SHPIX vs. RYVNX
Compare and contrast key facts about ProFunds Short Small Cap ProFund (SHPIX) and Rydex Inverse NASDAQ-100 2x Strategy Fund (RYVNX).
SHPIX is managed by ProFunds. It was launched on Apr 30, 2002. RYVNX is managed by Rydex Funds. It was launched on May 22, 2000.
Performance
SHPIX vs. RYVNX - Performance Comparison
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SHPIX vs. RYVNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SHPIX ProFunds Short Small Cap ProFund | 2.74% | -9.61% | -8.36% | -11.01% | 16.39% | -19.78% | -31.60% | -20.89% | 9.96% | -14.49% |
RYVNX Rydex Inverse NASDAQ-100 2x Strategy Fund | 21.11% | -35.24% | -34.30% | -57.09% | 65.14% | -45.41% | -69.71% | -50.05% | -9.71% | -44.28% |
Returns By Period
In the year-to-date period, SHPIX achieves a 2.74% return, which is significantly lower than RYVNX's 21.11% return. Over the past 10 years, SHPIX has outperformed RYVNX with an annualized return of -11.86%, while RYVNX has yielded a comparatively lower -35.53% annualized return.
SHPIX
- 1D
- 1.48%
- 1M
- 8.78%
- YTD
- 2.74%
- 6M
- 1.16%
- 1Y
- -16.75%
- 3Y*
- -8.22%
- 5Y*
- -3.92%
- 10Y*
- -11.86%
RYVNX
- 1D
- 1.54%
- 1M
- 17.79%
- YTD
- 21.11%
- 6M
- 15.51%
- 1Y
- -33.38%
- 3Y*
- -31.18%
- 5Y*
- -26.34%
- 10Y*
- -35.53%
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SHPIX vs. RYVNX - Expense Ratio Comparison
SHPIX has a 1.78% expense ratio, which is lower than RYVNX's 2.49% expense ratio.
Return for Risk
SHPIX vs. RYVNX — Risk / Return Rank
SHPIX
RYVNX
SHPIX vs. RYVNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds Short Small Cap ProFund (SHPIX) and Rydex Inverse NASDAQ-100 2x Strategy Fund (RYVNX). 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.
| SHPIX | RYVNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.71 | -0.74 | +0.04 |
Sortino ratioReturn per unit of downside risk | -0.90 | -0.89 | -0.01 |
Omega ratioGain probability vs. loss probability | 0.89 | 0.87 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | -0.42 | -0.51 | +0.09 |
Martin ratioReturn relative to average drawdown | -0.57 | -0.60 | +0.03 |
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
| SHPIX | RYVNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.71 | -0.74 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | -0.59 | +0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.09 | -0.79 | +0.71 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.15 | -0.60 | +0.45 |
Correlation
The correlation between SHPIX and RYVNX 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
SHPIX vs. RYVNX - Dividend Comparison
SHPIX's dividend yield for the trailing twelve months is around 14.75%, more than RYVNX's 8.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
SHPIX ProFunds Short Small Cap ProFund | 14.75% | 5.70% | 0.00% | 17.01% | 0.00% | 0.00% | 0.00% | 0.85% |
RYVNX Rydex Inverse NASDAQ-100 2x Strategy Fund | 8.77% | 10.62% | 6.03% | 4.56% | 0.00% | 0.00% | 0.25% | 0.03% |
Drawdowns
SHPIX vs. RYVNX - Drawdown Comparison
The maximum SHPIX drawdown since its inception was -99.27%, roughly equal to the maximum RYVNX drawdown of -100.00%. Use the drawdown chart below to compare losses from any high point for SHPIX and RYVNX.
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Drawdown Indicators
| SHPIX | RYVNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.27% | -100.00% | +0.73% |
Max Drawdown (1Y)Largest decline over 1 year | -34.74% | -58.82% | +24.08% |
Max Drawdown (5Y)Largest decline over 5 years | -83.16% | -84.44% | +1.28% |
Max Drawdown (10Y)Largest decline over 10 years | -93.19% | -99.16% | +5.97% |
Current DrawdownCurrent decline from peak | -97.02% | -99.99% | +2.97% |
Average DrawdownAverage peak-to-trough decline | -77.77% | -89.49% | +11.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 25.32% | 49.21% | -23.89% |
Volatility
SHPIX vs. RYVNX - Volatility Comparison
The current volatility for ProFunds Short Small Cap ProFund (SHPIX) is 6.54%, while Rydex Inverse NASDAQ-100 2x Strategy Fund (RYVNX) has a volatility of 10.66%. This indicates that SHPIX experiences smaller price fluctuations and is considered to be less risky than RYVNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SHPIX | RYVNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.54% | 10.66% | -4.12% |
Volatility (6M)Calculated over the trailing 6-month period | 14.07% | 24.61% | -10.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.12% | 45.06% | -21.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 193.64% | 45.09% | +148.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 137.90% | 44.94% | +92.96% |