RYTNX vs. RMQAX

The year-to-date returns for both stocks are quite close, with RYTNX having a -11.08% return and RMQAX slightly lower at -11.46%. Over the past 10 years, RYTNX has underperformed RMQAX with an annualized return of 14.93%, while RMQAX has yielded a comparatively higher 23.85% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

RYTNX has a 1.82% expense ratio, which is higher than RMQAX's 1.32% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Rydex S&P 500 2x Strategy Fund (RYTNX) and Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fund (RMQAX). 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 RYTNX Sharpe Ratio is 0.09, which is higher than the RMQAX Sharpe Ratio of -0.15. The chart below compares the historical Sharpe Ratios of RYTNX and RMQAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

RYTNX's dividend yield for the trailing twelve months is around 0.41%, more than RMQAX's 0.35% yield.

The maximum RYTNX drawdown since its inception was -89.80%, which is greater than RMQAX's maximum drawdown of -63.96%. Use the drawdown chart below to compare losses from any high point for RYTNX and RMQAX. For additional features, visit the drawdowns tool.

The current volatility for Rydex S&P 500 2x Strategy Fund (RYTNX) is 13.77%, while Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fund (RMQAX) has a volatility of 17.06%. This indicates that RYTNX experiences smaller price fluctuations and is considered to be less risky than RMQAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.