month period | 17.45% | 16.24% | +1.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.59% | 19.70% | +3.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.41% | 22.97% | +8.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.54% | 23.11% | +9.43% |
RYMDX vs. RYCKX - Expense Ratio Comparison
RYMDX has a 1.65% expense ratio, which is lower than RYCKX's 2.26% expense ratio.
Dividends
RYMDX vs. RYCKX - Dividend Comparison
RYMDX's dividend yield for the trailing twelve months is around 0.61%, while RYCKX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RYCKX Rydex S&P MidCap 400 Pure Growth Fund | 0.00% | 0.00% | 20.92% | 0.00% | 14.34% | 13.66% | 1.29% | 0.00% | 18.93% | 7.60% | 1.72% | 5.90% |
RYMDX Rydex Mid-Cap 1.5x Strategy Fund | 0.61% | 0.73% | 0.72% | 0.35% | 0.00% | 17.47% | 0.38% | 0.18% | 0.56% | 0.53% | 0.19% | 0.67% |
Frequently Asked Questions
With a correlation of 0.90, RYMDX and RYCKX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
RYCKX has higher volatility (6.19%) compared to RYMDX (5.28%). In terms of maximum drawdown, RYMDX dropped -75.43% vs RYCKX's -52.60%.
RYMDX currently has the higher Sharpe Ratio (1.06 vs 0.70), 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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