Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RYIDX (Rydex Dynamic Fds Inverse Down 2X Strategy Fd) | -11.09% | -28.50% | -21.55% | -15.39% | -43.00% | -37.56% | -31.92% | … | … |
Data as of 06/03/2026, Common starting date is 09/02/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYIDX (Rydex Dynamic Fds Inverse Down 2X Strategy Fd) | 09/02/2004 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.13 | -28.50 | -21.55 | -15.39 | -43.00 | -37.56 | -31.92 | … | … | -11.09 | -21.53 | -16.34 | -18.46 | 6.30 | -35.83 | -96.33 | -37.61 | 4.02 | -39.15 | -29.40 | -10.60 | -21.87 | -44.54 | -20.65 | -27.68 | -30.70 | -44.91 | 54.60 | 25.87 | -20.11 | 3.74 | -10.50 |
| Sharpe Ratio | NA | -1.33 | -0.94 | -0.60 | -0.48 | NA | NA | … | … | -0.97 | -0.73 | -0.88 | -0.98 | 0.12 | -1.44 | -0.35 | -1.56 | 0.07 | -3.03 | -1.16 | -0.35 | -1.01 | -2.12 | -0.89 | -0.66 | -0.95 | -0.94 | 0.70 | 0.52 | -1.19 | 0.07 | -1.49 |
| Standard Deviation(%) | NA | 24.04 | 27.10 | 29.65 | 92.33 | NA | NA | … | … | 27.83 | 33.76 | 22.77 | 22.76 | 39.56 | 24.83 | 278.78 | 25.01 | 35.70 | 13.20 | 25.44 | 30.80 | 21.71 | 21.03 | 23.42 | 41.88 | 32.30 | 48.03 | 75.81 | 43.76 | 19.89 | 20.75 | 20.12 |
| Draw Down(%) | NA | 29.59 | 56.25 | 64.86 | 99.66 | NA | NA | … | … | 20.87 | 40.21 | 27.67 | 25.40 | 32.53 | 38.43 | 96.33 | 39.93 | 25.02 | 39.86 | 43.86 | 26.69 | 33.81 | 44.54 | 26.30 | 32.33 | 36.50 | 67.58 | 32.43 | 25.95 | 23.91 | 14.76 | 20.11 |
| Yield(%) | 0.00 | 3.73 | 5.04 | 2.71 | 0.18 | 0.03 | 1.27 | … | … | 0.00 | 18.05 | 2.93 | 0.69 | 0.00 | 0.00 | 0.03 | 0.13 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.16 | 1.09 | 26.96 | 2.34 | 3.14 | 0.00 |
Data as of 06/03/2026, Common starting date is 09/02/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYIDX (Rydex Dynamic Fds Inverse Down 2X Strategy Fd) |
-75.51%
Dec 2018 – Dec 2021 |
-61.85%
Oct 2016 – Oct 2021 |
-46.92%
Sep 2011 – Sep 2021 |
-41.58%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYIDX (Rydex Dynamic Fds Inverse Down 2X Strategy Fd) |
33.13%
Feb 2006 – Feb 2009 |
-2.20%
Oct 2004 – Oct 2009 |
-16.88%
Sep 2005 – Sep 2015 |
-19.57%
Dec 2004 – Dec 2019 |
Annualized Rolling Returns Comparison Chart