RYWCX vs. ANOIX
Compare and contrast key facts about Rydex S&P SmallCap 600 Pure Growth Fund (RYWCX) and American Century Small Cap Growth Fund (ANOIX).
RYWCX is managed by Rydex Funds. It was launched on Feb 20, 2004. ANOIX is managed by American Century. It was launched on Jun 1, 2001.
Performance
RYWCX vs. ANOIX - Performance Comparison
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RYWCX vs. ANOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RYWCX Rydex S&P SmallCap 600 Pure Growth Fund | 5.56% | 7.76% | 7.20% | 17.03% | -30.33% | 16.37% | 15.23% | 11.58% | -9.55% | 15.23% |
ANOIX American Century Small Cap Growth Fund | -2.44% | 9.00% | 14.90% | 17.13% | -26.41% | 7.80% | 51.07% | 36.75% | -4.84% | 25.83% |
Returns By Period
In the year-to-date period, RYWCX achieves a 5.56% return, which is significantly higher than ANOIX's -2.44% return. Over the past 10 years, RYWCX has underperformed ANOIX with an annualized return of 6.40%, while ANOIX has yielded a comparatively higher 12.78% annualized return.
RYWCX
- 1D
- 0.99%
- 1M
- -1.84%
- YTD
- 5.56%
- 6M
- 4.83%
- 1Y
- 19.13%
- 3Y*
- 12.00%
- 5Y*
- 0.01%
- 10Y*
- 6.40%
ANOIX
- 1D
- 0.81%
- 1M
- -4.12%
- YTD
- -2.44%
- 6M
- -0.23%
- 1Y
- 14.00%
- 3Y*
- 9.85%
- 5Y*
- 1.84%
- 10Y*
- 12.78%
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RYWCX vs. ANOIX - Expense Ratio Comparison
RYWCX has a 2.26% expense ratio, which is higher than ANOIX's 1.17% expense ratio.
Return for Risk
RYWCX vs. ANOIX — Risk / Return Rank
RYWCX
ANOIX
RYWCX vs. ANOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rydex S&P SmallCap 600 Pure Growth Fund (RYWCX) and American Century Small Cap Growth Fund (ANOIX). 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.
| RYWCX | ANOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 0.67 | +0.27 |
Sortino ratioReturn per unit of downside risk | 1.48 | 1.11 | +0.37 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.14 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 1.15 | +0.40 |
Martin ratioReturn relative to average drawdown | 6.45 | 4.26 | +2.19 |
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
| RYWCX | ANOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 0.67 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.08 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | 0.55 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.40 | -0.16 |
Correlation
The correlation between RYWCX and ANOIX is 0.94, 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
RYWCX vs. ANOIX - Dividend Comparison
RYWCX has not paid dividends to shareholders, while ANOIX's dividend yield for the trailing twelve months is around 7.79%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RYWCX Rydex S&P SmallCap 600 Pure Growth Fund | 0.00% | 0.00% | 14.52% | 0.00% | 0.00% | 59.93% | 0.00% | 0.00% | 9.26% | 3.92% |
ANOIX American Century Small Cap Growth Fund | 7.79% | 7.60% | 0.11% | 0.00% | 0.00% | 21.29% | 11.07% | 5.50% | 16.59% | 3.93% |
Drawdowns
RYWCX vs. ANOIX - Drawdown Comparison
The maximum RYWCX drawdown since its inception was -60.64%, roughly equal to the maximum ANOIX drawdown of -59.47%. Use the drawdown chart below to compare losses from any high point for RYWCX and ANOIX.
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Drawdown Indicators
| RYWCX | ANOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.64% | -59.47% | -1.17% |
Max Drawdown (1Y)Largest decline over 1 year | -8.49% | -12.49% | +4.00% |
Max Drawdown (5Y)Largest decline over 5 years | -40.28% | -37.15% | -3.13% |
Max Drawdown (10Y)Largest decline over 10 years | -54.65% | -39.07% | -15.58% |
Current DrawdownCurrent decline from peak | -8.02% | -7.79% | -0.23% |
Average DrawdownAverage peak-to-trough decline | -13.54% | -12.06% | -1.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.26% | 3.75% | -0.49% |
Volatility
RYWCX vs. ANOIX - Volatility Comparison
The current volatility for Rydex S&P SmallCap 600 Pure Growth Fund (RYWCX) is 8.13%, while American Century Small Cap Growth Fund (ANOIX) has a volatility of 8.92%. This indicates that RYWCX experiences smaller price fluctuations and is considered to be less risky than ANOIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RYWCX | ANOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.13% | 8.92% | -0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 13.78% | 15.15% | -1.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.53% | 23.93% | -1.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.96% | 22.85% | +0.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.69% | 23.23% | +1.46% |