RYURX vs. UWPIX
Compare and contrast key facts about Rydex Inverse S&P 500 Strategy Fund (RYURX) and ProFunds UltraShort Dow 30 Fund (UWPIX).
RYURX is managed by Rydex Funds. It was launched on Jan 6, 1994. UWPIX is managed by ProFunds. It was launched on Jul 21, 2004.
Performance
RYURX vs. UWPIX - Performance Comparison
Loading graphics...
RYURX vs. UWPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RYURX Rydex Inverse S&P 500 Strategy Fund | 8.78% | -82.28% | -13.04% | -14.56% | 17.56% | -24.19% | -24.90% | -22.65% | 4.33% | -17.38% |
UWPIX ProFunds UltraShort Dow 30 Fund | 13.09% | -23.48% | -20.75% | -18.56% | 5.91% | -35.49% | -86.42% | -36.17% | 1.45% | -39.01% |
Returns By Period
In the year-to-date period, RYURX achieves a 8.78% return, which is significantly lower than UWPIX's 13.09% return. Over the past 10 years, RYURX has outperformed UWPIX with an annualized return of -24.82%, while UWPIX has yielded a comparatively lower -34.09% annualized return.
RYURX
- 1D
- 0.42%
- 1M
- 8.50%
- YTD
- 8.78%
- 6M
- 7.52%
- 1Y
- -9.01%
- 3Y*
- -46.66%
- 5Y*
- -32.84%
- 10Y*
- -24.82%
UWPIX
- 1D
- -0.20%
- 1M
- 17.19%
- YTD
- 13.09%
- 6M
- 6.29%
- 1Y
- -16.23%
- 3Y*
- -17.53%
- 5Y*
- -14.59%
- 10Y*
- -34.09%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
RYURX vs. UWPIX - Expense Ratio Comparison
RYURX has a 1.49% expense ratio, which is lower than UWPIX's 1.78% expense ratio.
Return for Risk
RYURX vs. UWPIX — Risk / Return Rank
RYURX
UWPIX
RYURX vs. UWPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rydex Inverse S&P 500 Strategy Fund (RYURX) and ProFunds UltraShort Dow 30 Fund (UWPIX). 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.
| RYURX | UWPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.53 | -0.52 | 0.00 |
Sortino ratioReturn per unit of downside risk | -0.63 | -0.54 | -0.09 |
Omega ratioGain probability vs. loss probability | 0.91 | 0.92 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | -0.29 | -0.34 | +0.05 |
Martin ratioReturn relative to average drawdown | -0.35 | -0.45 | +0.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| RYURX | UWPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.53 | -0.52 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.83 | -0.49 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.80 | -0.81 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.16 | -0.03 | -0.12 |
Correlation
The correlation between RYURX and UWPIX is 0.93, 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
RYURX vs. UWPIX - Dividend Comparison
RYURX's dividend yield for the trailing twelve months is around 3.51%, less than UWPIX's 3.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
RYURX Rydex Inverse S&P 500 Strategy Fund | 3.51% | 3.82% | 6.78% | 2.79% | 0.00% | 0.00% | 0.42% | 0.86% |
UWPIX ProFunds UltraShort Dow 30 Fund | 3.99% | 4.51% | 0.00% | 2.28% | 0.00% | 0.00% | 0.00% | 0.35% |
Drawdowns
RYURX vs. UWPIX - Drawdown Comparison
The maximum RYURX drawdown since its inception was -99.29%, roughly equal to the maximum UWPIX drawdown of -99.94%. Use the drawdown chart below to compare losses from any high point for RYURX and UWPIX.
Loading graphics...
Drawdown Indicators
| RYURX | UWPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.29% | -99.94% | +0.65% |
Max Drawdown (1Y)Largest decline over 1 year | -26.57% | -44.72% | +18.15% |
Max Drawdown (5Y)Largest decline over 5 years | -87.96% | -66.61% | -21.35% |
Max Drawdown (10Y)Largest decline over 10 years | -94.92% | -98.80% | +3.88% |
Current DrawdownCurrent decline from peak | -99.22% | -99.93% | +0.71% |
Average DrawdownAverage peak-to-trough decline | -68.88% | -77.55% | +8.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 21.78% | 33.81% | -12.03% |
Volatility
RYURX vs. UWPIX - Volatility Comparison
The current volatility for Rydex Inverse S&P 500 Strategy Fund (RYURX) is 4.20%, while ProFunds UltraShort Dow 30 Fund (UWPIX) has a volatility of 7.90%. This indicates that RYURX experiences smaller price fluctuations and is considered to be less risky than UWPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| RYURX | UWPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.20% | 7.90% | -3.70% |
Volatility (6M)Calculated over the trailing 6-month period | 8.98% | 17.82% | -8.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.07% | 34.23% | -16.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.61% | 29.76% | +9.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.08% | 42.18% | -11.10% |