RYMIX vs. RYCKX
RYMIX (Rydex Telecommunications Fund) and RYCKX (Rydex S&P MidCap 400 Pure Growth Fund) are both mutual funds - RYMIX is a Communications Equities fund managed by Rydex Funds, while RYCKX is a Mid Cap Growth Equities fund managed by Rydex Funds. Over the past 10 years, RYMIX returned 8.81%/yr vs 8.52%/yr for RYCKX. A 0.79 correlation means they provide meaningful diversification when combined. RYMIX charges 1.36%/yr vs 2.26%/yr for RYCKX.
Performance
RYMIX vs. RYCKX - Performance Comparison
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Returns By Period
In the year-to-date period, RYMIX achieves a 26.23% return, which is significantly higher than RYCKX's 21.00% return. Both investments have delivered pretty close results over the past 10 years, with RYMIX having a 8.81% annualized return and RYCKX not far behind at 8.52%.
RYMIX
- 1D
- -0.66%
- 1M
- -6.45%
- YTD
- 26.23%
- 6M
- 25.71%
- 1Y
- 58.37%
- 3Y*
- 26.64%
- 5Y*
- 8.77%
- 10Y*
- 8.81%
RYCKX
- 1D
- 1.09%
- 1M
- 3.82%
- YTD
- 21.00%
- 6M
- 18.07%
- 1Y
- 31.61%
- 3Y*
- 17.08%
- 5Y*
- 6.44%
- 10Y*
- 8.52%
RYMIX vs. RYCKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RYMIX Rydex Telecommunications Fund | 26.23% | 32.40% | 15.98% | 6.45% | -25.64% | 9.42% | 10.04% | 13.43% | -5.25% | 5.79% |
RYCKX Rydex S&P MidCap 400 Pure Growth Fund | 21.00% | 6.61% | 15.10% | 13.97% | -23.05% | 11.26% | 29.72% | 14.60% | -15.17% | 18.02% |
Correlation
The correlation between RYMIX and RYCKX is 0.65, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.65 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.68 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.73 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.74 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2005 | 0.79 |
The correlation between RYMIX and RYCKX shifts across timeframes, from 0.65 (1 year) to 0.79 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
RYMIX vs. RYCKX — Risk / Return Rank
RYMIX
RYCKX
RYMIX vs. RYCKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rydex Telecommunications Fund (RYMIX) 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.
| RYMIX | RYCKX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.24 | ||
| Sortino ratioReturn per unit of downside risk | +1.21 | ||
| Omega ratioGain probability vs. loss probability | 1.48 | 1.29 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 5.67 | 3.04 | +2.63 |
| Martin ratioReturn relative to average drawdown | 21.36 | 12.17 | +9.18 |
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Drawdowns
RYMIX vs. RYCKX - Drawdown Comparison
The maximum RYMIX drawdown since its inception was -87.85%, which is greater than RYCKX's maximum drawdown of -52.60%. Use the drawdown chart below to compare losses from any high point for RYMIX and RYCKX.
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Drawdown Indicators
| RYMIX | RYCKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.85% | -52.60% | -35.25% |
Max Drawdown (1Y)Largest decline over 1 year | -10.46% | -10.50% | +0.04% |
Max Drawdown (3Y)Largest decline over 3 years | -16.11% | -27.14% | +11.03% |
Max Drawdown (5Y)Largest decline over 5 years | -35.32% | -35.98% | +0.66% |
Max Drawdown (10Y)Largest decline over 10 years | -35.32% | -44.75% | +9.43% |
Current DrawdownCurrent decline from peak | -41.41% | -0.34% | -41.07% |
Average DrawdownAverage peak-to-trough decline | -67.89% | -9.50% | -58.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.77% | 2.62% | +0.15% |
Volatility
RYMIX vs. RYCKX - Volatility Comparison
Rydex Telecommunications Fund (RYMIX) has a higher volatility of 9.43% compared to Rydex S&P MidCap 400 Pure Growth Fund (RYCKX) at 6.58%. This indicates that RYMIX'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
| RYMIX | RYCKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.43% | 6.58% | +2.85% |
Volatility (6M)Calculated over the trailing 6-month period | 16.76% | 15.42% | +1.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.32% | 19.00% | +1.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.55% | 22.88% | -4.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.56% | 23.11% | -4.55% |
RYMIX vs. RYCKX - Expense Ratio Comparison
RYMIX has a 1.36% expense ratio, which is lower than RYCKX's 2.26% expense ratio.
Dividends
RYMIX vs. RYCKX - Dividend Comparison
RYMIX's dividend yield for the trailing twelve months is around 0.67%, 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% |
RYMIX Rydex Telecommunications Fund | 0.67% | 0.85% | 0.17% | 1.55% | 1.42% | 0.42% | 2.16% | 3.56% | 0.26% | 3.95% | 2.13% | 3.57% |
Frequently Asked Questions
RYMIX and RYCKX have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RYMIX has higher volatility (9.43%) compared to RYCKX (6.58%). In terms of maximum drawdown, RYMIX dropped -87.85% vs RYCKX's -52.60%.
RYMIX currently has the higher Sharpe Ratio (2.92 vs 1.68), 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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