• FirefoxInstall the new Firefox »
  •  Dow Down0.55% Nasdaq Down0.78%

    Rydex Dynamic NASDAQ-100 2X Strategy A (RYVLX)

    369.52 Down 8.34(2.21%) Mar 31

    Performance Overview as of Feb 27, 2015Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:5.00
    Year-to-Date Return:9.57%
    5-Year Average Return:38.79%
    Number of Years Up:7
    Number of Years Down:3
    Best 1 Yr Total Return (2009-12-31):118.55%
    Worst 1 Yr Total Return (2008-12-31):-72.76%
    Best 3-Yr Total Return (N/A):48.85%
    Worst 3-Yr Total Return (N/A):-28.19%
    Load Adjusted Returns 
    1-Year:34.75%
    3-Year:37.46%
    5-Year:37.44%
    10-Year:15.54%
    Trailing Returns (%) vs. Benchmarks 
    ReturnRYVLXCategoryDiffIndex*Diff
    Year To Date9.57N/AN/AN/AN/A
    1-Month14.72N/AN/AN/AN/A
    3-Month4.12N/AN/AN/AN/A
    1-Year41.47N/AN/AN/AN/A
    3-Year39.71N/AN/AN/AN/A
    5-Year38.79N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)58.37N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-23.44N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearRYVLXCategoryDiff
    2014
     
    36.51N/AN/A
    2013
     
    80.18N/AN/A
    2012
     
    34.07N/AN/A
    2011
     
    -0.89N/AN/A
    2010
     
    36.37N/AN/A
    2009
     
    118.55N/AN/A
    2008
     
    -72.76N/AN/A
    2007
     
    29.04N/AN/A
    2006
     
    5.34N/AN/A
    2005
     
    -3.09N/AN/A
    2004N/AN/AN/A
    Past Quarterly Returns (%) for RYVLX 
    Q1Q2Q3Q4
    2014-0.1714.1010.338.63
    201311.766.1622.2224.26
    201245.83-10.5314.10-9.93
    201110.06-1.81-17.8011.57
    20109.75-22.4830.7822.55
    2009-0.3741.5333.4916.10
    2008-29.293.85-27.63-48.74
    2007-0.1317.1413.89-3.16
    20065.34-16.257.7110.86
    2005-17.56-0.1113.363.81
    200429.83N/AN/AN/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date19N/A
    1-Month4N/A
    3-Month40N/A
    6-Month10N/A
    1-Year7N/A
    3-Year7N/A
    5-Year3N/A