RYWCX vs. RYTIX
RYWCX (Rydex S&P SmallCap 600 Pure Growth Fund) and RYTIX (Rydex Technology Fund) are both mutual funds - RYWCX is a Small Cap Growth Equities fund managed by Rydex Funds, while RYTIX is a Technology Equities fund managed by Rydex Funds. Over the past 10 years, RYWCX returned 7.33%/yr vs 21.13%/yr for RYTIX. Their 0.79 correlation means they have sometimes moved together and sometimes differently. RYWCX charges 2.26%/yr vs 1.36%/yr for RYTIX.
Performance
RYWCX vs. RYTIX - Performance Comparison
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Returns By Period
In the year-to-date period, RYWCX achieves a 25.73% return, which is significantly higher than RYTIX's 23.01% return. Over the past 10 years, RYWCX has underperformed RYTIX with an annualized return of 7.33%, while RYTIX has yielded a comparatively higher 21.13% annualized return.
RYWCX
- 1D
- 2.25%
- 1M
- -3.49%
- 6M
- 19.44%
- YTD
- 25.73%
- 1Y
- 34.86%
- 3Y*
- 14.11%
- 5Y*
- 3.50%
- 10Y*
- 7.33%
- ALL TIME*
- 6.75%
RYTIX
- 1D
- 3.88%
- 1M
- -3.17%
- 6M
- 21.86%
- YTD
- 23.01%
- 1Y
- 39.91%
- 3Y*
- 29.20%
- 5Y*
- 15.06%
- 10Y*
- 21.13%
- ALL TIME*
- 8.49%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
RYWCX vs. RYTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RYWCX Rydex S&P SmallCap 600 Pure Growth Fund | 25.73% | 7.76% | 7.20% | 17.03% | -30.33% | 16.37% | 15.23% | 11.58% | -9.55% | 15.23% |
RYTIX Rydex Technology Fund | 23.01% | 26.48% | 30.01% | 49.59% | -36.18% | 20.94% | 49.87% | 40.81% | -1.07% | 33.07% |
Correlation
The correlation between RYWCX and RYTIX is 0.66, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.66 |
Correlation (3Y) Balances recent behavior with more history. | 0.67 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.74 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.73 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2005 | 0.79 |
The correlation between RYWCX and RYTIX shifts across timeframes, from 0.66 (1 year) to 0.79 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
RYWCX vs. RYTIX — Risk / Return Rank
RYWCX
RYTIX
RYWCX vs. RYTIX - 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 Rydex Technology Fund (RYTIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RYWCX | RYTIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.30 | ||
| Sortino ratioReturn per unit of downside risk | +0.68 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.23 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 3.77 | 2.30 | +1.48 |
| Martin ratioReturn relative to average drawdown | 11.60 | 6.29 | +5.31 |
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Drawdowns
RYWCX vs. RYTIX - Drawdown Comparison
The maximum RYWCX drawdown since its inception was -60.64%, smaller than the maximum RYTIX drawdown of -84.00%. Use the drawdown chart below to compare losses from any high point for RYWCX and RYTIX.
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Drawdown Indicators
| RYWCX | RYTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.64% | -84.00% | +23.36% |
Max Drawdown (1Y)Largest decline over 1 year | -8.49% | -15.67% | +7.18% |
Max Drawdown (3Y)Largest decline over 3 years | -26.39% | -27.91% | +1.52% |
Max Drawdown (5Y)Largest decline over 5 years | -40.28% | -42.75% | +2.47% |
Max Drawdown (10Y)Largest decline over 10 years | -54.65% | -42.75% | -11.90% |
Current DrawdownCurrent decline from peak | -5.02% | -12.18% | +7.16% |
Average DrawdownAverage peak-to-trough decline | -13.37% | -40.01% | +26.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.76% | 5.71% | -2.95% |
Volatility
RYWCX vs. RYTIX - Volatility Comparison
The current volatility for Rydex S&P SmallCap 600 Pure Growth Fund (RYWCX) is 5.65%, while Rydex Technology Fund (RYTIX) has a volatility of 8.26%. This indicates that RYWCX experiences smaller price fluctuations and is considered to be less risky than RYTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RYWCX | RYTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.65% | 8.26% | -2.61% |
Volatility (6M)Calculated over the trailing 6-month period | 14.48% | 21.66% | -7.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.97% | 25.95% | -6.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.92% | 27.34% | -4.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.72% | 25.54% | -0.82% |
RYWCX vs. RYTIX - Expense Ratio Comparison
RYWCX has a 2.26% expense ratio, which is higher than RYTIX's 1.36% expense ratio.
Dividends
RYWCX vs. RYTIX - Dividend Comparison
RYWCX has not paid dividends to shareholders, while RYTIX's dividend yield for the trailing twelve months is around 0.84%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
RYTIX Rydex Technology Fund | 0.84% | 1.03% | 9.00% | 2.46% | 5.17% | 7.24% | 1.62% | 0.92% | 5.39% | 1.35% |
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% |
Frequently Asked Questions
RYWCX and RYTIX have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RYTIX has higher volatility (8.26%) compared to RYWCX (5.65%). In terms of maximum drawdown, RYWCX dropped -60.64% vs RYTIX's -84.00%.
RYWCX currently has the higher Sharpe Ratio (1.69 vs 1.39), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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