Nasdaq - Delayed Quote USD

Rydex Dow 2x Strategy Fund (RYLDX)

147.48 -0.38 (-0.26%)
At close: 6:45 PM EDT

Fund Summary

The fund employs as its investment strategy a program of investing in the common stock of companies that are generally within the capitalization range of the underlying index and derivative instruments. It will invest at least 80% of its net assets, plus any borrowings for investment purposes, in financial instruments with economic characteristics that should perform similarly to the securities of companies in the underlying index. The fund is non-diversified.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 61.39%
Worst 1Y Total Return --
Number of Years Up 14
Number of Years Down 5

Performance & Risk

YTD Return 1.31%
5y Average Return 10.51%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.72
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
RYLDXCategory AverageRYLDXCategory AverageRYLDXCategory Average
Alpha -4.87 0 -8.65 0 -4.39 0
BETA 1.72 0 1.91 0 1.93 0
Mean Annual Return 1.2 0 1.63 0 1.68 0
R-squared 83.27 0 88.55 0 89.37 0
Standard Deviation 33.14 0 37.32 0 30.95 0
Sharpe Ratio 0.35 0 0.47 0 0.6 0
Treynor Ratio 3.9 0 5.85 0 7.74 0

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