RYPMX vs. OLGAX
Compare and contrast key facts about Rydex Precious Metals Fund (RYPMX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
RYPMX is managed by Rydex Funds. It was launched on Nov 30, 1993. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
RYPMX vs. OLGAX - Performance Comparison
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RYPMX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RYPMX Rydex Precious Metals Fund | 9.00% | 148.94% | 10.14% | 4.24% | -10.57% | -8.96% | 34.25% | 52.91% | -16.56% | 7.04% |
OLGAX JPMorgan Large Cap Growth Fund Class A | -8.59% | 13.79% | 34.85% | 34.28% | -25.58% | 17.87% | 55.60% | 38.81% | 0.23% | 37.75% |
Returns By Period
In the year-to-date period, RYPMX achieves a 9.00% return, which is significantly higher than OLGAX's -8.59% return. Both investments have delivered pretty close results over the past 10 years, with RYPMX having a 17.64% annualized return and OLGAX not far ahead at 17.67%.
RYPMX
- 1D
- 7.50%
- 1M
- -20.71%
- YTD
- 9.00%
- 6M
- 24.38%
- 1Y
- 110.34%
- 3Y*
- 41.34%
- 5Y*
- 21.32%
- 10Y*
- 17.64%
OLGAX
- 1D
- 3.49%
- 1M
- -4.92%
- YTD
- -8.59%
- 6M
- -10.58%
- 1Y
- 12.10%
- 3Y*
- 19.98%
- 5Y*
- 10.17%
- 10Y*
- 17.67%
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RYPMX vs. OLGAX - Expense Ratio Comparison
RYPMX has a 1.26% expense ratio, which is higher than OLGAX's 1.01% expense ratio.
Return for Risk
RYPMX vs. OLGAX — Risk / Return Rank
RYPMX
OLGAX
RYPMX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rydex Precious Metals Fund (RYPMX) and JPMorgan Large Cap Growth Fund Class A (OLGAX). 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.
| RYPMX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.40 | 0.61 | +1.79 |
Sortino ratioReturn per unit of downside risk | 2.58 | 1.01 | +1.56 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.14 | +0.24 |
Calmar ratioReturn relative to maximum drawdown | 3.59 | 0.77 | +2.82 |
Martin ratioReturn relative to average drawdown | 13.15 | 2.34 | +10.81 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RYPMX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.40 | 0.61 | +1.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.50 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.82 | -0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.08 | 0.48 | -0.40 |
Correlation
The correlation between RYPMX and OLGAX is 0.19, 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
RYPMX vs. OLGAX - Dividend Comparison
RYPMX's dividend yield for the trailing twelve months is around 2.76%, less than OLGAX's 12.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RYPMX Rydex Precious Metals Fund | 2.76% | 3.01% | 0.00% | 3.51% | 7.15% | 6.39% | 1.06% | 2.08% | 1.35% | 5.53% | 4.04% | 0.58% |
OLGAX JPMorgan Large Cap Growth Fund Class A | 12.93% | 11.82% | 2.06% | 0.00% | 3.20% | 15.30% | 5.32% | 13.03% | 16.18% | 14.92% | 9.94% | 4.51% |
Drawdowns
RYPMX vs. OLGAX - Drawdown Comparison
The maximum RYPMX drawdown since its inception was -81.25%, which is greater than OLGAX's maximum drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for RYPMX and OLGAX.
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Drawdown Indicators
| RYPMX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.25% | -63.25% | -18.00% |
Max Drawdown (1Y)Largest decline over 1 year | -30.86% | -16.92% | -13.94% |
Max Drawdown (5Y)Largest decline over 5 years | -46.83% | -31.34% | -15.49% |
Max Drawdown (10Y)Largest decline over 10 years | -47.81% | -31.87% | -15.94% |
Current DrawdownCurrent decline from peak | -21.00% | -14.02% | -6.98% |
Average DrawdownAverage peak-to-trough decline | -40.48% | -18.78% | -21.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.43% | 5.58% | +2.85% |
Volatility
RYPMX vs. OLGAX - Volatility Comparison
Rydex Precious Metals Fund (RYPMX) has a higher volatility of 18.25% compared to JPMorgan Large Cap Growth Fund Class A (OLGAX) at 6.48%. This indicates that RYPMX's price experiences larger fluctuations and is considered to be riskier than OLGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RYPMX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 18.25% | 6.48% | +11.77% |
Volatility (6M)Calculated over the trailing 6-month period | 38.56% | 12.54% | +26.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 46.16% | 21.14% | +25.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.44% | 20.26% | +16.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.32% | 21.55% | +15.77% |