RYVVX vs. ULPIX

In the year-to-date period, RYVVX achieves a -0.26% return, which is significantly higher than ULPIX's -11.19% return. Over the past 10 years, RYVVX has underperformed ULPIX with an annualized return of 3.91%, while ULPIX has yielded a comparatively higher 16.84% annualized return.

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RYVVX has a 2.26% expense ratio, which is higher than ULPIX's 1.46% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Rydex S&P 500 Pure Value Fund (RYVVX) and ProFunds UltraBull Fund (ULPIX). 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 RYVVX Sharpe Ratio is 0.27, which is comparable to the ULPIX Sharpe Ratio of 0.21. The chart below compares the historical Sharpe Ratios of RYVVX and ULPIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

RYVVX's dividend yield for the trailing twelve months is around 1.16%, more than ULPIX's 0.72% yield.

The maximum RYVVX drawdown since its inception was -83.96%, smaller than the maximum ULPIX drawdown of -89.55%. Use the drawdown chart below to compare losses from any high point for RYVVX and ULPIX. For additional features, visit the drawdowns tool.

The current volatility for Rydex S&P 500 Pure Value Fund (RYVVX) is 5.77%, while ProFunds UltraBull Fund (ULPIX) has a volatility of 13.90%. This indicates that RYVVX experiences smaller price fluctuations and is considered to be less risky than ULPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.