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RYPMX vs. USAGX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RYPMX vs. USAGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Rydex Precious Metals Fund (RYPMX) and USAA Precious Metals and Minerals Fund (USAGX). The values are adjusted to include any dividend payments, if applicable.

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RYPMX vs. USAGX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
USAGX
USAA Precious Metals and Minerals Fund
6.26%156.06%10.76%6.73%-11.80%-10.14%25.85%42.97%-12.26%9.65%

Returns By Period

In the year-to-date period, RYPMX achieves a 9.00% return, which is significantly higher than USAGX's 6.26% return. Over the past 10 years, RYPMX has outperformed USAGX with an annualized return of 17.64%, while USAGX has yielded a comparatively lower 16.40% annualized return.


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%

USAGX

1D
6.75%
1M
-20.36%
YTD
6.26%
6M
20.15%
1Y
96.22%
3Y*
42.24%
5Y*
22.40%
10Y*
16.40%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RYPMX vs. USAGX - Expense Ratio Comparison

RYPMX has a 1.26% expense ratio, which is higher than USAGX's 1.12% expense ratio.


Return for Risk

RYPMX vs. USAGX — Risk / Return Rank

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

RYPMX
RYPMX Risk / Return Rank: 9292
Overall Rank
RYPMX Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
RYPMX Sortino Ratio Rank: 8989
Sortino Ratio Rank
RYPMX Omega Ratio Rank: 8787
Omega Ratio Rank
RYPMX Calmar Ratio Rank: 9696
Calmar Ratio Rank
RYPMX Martin Ratio Rank: 9494
Martin Ratio Rank

USAGX
USAGX Risk / Return Rank: 9292
Overall Rank
USAGX Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
USAGX Sortino Ratio Rank: 8888
Sortino Ratio Rank
USAGX Omega Ratio Rank: 8787
Omega Ratio Rank
USAGX Calmar Ratio Rank: 9595
Calmar Ratio Rank
USAGX Martin Ratio Rank: 9393
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.

RYPMX vs. USAGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Rydex Precious Metals Fund (RYPMX) and USAA Precious Metals and Minerals Fund (USAGX). 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.


RYPMXUSAGXDifference

Sharpe ratio

Return per unit of total volatility

2.40

2.27

+0.14

Sortino ratio

Return per unit of downside risk

2.58

2.50

+0.08

Omega ratio

Gain probability vs. loss probability

1.38

1.37

+0.01

Calmar ratio

Return relative to maximum drawdown

3.59

3.28

+0.32

Martin ratio

Return relative to average drawdown

13.15

12.04

+1.11

RYPMX vs. USAGX - Sharpe Ratio Comparison

The current RYPMX Sharpe Ratio is 2.40, which is comparable to the USAGX Sharpe Ratio of 2.27. The chart below compares the historical Sharpe Ratios of RYPMX and USAGX, 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


RYPMXUSAGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.40

2.27

+0.14

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.59

0.70

-0.11

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.47

0.50

-0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.08

0.19

-0.11

Correlation

The correlation between RYPMX and USAGX is 0.93, 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

RYPMX vs. USAGX - Dividend Comparison

RYPMX's dividend yield for the trailing twelve months is around 2.76%, more than USAGX's 0.23% yield.


TTM20252024202320222021202020192018201720162015
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%
USAGX
USAA Precious Metals and Minerals Fund
0.23%0.24%0.00%2.45%0.95%0.84%0.04%0.00%0.00%0.00%4.20%0.00%

Drawdowns

RYPMX vs. USAGX - Drawdown Comparison

The maximum RYPMX drawdown since its inception was -81.25%, roughly equal to the maximum USAGX drawdown of -80.89%. Use the drawdown chart below to compare losses from any high point for RYPMX and USAGX.


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Drawdown Indicators


RYPMXUSAGXDifference

Max Drawdown

Largest peak-to-trough decline

-81.25%

-80.89%

-0.36%

Max Drawdown (1Y)

Largest decline over 1 year

-30.86%

-30.12%

-0.74%

Max Drawdown (5Y)

Largest decline over 5 years

-46.83%

-45.72%

-1.11%

Max Drawdown (10Y)

Largest decline over 10 years

-47.81%

-51.03%

+3.22%

Current Drawdown

Current decline from peak

-21.00%

-20.48%

-0.52%

Average Drawdown

Average peak-to-trough decline

-40.48%

-43.17%

+2.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.43%

8.19%

+0.24%

Volatility

RYPMX vs. USAGX - Volatility Comparison

Rydex Precious Metals Fund (RYPMX) has a higher volatility of 18.25% compared to USAA Precious Metals and Minerals Fund (USAGX) at 17.28%. This indicates that RYPMX's price experiences larger fluctuations and is considered to be riskier than USAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RYPMXUSAGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

18.25%

17.28%

+0.97%

Volatility (6M)

Calculated over the trailing 6-month period

38.56%

35.61%

+2.95%

Volatility (1Y)

Calculated over the trailing 1-year period

46.16%

43.15%

+3.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

36.44%

32.19%

+4.25%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.32%

32.80%

+4.52%