RYRIX vs. KR

In the year-to-date period, RYRIX achieves a -1.83% return, which is significantly lower than KR's 18.01% return. Over the past 10 years, RYRIX has underperformed KR with an annualized return of 7.51%, while KR has yielded a comparatively higher 11.26% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Rydex Retailing Fund (RYRIX) and The Kroger Co. (KR). 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.

The current RYRIX Sharpe Ratio is 0.40, which is lower than the KR Sharpe Ratio of 1.41. The chart below compares the historical Sharpe Ratios of RYRIX and KR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

RYRIX has not paid dividends to shareholders, while KR's dividend yield for the trailing twelve months is around 1.74%.

The maximum RYRIX drawdown since its inception was -58.26%, smaller than the maximum KR drawdown of -74.33%. Use the drawdown chart below to compare losses from any high point for RYRIX and KR. For additional features, visit the drawdowns tool.

Rydex Retailing Fund (RYRIX) has a higher volatility of 10.14% compared to The Kroger Co. (KR) at 6.35%. This indicates that RYRIX's price experiences larger fluctuations and is considered to be riskier than KR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.