PortfoliosLab logoPortfoliosLab logo
RYMIX vs. GABTX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RYMIX vs. GABTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Rydex Telecommunications Fund (RYMIX) and Gabelli Global Content & Connectivity Fund (GABTX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

RYMIX vs. GABTX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RYMIX
Rydex Telecommunications Fund
12.20%32.40%15.98%6.45%-25.64%9.42%10.04%13.43%-5.25%5.79%
GABTX
Gabelli Global Content & Connectivity Fund
-3.02%27.50%14.94%22.81%-28.59%5.15%16.44%15.63%-11.90%13.37%

Returns By Period

In the year-to-date period, RYMIX achieves a 12.20% return, which is significantly higher than GABTX's -3.02% return. Over the past 10 years, RYMIX has outperformed GABTX with an annualized return of 7.64%, while GABTX has yielded a comparatively lower 5.71% annualized return.


RYMIX

1D
-2.38%
1M
-3.30%
YTD
12.20%
6M
18.72%
1Y
47.19%
3Y*
20.30%
5Y*
7.23%
10Y*
7.64%

GABTX

1D
-0.88%
1M
-7.78%
YTD
-3.02%
6M
-2.65%
1Y
19.48%
3Y*
16.42%
5Y*
4.59%
10Y*
5.71%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


RYMIX vs. GABTX - Expense Ratio Comparison

RYMIX has a 1.36% expense ratio, which is higher than GABTX's 0.96% expense ratio.


Return for Risk

RYMIX vs. GABTX — Risk / Return Rank

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

RYMIX
RYMIX Risk / Return Rank: 9595
Overall Rank
RYMIX Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
RYMIX Sortino Ratio Rank: 9393
Sortino Ratio Rank
RYMIX Omega Ratio Rank: 9191
Omega Ratio Rank
RYMIX Calmar Ratio Rank: 9797
Calmar Ratio Rank
RYMIX Martin Ratio Rank: 9797
Martin Ratio Rank

GABTX
GABTX Risk / Return Rank: 6767
Overall Rank
GABTX Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
GABTX Sortino Ratio Rank: 7373
Sortino Ratio Rank
GABTX Omega Ratio Rank: 6363
Omega Ratio Rank
GABTX Calmar Ratio Rank: 7777
Calmar Ratio Rank
GABTX Martin Ratio Rank: 4646
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.

RYMIX vs. GABTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Rydex Telecommunications Fund (RYMIX) and Gabelli Global Content & Connectivity Fund (GABTX). 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.


RYMIXGABTXDifference

Sharpe ratio

Return per unit of total volatility

2.34

1.30

+1.04

Sortino ratio

Return per unit of downside risk

2.91

1.81

+1.10

Omega ratio

Gain probability vs. loss probability

1.41

1.24

+0.18

Calmar ratio

Return relative to maximum drawdown

3.76

1.79

+1.97

Martin ratio

Return relative to average drawdown

15.61

4.62

+10.99

RYMIX vs. GABTX - Sharpe Ratio Comparison

The current RYMIX Sharpe Ratio is 2.34, which is higher than the GABTX Sharpe Ratio of 1.30. The chart below compares the historical Sharpe Ratios of RYMIX and GABTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


RYMIXGABTXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.34

1.30

+1.04

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.41

0.28

+0.12

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.42

0.35

+0.07

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.02

0.41

-0.42

Correlation

The correlation between RYMIX and GABTX is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

RYMIX vs. GABTX - Dividend Comparison

RYMIX's dividend yield for the trailing twelve months is around 0.76%, less than GABTX's 18.43% yield.


TTM20252024202320222021202020192018201720162015
RYMIX
Rydex Telecommunications Fund
0.76%0.85%0.17%1.55%1.42%0.42%2.16%3.56%0.26%3.95%2.13%3.57%
GABTX
Gabelli Global Content & Connectivity Fund
18.43%17.87%0.00%0.32%2.28%6.72%3.08%6.45%6.03%6.41%7.02%8.31%

Drawdowns

RYMIX vs. GABTX - Drawdown Comparison

The maximum RYMIX drawdown since its inception was -87.85%, which is greater than GABTX's maximum drawdown of -69.14%. Use the drawdown chart below to compare losses from any high point for RYMIX and GABTX.


Loading graphics...

Drawdown Indicators


RYMIXGABTXDifference

Max Drawdown

Largest peak-to-trough decline

-87.85%

-69.14%

-18.71%

Max Drawdown (1Y)

Largest decline over 1 year

-11.89%

-9.41%

-2.48%

Max Drawdown (5Y)

Largest decline over 5 years

-35.32%

-39.83%

+4.51%

Max Drawdown (10Y)

Largest decline over 10 years

-35.32%

-39.83%

+4.51%

Current Drawdown

Current decline from peak

-47.91%

-8.01%

-39.90%

Average Drawdown

Average peak-to-trough decline

-68.13%

-16.66%

-51.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.87%

3.68%

-0.81%

Volatility

RYMIX vs. GABTX - Volatility Comparison

Rydex Telecommunications Fund (RYMIX) has a higher volatility of 8.04% compared to Gabelli Global Content & Connectivity Fund (GABTX) at 4.69%. This indicates that RYMIX's price experiences larger fluctuations and is considered to be riskier than GABTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


RYMIXGABTXDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.04%

4.69%

+3.35%

Volatility (6M)

Calculated over the trailing 6-month period

13.75%

9.95%

+3.80%

Volatility (1Y)

Calculated over the trailing 1-year period

20.24%

14.59%

+5.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.83%

16.29%

+1.54%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.19%

16.32%

+1.87%