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RYTIX vs. RYAIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RYTIX vs. RYAIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Rydex Technology Fund (RYTIX) and Rydex Inverse NASDAQ-100 Strategy Fund (RYAIX). The values are adjusted to include any dividend payments, if applicable.

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RYTIX vs. RYAIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RYTIX
Rydex Technology Fund
-10.83%26.48%30.01%49.59%-36.18%20.94%49.87%40.81%-1.07%33.07%
RYAIX
Rydex Inverse NASDAQ-100 Strategy Fund
10.70%-15.63%-15.64%-31.71%35.92%-24.88%-40.98%-27.65%-2.63%-24.47%

Returns By Period

In the year-to-date period, RYTIX achieves a -10.83% return, which is significantly lower than RYAIX's 10.70% return. Over the past 10 years, RYTIX has outperformed RYAIX with an annualized return of 18.06%, while RYAIX has yielded a comparatively lower -16.89% annualized return.


RYTIX

1D
-1.93%
1M
-8.85%
YTD
-10.83%
6M
-10.19%
1Y
25.80%
3Y*
22.40%
5Y*
10.45%
10Y*
18.06%

RYAIX

1D
0.78%
1M
8.79%
YTD
10.70%
6M
9.08%
1Y
-14.68%
3Y*
-13.58%
5Y*
-10.67%
10Y*
-16.89%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RYTIX vs. RYAIX - Expense Ratio Comparison

RYTIX has a 1.36% expense ratio, which is lower than RYAIX's 1.55% expense ratio.


Return for Risk

RYTIX vs. RYAIX — Risk / Return Rank

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

RYTIX
RYTIX Risk / Return Rank: 5050
Overall Rank
RYTIX Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
RYTIX Sortino Ratio Rank: 5151
Sortino Ratio Rank
RYTIX Omega Ratio Rank: 4747
Omega Ratio Rank
RYTIX Calmar Ratio Rank: 6060
Calmar Ratio Rank
RYTIX Martin Ratio Rank: 4646
Martin Ratio Rank

RYAIX
RYAIX Risk / Return Rank: 22
Overall Rank
RYAIX Sharpe Ratio Rank: 11
Sharpe Ratio Rank
RYAIX Sortino Ratio Rank: 11
Sortino Ratio Rank
RYAIX Omega Ratio Rank: 11
Omega Ratio Rank
RYAIX Calmar Ratio Rank: 22
Calmar Ratio Rank
RYAIX Martin Ratio Rank: 44
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.

RYTIX vs. RYAIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Rydex Technology Fund (RYTIX) and Rydex Inverse NASDAQ-100 Strategy Fund (RYAIX). 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.


RYTIXRYAIXDifference

Sharpe ratio

Return per unit of total volatility

0.90

-0.65

+1.55

Sortino ratio

Return per unit of downside risk

1.41

-0.79

+2.20

Omega ratio

Gain probability vs. loss probability

1.20

0.89

+0.31

Calmar ratio

Return relative to maximum drawdown

1.38

-0.36

+1.75

Martin ratio

Return relative to average drawdown

4.62

-0.45

+5.07

RYTIX vs. RYAIX - Sharpe Ratio Comparison

The current RYTIX Sharpe Ratio is 0.90, which is higher than the RYAIX Sharpe Ratio of -0.65. The chart below compares the historical Sharpe Ratios of RYTIX and RYAIX, 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


RYTIXRYAIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.90

-0.65

+1.55

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.40

-0.47

+0.87

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.72

-0.75

+1.47

Sharpe Ratio (All Time)

Calculated using the full available price history

0.26

-0.16

+0.42

Correlation

The correlation between RYTIX and RYAIX is -0.95. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Dividends

RYTIX vs. RYAIX - Dividend Comparison

RYTIX's dividend yield for the trailing twelve months is around 1.16%, less than RYAIX's 2.01% yield.


TTM202520242023202220212020201920182017
RYTIX
Rydex Technology Fund
1.16%1.03%9.00%2.46%5.17%7.24%1.62%0.92%5.39%1.35%
RYAIX
Rydex Inverse NASDAQ-100 Strategy Fund
2.01%2.23%5.67%4.81%0.00%0.00%0.09%0.72%0.00%0.00%

Drawdowns

RYTIX vs. RYAIX - Drawdown Comparison

The maximum RYTIX drawdown since its inception was -84.00%, smaller than the maximum RYAIX drawdown of -98.75%. Use the drawdown chart below to compare losses from any high point for RYTIX and RYAIX.


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Drawdown Indicators


RYTIXRYAIXDifference

Max Drawdown

Largest peak-to-trough decline

-84.00%

-98.75%

+14.75%

Max Drawdown (1Y)

Largest decline over 1 year

-15.67%

-33.93%

+18.26%

Max Drawdown (5Y)

Largest decline over 5 years

-42.75%

-54.73%

+11.98%

Max Drawdown (10Y)

Largest decline over 10 years

-42.75%

-87.23%

+44.48%

Current Drawdown

Current decline from peak

-15.67%

-98.56%

+82.89%

Average Drawdown

Average peak-to-trough decline

-40.44%

-73.13%

+32.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.69%

27.19%

-22.50%

Volatility

RYTIX vs. RYAIX - Volatility Comparison

Rydex Technology Fund (RYTIX) has a higher volatility of 7.61% compared to Rydex Inverse NASDAQ-100 Strategy Fund (RYAIX) at 5.34%. This indicates that RYTIX's price experiences larger fluctuations and is considered to be riskier than RYAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RYTIXRYAIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.61%

5.34%

+2.27%

Volatility (6M)

Calculated over the trailing 6-month period

17.15%

12.33%

+4.82%

Volatility (1Y)

Calculated over the trailing 1-year period

28.23%

22.52%

+5.71%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.46%

22.82%

+3.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.07%

22.58%

+2.49%