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    More On RYZAX


    Rydex S&P 500 Pure Value H (RYZAX)

    139.89 Up 0.86(0.62%) Jan 29

    Performance Overview as of Dec 30, 2014Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:4.00
    Year-to-Date Return:10.86%
    5-Year Average Return:17.86%
    Number of Years Up:7
    Number of Years Down:3
    Best 1 Yr Total Return (2009-12-31):49.14%
    Worst 1 Yr Total Return (2008-12-31):-49.30%
    Best 3-Yr Total Return (N/A):25.33%
    Worst 3-Yr Total Return (N/A):-17.57%
    Load Adjusted Returns 
    1-Year:10.86%
    3-Year:25.33%
    5-Year:17.86%
    10-Year:7.01%
    Trailing Returns (%) vs. Benchmarks 
    ReturnRYZAXCategoryDiffIndex*Diff
    Year To Date10.86N/AN/AN/AN/A
    1-Month0.50N/AN/AN/AN/A
    3-Month3.88N/AN/AN/AN/A
    1-Year10.86N/AN/AN/AN/A
    3-Year25.33N/AN/AN/AN/A
    5-Year17.86N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)22.92N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-22.15N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearRYZAXCategoryDiff
    2014
     
    10.86N/AN/A
    2013
     
    45.34N/AN/A
    2012
     
    22.19N/AN/A
    2011
     
    -3.49N/AN/A
    2010
     
    19.70N/AN/A
    2009
     
    49.14N/AN/A
    2008
     
    -49.30N/AN/A
    2007
     
    -5.55N/AN/A
    2006
     
    16.99N/AN/A
    2005
     
    3.62N/AN/A
    2004N/AN/AN/A
    Past Quarterly Returns (%) for RYZAX 
    Q1Q2Q3Q4
    20143.415.77-2.433.88
    201313.694.697.6713.41
    201216.10-9.458.547.08
    20118.110.42-19.4910.41
    201012.39-12.058.8411.27
    2009-26.0444.1837.321.85
    2008-12.32-13.65-2.37-31.41
    20073.504.09-5.63-7.10
    20064.191.752.507.67
    2005-2.922.002.841.76
    20040.200.649.29N/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date37N/A
    1-Month61N/A
    3-Month74N/A
    6-Month49N/A
    1-Year37N/A
    3-Year3N/A
    5-Year6N/A