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Rydex Utilities Adv (RYAUX)

31.92 Up 0.02(0.06%) Sep 15

Performance Overview as of Aug 30, 2014Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:2.00
Year-to-Date Return:14.12%
5-Year Average Return:12.14%
Number of Years Up:10
Number of Years Down:3
Best 1 Yr Total Return (2003-12-31):24.62%
Worst 1 Yr Total Return (2002-12-31):-32.84%
Best 3-Yr Total Return (N/A):16.62%
Worst 3-Yr Total Return (N/A):-14.27%
Load Adjusted Returns 
1-Year:19.17%
3-Year:11.74%
5-Year:12.14%
10-Year:7.96%
Trailing Returns (%) vs. Benchmarks 
ReturnRYAUXCategoryDiffIndex*Diff
Year To Date14.12N/AN/AN/AN/A
1-Month5.09N/AN/AN/AN/A
3-Month2.15N/AN/AN/AN/A
1-Year19.17N/AN/AN/AN/A
3-Year11.74N/AN/AN/AN/A
5-Year12.14N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)9.35N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-2.21N/AN/AN/AN/A
Annual Total Return (%) History () 
YearRYAUXCategoryDiff
2014N/AN/AN/A
2013
 
13.40N/AN/A
2012
 
1.03N/AN/A
2011
 
17.42N/AN/A
2010
 
6.31N/AN/A
2009
 
13.42N/AN/A
2008
 
-28.40N/AN/A
2007
 
12.62N/AN/A
2006
 
19.76N/AN/A
2005
 
9.69N/AN/A
2004
 
16.03N/AN/A
2003
 
24.62N/AN/A
2002
 
-32.84N/AN/A
2001
 
-24.71N/AN/A
2000N/AN/AN/A
Past Quarterly Returns (%) for RYAUX 
Q1Q2Q3Q4
20148.148.11N/AN/A
201313.24-2.58-0.032.83
2012-1.565.06-0.28-2.03
20116.134.16-2.629.08
2010-2.26-4.3611.172.29
2009-11.9312.477.146.88
2008-10.297.04-17.55-9.57
20077.81-1.010.405.11
20060.174.154.909.43
20052.918.845.76-7.41
20043.13-0.153.648.72
2003-2.1920.24-0.216.18
2002-0.36-16.65-23.255.36
2001-0.67-4.66-17.41-3.75
200022.27-0.67N/AN/A
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date61N/A
1-Month28N/A
3-Month65N/A
6-Month62N/A
1-Year69N/A
3-Year83N/A
5-Year82N/A