RYSOX vs. UPRO

In the year-to-date period, RYSOX achieves a -1.49% return, which is significantly higher than UPRO's -14.15% return. Over the past 10 years, RYSOX has underperformed UPRO with an annualized return of 10.77%, while UPRO has yielded a comparatively higher 21.04% annualized return.

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RYSOX has a 1.56% expense ratio, which is higher than UPRO's 0.92% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Rydex S&P 500 Fund (RYSOX) and ProShares UltraPro S&P 500 (UPRO). 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 higher than the UPRO Sharpe Ratio of 0.17. The chart below compares the historical Sharpe Ratios of RYSOX and UPRO, 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 UPRO's 1.17% yield.

The maximum RYSOX drawdown since its inception was -55.24%, smaller than the maximum UPRO drawdown of -76.82%. Use the drawdown chart below to compare losses from any high point for RYSOX and UPRO.

The current volatility for Rydex S&P 500 Fund (RYSOX) is 4.38%, while ProShares UltraPro S&P 500 (UPRO) has a volatility of 13.04%. This indicates that RYSOX experiences smaller price fluctuations and is considered to be less risky than UPRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.