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RYMEX vs. RYCKX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RYMEX vs. RYCKX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Rydex Commodities Strategy Fund (RYMEX) and Rydex S&P MidCap 400 Pure Growth Fund (RYCKX). The values are adjusted to include any dividend payments, if applicable.

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RYMEX vs. RYCKX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RYMEX
Rydex Commodities Strategy Fund
40.07%4.70%8.24%-6.14%23.72%39.03%-64.08%15.48%-14.96%4.67%
RYCKX
Rydex S&P MidCap 400 Pure Growth Fund
0.34%6.61%15.10%13.97%-23.05%11.26%29.72%14.60%-15.17%18.02%

Returns By Period

In the year-to-date period, RYMEX achieves a 40.07% return, which is significantly higher than RYCKX's 0.34% return. Over the past 10 years, RYMEX has underperformed RYCKX with an annualized return of 0.96%, while RYCKX has yielded a comparatively higher 6.45% annualized return.


RYMEX

1D
1.67%
1M
24.61%
YTD
40.07%
6M
40.55%
1Y
40.95%
3Y*
16.42%
5Y*
17.74%
10Y*
0.96%

RYCKX

1D
-1.99%
1M
-9.85%
YTD
0.34%
6M
2.73%
1Y
18.58%
3Y*
11.21%
5Y*
2.19%
10Y*
6.45%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RYMEX vs. RYCKX - Expense Ratio Comparison

RYMEX has a 1.60% expense ratio, which is lower than RYCKX's 2.26% expense ratio.


Return for Risk

RYMEX vs. RYCKX — Risk / Return Rank

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

RYMEX
RYMEX Risk / Return Rank: 9191
Overall Rank
RYMEX Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
RYMEX Sortino Ratio Rank: 9292
Sortino Ratio Rank
RYMEX Omega Ratio Rank: 8686
Omega Ratio Rank
RYMEX Calmar Ratio Rank: 9696
Calmar Ratio Rank
RYMEX Martin Ratio Rank: 8888
Martin Ratio Rank

RYCKX
RYCKX Risk / Return Rank: 4444
Overall Rank
RYCKX Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
RYCKX Sortino Ratio Rank: 4343
Sortino Ratio Rank
RYCKX Omega Ratio Rank: 3636
Omega Ratio Rank
RYCKX Calmar Ratio Rank: 4949
Calmar Ratio Rank
RYCKX Martin Ratio Rank: 5353
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.

RYMEX vs. RYCKX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Rydex Commodities Strategy Fund (RYMEX) 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.


RYMEXRYCKXDifference

Sharpe ratio

Return per unit of total volatility

2.04

0.82

+1.22

Sortino ratio

Return per unit of downside risk

2.70

1.30

+1.40

Omega ratio

Gain probability vs. loss probability

1.36

1.17

+0.19

Calmar ratio

Return relative to maximum drawdown

3.59

1.21

+2.39

Martin ratio

Return relative to average drawdown

9.58

5.17

+4.41

RYMEX vs. RYCKX - Sharpe Ratio Comparison

The current RYMEX Sharpe Ratio is 2.04, which is higher than the RYCKX Sharpe Ratio of 0.82. The chart below compares the historical Sharpe Ratios of RYMEX and RYCKX, 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


RYMEXRYCKXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.04

0.82

+1.22

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.81

0.10

+0.71

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.04

0.28

-0.25

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.26

0.31

-0.57

Correlation

The correlation between RYMEX and RYCKX is 0.29, 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

RYMEX vs. RYCKX - Dividend Comparison

RYMEX's dividend yield for the trailing twelve months is around 1.70%, while RYCKX has not paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
RYMEX
Rydex Commodities Strategy Fund
1.70%2.38%0.00%4.98%17.15%2.97%0.00%0.74%44.23%1.49%0.00%0.00%
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%

Drawdowns

RYMEX vs. RYCKX - Drawdown Comparison

The maximum RYMEX drawdown since its inception was -93.96%, which is greater than RYCKX's maximum drawdown of -52.60%. Use the drawdown chart below to compare losses from any high point for RYMEX and RYCKX.


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Drawdown Indicators


RYMEXRYCKXDifference

Max Drawdown

Largest peak-to-trough decline

-93.96%

-52.60%

-41.36%

Max Drawdown (1Y)

Largest decline over 1 year

-11.86%

-13.33%

+1.47%

Max Drawdown (5Y)

Largest decline over 5 years

-30.45%

-35.98%

+5.53%

Max Drawdown (10Y)

Largest decline over 10 years

-69.87%

-44.75%

-25.12%

Current Drawdown

Current decline from peak

-84.04%

-10.50%

-73.54%

Average Drawdown

Average peak-to-trough decline

-69.16%

-9.58%

-59.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.45%

3.11%

+1.34%

Volatility

RYMEX vs. RYCKX - Volatility Comparison

Rydex Commodities Strategy Fund (RYMEX) has a higher volatility of 11.73% compared to Rydex S&P MidCap 400 Pure Growth Fund (RYCKX) at 7.64%. This indicates that RYMEX's price experiences larger fluctuations and is considered to be riskier 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


RYMEXRYCKXDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.73%

7.64%

+4.09%

Volatility (6M)

Calculated over the trailing 6-month period

16.53%

13.60%

+2.93%

Volatility (1Y)

Calculated over the trailing 1-year period

21.32%

22.74%

-1.42%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.05%

22.65%

-0.60%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.62%

22.96%

+4.66%