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RYVYX vs. RYLIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RYVYX vs. RYLIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Rydex NASDAQ-100 2x Strategy Fund (RYVYX) and Rydex Leisure Fund (RYLIX). The values are adjusted to include any dividend payments, if applicable.

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RYVYX vs. RYLIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RYVYX
Rydex NASDAQ-100 2x Strategy Fund
-18.97%29.54%49.77%116.15%-60.57%46.61%88.38%80.70%-9.20%68.67%
RYLIX
Rydex Leisure Fund
-9.54%8.99%17.03%22.86%-26.98%0.91%21.26%29.89%-13.22%20.52%

Returns By Period

In the year-to-date period, RYVYX achieves a -18.97% return, which is significantly lower than RYLIX's -9.54% return. Over the past 10 years, RYVYX has outperformed RYLIX with an annualized return of 27.79%, while RYLIX has yielded a comparatively lower 6.14% annualized return.


RYVYX

1D
-1.54%
1M
-15.96%
YTD
-18.97%
6M
-17.04%
1Y
27.94%
3Y*
33.91%
5Y*
14.13%
10Y*
27.79%

RYLIX

1D
0.35%
1M
-9.29%
YTD
-9.54%
6M
-12.09%
1Y
0.29%
3Y*
7.84%
5Y*
-0.78%
10Y*
6.14%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RYVYX vs. RYLIX - Expense Ratio Comparison

RYVYX has a 1.87% expense ratio, which is higher than RYLIX's 1.39% expense ratio.


Return for Risk

RYVYX vs. RYLIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RYVYX
RYVYX Risk / Return Rank: 3131
Overall Rank
RYVYX Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
RYVYX Sortino Ratio Rank: 3636
Sortino Ratio Rank
RYVYX Omega Ratio Rank: 3535
Omega Ratio Rank
RYVYX Calmar Ratio Rank: 3030
Calmar Ratio Rank
RYVYX Martin Ratio Rank: 2626
Martin Ratio Rank

RYLIX
RYLIX Risk / Return Rank: 55
Overall Rank
RYLIX Sharpe Ratio Rank: 55
Sharpe Ratio Rank
RYLIX Sortino Ratio Rank: 55
Sortino Ratio Rank
RYLIX Omega Ratio Rank: 55
Omega Ratio Rank
RYLIX Calmar Ratio Rank: 44
Calmar Ratio Rank
RYLIX Martin Ratio Rank: 44
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RYVYX vs. RYLIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Rydex NASDAQ-100 2x Strategy Fund (RYVYX) and Rydex Leisure Fund (RYLIX). 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.


RYVYXRYLIXDifference

Sharpe ratio

Return per unit of total volatility

0.62

0.03

+0.59

Sortino ratio

Return per unit of downside risk

1.17

0.18

+0.99

Omega ratio

Gain probability vs. loss probability

1.17

1.02

+0.14

Calmar ratio

Return relative to maximum drawdown

0.83

-0.15

+0.98

Martin ratio

Return relative to average drawdown

2.76

-0.40

+3.16

RYVYX vs. RYLIX - Sharpe Ratio Comparison

The current RYVYX Sharpe Ratio is 0.62, which is higher than the RYLIX Sharpe Ratio of 0.03. The chart below compares the historical Sharpe Ratios of RYVYX and RYLIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


RYVYXRYLIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.62

0.03

+0.59

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.32

-0.04

+0.36

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.62

0.31

+0.31

Sharpe Ratio (All Time)

Calculated using the full available price history

0.26

0.22

+0.04

Correlation

The correlation between RYVYX and RYLIX is 0.77, 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

RYVYX vs. RYLIX - Dividend Comparison

RYVYX's dividend yield for the trailing twelve months is around 8.84%, more than RYLIX's 0.06% yield.


TTM20252024202320222021202020192018201720162015
RYVYX
Rydex NASDAQ-100 2x Strategy Fund
8.84%7.16%11.52%0.00%0.00%1.23%8.91%5.19%0.00%14.19%1.63%21.29%
RYLIX
Rydex Leisure Fund
0.06%0.06%0.43%0.06%0.00%6.14%0.00%0.24%8.04%6.23%0.49%0.72%

Drawdowns

RYVYX vs. RYLIX - Drawdown Comparison

The maximum RYVYX drawdown since its inception was -95.57%, which is greater than RYLIX's maximum drawdown of -68.20%. Use the drawdown chart below to compare losses from any high point for RYVYX and RYLIX.


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Drawdown Indicators


RYVYXRYLIXDifference

Max Drawdown

Largest peak-to-trough decline

-95.57%

-68.20%

-27.37%

Max Drawdown (1Y)

Largest decline over 1 year

-25.39%

-14.04%

-11.35%

Max Drawdown (5Y)

Largest decline over 5 years

-65.38%

-40.24%

-25.14%

Max Drawdown (10Y)

Largest decline over 10 years

-65.38%

-42.27%

-23.11%

Current Drawdown

Current decline from peak

-25.39%

-13.74%

-11.65%

Average Drawdown

Average peak-to-trough decline

-49.49%

-16.42%

-33.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.64%

5.26%

+2.38%

Volatility

RYVYX vs. RYLIX - Volatility Comparison

Rydex NASDAQ-100 2x Strategy Fund (RYVYX) has a higher volatility of 10.85% compared to Rydex Leisure Fund (RYLIX) at 4.37%. This indicates that RYVYX's price experiences larger fluctuations and is considered to be riskier than RYLIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RYVYXRYLIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.85%

4.37%

+6.48%

Volatility (6M)

Calculated over the trailing 6-month period

24.87%

10.37%

+14.50%

Volatility (1Y)

Calculated over the trailing 1-year period

44.91%

18.86%

+26.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

45.06%

19.87%

+25.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

44.87%

20.00%

+24.87%