RYVYX vs. 3USL.L
Compare and contrast key facts about Rydex NASDAQ-100 2x Strategy Fund (RYVYX) and WisdomTree S&P 500 3x Daily Leveraged GB (3USL.L).
RYVYX is managed by Rydex Funds. It was launched on May 23, 2000. 3USL.L is a passively managed fund by WisdomTree that tracks the performance of the S&P 500 Net Total Returns Index. It was launched on Dec 13, 2012.
Performance
RYVYX vs. 3USL.L - Performance Comparison
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RYVYX vs. 3USL.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RYVYX Rydex NASDAQ-100 2x Strategy Fund | -13.44% | 29.54% | 49.77% | 116.15% | -60.57% | 46.61% | 88.38% | 80.70% | -9.20% | 68.67% |
3USL.L WisdomTree S&P 500 3x Daily Leveraged GB | -15.66% | 28.97% | 64.00% | 70.49% | -57.35% | 101.77% | 7.89% | 97.98% | -27.34% | 69.34% |
Returns By Period
In the year-to-date period, RYVYX achieves a -13.44% return, which is significantly higher than 3USL.L's -15.66% return. Over the past 10 years, RYVYX has outperformed 3USL.L with an annualized return of 28.64%, while 3USL.L has yielded a comparatively lower 24.35% annualized return.
RYVYX
- 1D
- 6.82%
- 1M
- -10.46%
- YTD
- -13.44%
- 6M
- -12.22%
- 1Y
- 34.50%
- 3Y*
- 36.88%
- 5Y*
- 14.83%
- 10Y*
- 28.64%
3USL.L
- 1D
- 7.30%
- 1M
- -12.24%
- YTD
- -15.66%
- 6M
- -10.89%
- 1Y
- 32.90%
- 3Y*
- 37.69%
- 5Y*
- 16.51%
- 10Y*
- 24.35%
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RYVYX vs. 3USL.L - Expense Ratio Comparison
RYVYX has a 1.87% expense ratio, which is higher than 3USL.L's 0.75% expense ratio.
Return for Risk
RYVYX vs. 3USL.L — Risk / Return Rank
RYVYX
3USL.L
RYVYX vs. 3USL.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rydex NASDAQ-100 2x Strategy Fund (RYVYX) and WisdomTree S&P 500 3x Daily Leveraged GB (3USL.L). 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.
| RYVYX | 3USL.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.70 | +0.11 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.22 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.17 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 1.23 | +0.21 |
Martin ratioReturn relative to average drawdown | 4.72 | 4.62 | +0.10 |
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
| RYVYX | 3USL.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 0.70 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.35 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.50 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.52 | -0.25 |
Correlation
The correlation between RYVYX and 3USL.L is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
RYVYX vs. 3USL.L - Dividend Comparison
RYVYX's dividend yield for the trailing twelve months is around 8.27%, while 3USL.L has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RYVYX Rydex NASDAQ-100 2x Strategy Fund | 8.27% | 7.16% | 11.52% | 0.00% | 0.00% | 1.23% | 8.91% | 5.19% | 0.00% | 14.19% | 1.63% | 21.29% |
3USL.L WisdomTree S&P 500 3x Daily Leveraged GB | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
RYVYX vs. 3USL.L - Drawdown Comparison
The maximum RYVYX drawdown since its inception was -95.57%, which is greater than 3USL.L's maximum drawdown of -76.72%. Use the drawdown chart below to compare losses from any high point for RYVYX and 3USL.L.
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Drawdown Indicators
| RYVYX | 3USL.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.57% | -76.72% | -18.85% |
Max Drawdown (1Y)Largest decline over 1 year | -25.39% | -32.44% | +7.05% |
Max Drawdown (5Y)Largest decline over 5 years | -65.38% | -63.47% | -1.91% |
Max Drawdown (10Y)Largest decline over 10 years | -65.38% | -76.72% | +11.34% |
Current DrawdownCurrent decline from peak | -20.30% | -18.28% | -2.02% |
Average DrawdownAverage peak-to-trough decline | -49.48% | -15.41% | -34.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.75% | 6.71% | +1.04% |
Volatility
RYVYX vs. 3USL.L - Volatility Comparison
The current volatility for Rydex NASDAQ-100 2x Strategy Fund (RYVYX) is 13.13%, while WisdomTree S&P 500 3x Daily Leveraged GB (3USL.L) has a volatility of 14.11%. This indicates that RYVYX experiences smaller price fluctuations and is considered to be less risky than 3USL.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RYVYX | 3USL.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.13% | 14.11% | -0.98% |
Volatility (6M)Calculated over the trailing 6-month period | 25.75% | 25.68% | +0.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 45.31% | 46.72% | -1.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 45.14% | 47.31% | -2.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 44.91% | 48.37% | -3.46% |