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RYNVX vs. VOO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RYNVX vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Rydex Nova Fund (RYNVX) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

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RYNVX vs. VOO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RYNVX
Rydex Nova Fund
-7.55%21.42%33.14%35.31%-29.96%42.56%19.64%45.58%-10.24%31.17%
VOO
Vanguard S&P 500 ETF
-3.66%17.82%24.98%26.32%-18.17%28.79%18.32%31.37%-4.50%21.77%

Returns By Period

In the year-to-date period, RYNVX achieves a -7.55% return, which is significantly lower than VOO's -3.66% return. Over the past 10 years, RYNVX has outperformed VOO with an annualized return of 16.69%, while VOO has yielded a comparatively lower 14.14% annualized return.


RYNVX

1D
4.35%
1M
-7.82%
YTD
-7.55%
6M
-5.46%
1Y
20.66%
3Y*
22.42%
5Y*
12.78%
10Y*
16.69%

VOO

1D
0.79%
1M
-4.29%
YTD
-3.66%
6M
-1.41%
1Y
18.17%
3Y*
18.58%
5Y*
11.93%
10Y*
14.14%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RYNVX vs. VOO - Expense Ratio Comparison

RYNVX has a 1.23% expense ratio, which is higher than VOO's 0.03% expense ratio.


Return for Risk

RYNVX vs. VOO — Risk / Return Rank

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

RYNVX
RYNVX Risk / Return Rank: 4141
Overall Rank
RYNVX Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
RYNVX Sortino Ratio Rank: 3535
Sortino Ratio Rank
RYNVX Omega Ratio Rank: 3939
Omega Ratio Rank
RYNVX Calmar Ratio Rank: 4545
Calmar Ratio Rank
RYNVX Martin Ratio Rank: 5353
Martin Ratio Rank

VOO
VOO Risk / Return Rank: 6060
Overall Rank
VOO Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
VOO Sortino Ratio Rank: 5757
Sortino Ratio Rank
VOO Omega Ratio Rank: 6161
Omega Ratio Rank
VOO Calmar Ratio Rank: 5959
Calmar Ratio Rank
VOO Martin Ratio Rank: 6969
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.

RYNVX vs. VOO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Rydex Nova Fund (RYNVX) and Vanguard S&P 500 ETF (VOO). 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.


RYNVXVOODifference

Sharpe ratio

Return per unit of total volatility

0.78

1.01

-0.23

Sortino ratio

Return per unit of downside risk

1.26

1.53

-0.27

Omega ratio

Gain probability vs. loss probability

1.19

1.23

-0.04

Calmar ratio

Return relative to maximum drawdown

1.25

1.55

-0.31

Martin ratio

Return relative to average drawdown

5.59

7.31

-1.72

RYNVX vs. VOO - Sharpe Ratio Comparison

The current RYNVX Sharpe Ratio is 0.78, which is comparable to the VOO Sharpe Ratio of 1.01. The chart below compares the historical Sharpe Ratios of RYNVX and VOO, 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


RYNVXVOODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.78

1.01

-0.23

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.50

0.71

-0.22

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.61

0.79

-0.18

Sharpe Ratio (All Time)

Calculated using the full available price history

0.39

0.83

-0.45

Correlation

The correlation between RYNVX and VOO is 0.99, 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

RYNVX vs. VOO - Dividend Comparison

RYNVX's dividend yield for the trailing twelve months is around 0.82%, less than VOO's 1.18% yield.


TTM20252024202320222021202020192018201720162015
RYNVX
Rydex Nova Fund
0.82%0.76%0.66%0.59%22.11%9.07%0.53%0.00%0.00%1.97%1.22%0.13%
VOO
Vanguard S&P 500 ETF
1.18%1.13%1.24%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%

Drawdowns

RYNVX vs. VOO - Drawdown Comparison

The maximum RYNVX drawdown since its inception was -76.54%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for RYNVX and VOO.


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Drawdown Indicators


RYNVXVOODifference

Max Drawdown

Largest peak-to-trough decline

-76.54%

-33.99%

-42.55%

Max Drawdown (1Y)

Largest decline over 1 year

-17.91%

-11.98%

-5.93%

Max Drawdown (5Y)

Largest decline over 5 years

-40.92%

-24.52%

-16.40%

Max Drawdown (10Y)

Largest decline over 10 years

-48.58%

-33.99%

-14.59%

Current Drawdown

Current decline from peak

-10.09%

-5.55%

-4.54%

Average Drawdown

Average peak-to-trough decline

-19.72%

-3.72%

-16.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.99%

2.55%

+1.44%

Volatility

RYNVX vs. VOO - Volatility Comparison

Rydex Nova Fund (RYNVX) has a higher volatility of 8.01% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. This indicates that RYNVX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RYNVXVOODifference

Volatility (1M)

Calculated over the trailing 1-month period

8.01%

5.34%

+2.67%

Volatility (6M)

Calculated over the trailing 6-month period

14.28%

9.47%

+4.81%

Volatility (1Y)

Calculated over the trailing 1-year period

27.47%

18.11%

+9.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.96%

16.82%

+9.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.36%

17.99%

+9.37%