RYSOX vs. INDEX

In the year-to-date period, RYSOX achieves a -1.49% return, which is significantly lower than INDEX's -0.94% return. Over the past 10 years, RYSOX has outperformed INDEX with an annualized return of 10.77%, while INDEX has yielded a comparatively lower 9.51% annualized return.

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RYSOX has a 1.56% expense ratio, which is higher than INDEX's 0.25% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Rydex S&P 500 Fund (RYSOX) and Index Funds S&P 500 Equal Weight (INDEX). 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 RYSOX Sharpe Ratio is 0.50, which is comparable to the INDEX Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of RYSOX and INDEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

RYSOX's dividend yield for the trailing twelve months is around 1.10%, less than INDEX's 1.99% yield.

The maximum RYSOX drawdown since its inception was -55.24%, which is greater than INDEX's maximum drawdown of -38.82%. Use the drawdown chart below to compare losses from any high point for RYSOX and INDEX.

Rydex S&P 500 Fund (RYSOX) and Index Funds S&P 500 Equal Weight (INDEX) have volatilities of 4.38% and 4.41%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.