RYTPX vs. PSTIX
Compare and contrast key facts about Rydex Inverse S&P 500 2x Strategy Fund (RYTPX) and PIMCO StocksPLUS Short Fund (PSTIX).
RYTPX is managed by Rydex Funds. It was launched on May 18, 2000. PSTIX is managed by PIMCO. It was launched on Jul 22, 2003.
Performance
RYTPX vs. PSTIX - Performance Comparison
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RYTPX vs. PSTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RYTPX Rydex Inverse S&P 500 2x Strategy Fund | 16.72% | -27.24% | -29.24% | -31.96% | 29.31% | -43.38% | -50.05% | -41.84% | 4.42% | -32.54% |
PSTIX PIMCO StocksPLUS Short Fund | 8.22% | -8.24% | -11.28% | -11.01% | 17.41% | -60.95% | -20.83% | -20.27% | 5.21% | -14.04% |
Returns By Period
In the year-to-date period, RYTPX achieves a 16.72% return, which is significantly higher than PSTIX's 8.22% return. Both investments have delivered pretty close results over the past 10 years, with RYTPX having a -15.00% annualized return and PSTIX not far behind at -15.10%.
RYTPX
- 1D
- 0.78%
- 1M
- 16.95%
- YTD
- 16.72%
- 6M
- 12.84%
- 1Y
- -22.90%
- 3Y*
- -22.33%
- 5Y*
- -19.19%
- 10Y*
- -15.00%
PSTIX
- 1D
- 0.42%
- 1M
- 7.56%
- YTD
- 8.22%
- 6M
- 8.22%
- 1Y
- -7.42%
- 3Y*
- -6.58%
- 5Y*
- -5.33%
- 10Y*
- -15.10%
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RYTPX vs. PSTIX - Expense Ratio Comparison
RYTPX has a 2.16% expense ratio, which is higher than PSTIX's 0.64% expense ratio.
Return for Risk
RYTPX vs. PSTIX — Risk / Return Rank
RYTPX
PSTIX
RYTPX vs. PSTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rydex Inverse S&P 500 2x Strategy Fund (RYTPX) and PIMCO StocksPLUS Short Fund (PSTIX). 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.
| RYTPX | PSTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.66 | -0.45 | -0.21 |
Sortino ratioReturn per unit of downside risk | -0.77 | -0.51 | -0.27 |
Omega ratioGain probability vs. loss probability | 0.89 | 0.92 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | -0.42 | -0.23 | -0.19 |
Martin ratioReturn relative to average drawdown | -0.50 | -0.28 | -0.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RYTPX | PSTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.66 | -0.45 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.57 | -0.33 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.03 | -0.64 | +0.60 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.05 | -0.53 | +0.48 |
Correlation
The correlation between RYTPX and PSTIX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
RYTPX vs. PSTIX - Dividend Comparison
RYTPX's dividend yield for the trailing twelve months is around 4.41%, while PSTIX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RYTPX Rydex Inverse S&P 500 2x Strategy Fund | 4.41% | 5.15% | 6.90% | 3.35% | 0.00% | 0.00% | 0.00% | 0.23% | 0.00% | 0.00% | 0.00% | 0.00% |
PSTIX PIMCO StocksPLUS Short Fund | 0.00% | 0.00% | 0.00% | 4.09% | 1.16% | 1.35% | 5.06% | 1.23% | 1.26% | 1.68% | 0.00% | 3.57% |
Drawdowns
RYTPX vs. PSTIX - Drawdown Comparison
The maximum RYTPX drawdown since its inception was -99.91%, roughly equal to the maximum PSTIX drawdown of -97.01%. Use the drawdown chart below to compare losses from any high point for RYTPX and PSTIX.
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Drawdown Indicators
| RYTPX | PSTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.91% | -97.01% | -2.90% |
Max Drawdown (1Y)Largest decline over 1 year | -48.95% | -24.50% | -24.45% |
Max Drawdown (5Y)Largest decline over 5 years | -71.49% | -33.39% | -38.10% |
Max Drawdown (10Y)Largest decline over 10 years | -96.04% | -83.12% | -12.92% |
Current DrawdownCurrent decline from peak | -99.89% | -96.70% | -3.19% |
Average DrawdownAverage peak-to-trough decline | -82.21% | -67.75% | -14.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 40.96% | 20.25% | +20.71% |
Volatility
RYTPX vs. PSTIX - Volatility Comparison
Rydex Inverse S&P 500 2x Strategy Fund (RYTPX) has a higher volatility of 8.47% compared to PIMCO StocksPLUS Short Fund (PSTIX) at 4.10%. This indicates that RYTPX's price experiences larger fluctuations and is considered to be riskier than PSTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RYTPX | PSTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.47% | 4.10% | +4.37% |
Volatility (6M)Calculated over the trailing 6-month period | 18.00% | 8.82% | +9.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.19% | 17.85% | +18.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.67% | 16.46% | +17.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 436.49% | 23.74% | +412.75% |