RYPMX vs. SPY
Compare and contrast key facts about Rydex Precious Metals Fund (RYPMX) and SPDR S&P 500 ETF (SPY).
RYPMX is managed by Rydex Funds. It was launched on Nov 30, 1993. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RYPMX or SPY.
Correlation
The correlation between RYPMX and SPY 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.
Performance
RYPMX vs. SPY - Performance Comparison
Key characteristics
RYPMX:
0.77
SPY:
1.88
RYPMX:
1.23
SPY:
2.51
RYPMX:
1.15
SPY:
1.35
RYPMX:
0.46
SPY:
2.83
RYPMX:
2.69
SPY:
11.89
RYPMX:
9.42%
SPY:
2.00%
RYPMX:
32.68%
SPY:
12.69%
RYPMX:
-92.58%
SPY:
-55.19%
RYPMX:
-34.85%
SPY:
-3.89%
Returns By Period
In the year-to-date period, RYPMX achieves a 6.76% return, which is significantly higher than SPY's -0.66% return. Over the past 10 years, RYPMX has underperformed SPY with an annualized return of 6.14%, while SPY has yielded a comparatively higher 13.18% annualized return.
RYPMX
6.76%
-1.13%
-7.79%
22.09%
6.84%
6.14%
SPY
-0.66%
-3.32%
3.73%
23.70%
13.73%
13.18%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
RYPMX vs. SPY - Expense Ratio Comparison
RYPMX has a 1.26% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
RYPMX vs. SPY — Risk-Adjusted Performance Rank
RYPMX
SPY
RYPMX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Rydex Precious Metals Fund (RYPMX) and SPDR S&P 500 ETF (SPY). 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.
Dividends
RYPMX vs. SPY - Dividend Comparison
RYPMX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.21%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RYPMX Rydex Precious Metals Fund | 0.00% | 0.00% | 3.51% | 7.15% | 6.39% | 1.06% | 2.08% | 1.35% | 5.54% | 4.04% | 0.58% | 3.05% |
SPY SPDR S&P 500 ETF | 1.21% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
RYPMX vs. SPY - Drawdown Comparison
The maximum RYPMX drawdown since its inception was -92.58%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for RYPMX and SPY. For additional features, visit the drawdowns tool.
Volatility
RYPMX vs. SPY - Volatility Comparison
Rydex Precious Metals Fund (RYPMX) has a higher volatility of 9.77% compared to SPDR S&P 500 ETF (SPY) at 4.61%. This indicates that RYPMX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.