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Rydex Utilities H (RYAUX)


Nasdaq - Nasdaq Delayed Price. Currency in USD
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36.40-0.07 (-0.19%)
At close: 8:01PM EDT
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Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return7.63%
5-Year Average Return9.46%
Number of Years Up12
Number of Years Down4
Best 1 Yr Total Return (Jun 29, 2017)24.62%
Worst 1 Yr Total Return (Jun 29, 2017)-32.84%
Best 3-Yr Total Return24.62%
Worst 3-Yr Total Return-4.78%

Trailing Returns (%) Vs. Benchmarks

ReturnRYAUXCategory
YTD7.63%8.73%
1-Month-2.33%-1.82%
3-Month1.65%2.16%
1-Year1.55%3.41%
3-Year6.66%4.51%
5-Year9.46%9.68%
10-Year5.69%5.20%
Last Bull Market9.35%12.23%
Last Bear Market-2.21%-6.62%

Annual Total Return (%) History

Year
RYAUXCategory
2017
N/AN/A
2016
16.44%13.75%
2015
-7.53%-9.86%
2014
22.42%17.08%
2013
13.40%18.37%
2012
1.03%6.90%
2011
17.42%10.58%
2010
6.31%8.60%
2009
13.42%17.82%
2008
-28.40%-33.87%
2007
12.62%20.39%
2006
19.76%26.03%
2005
9.69%13.59%
2004
16.03%23.96%
2003
24.62%23.65%
2002
-32.84%-23.82%
2001
-24.71%-20.74%
2000
N/A8.42%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20175.88%1.65%N/AN/A
201614.36%7.91%-5.83%0.19%
2015-4.14%-6.81%1.28%2.20%
20148.14%8.11%-6.40%11.88%
201313.24%-2.58%-0.03%2.83%
2012-1.56%5.06%-0.28%-2.03%
20116.13%4.16%-2.62%9.08%
2010-2.26%-4.36%11.17%2.29%
2009-11.93%12.47%7.14%6.88%
2008-10.29%7.04%-17.55%-9.57%
20077.81%-1.01%0.40%5.11%
20060.17%4.15%4.90%9.43%
20052.91%8.84%5.76%-7.41%
20043.13%-0.15%3.64%8.72%
2003-2.19%20.24%-0.21%6.18%
2002-0.36%-16.65%-23.25%5.36%
2001-0.67%-4.66%-17.41%-3.75%
200022.27%-0.67%N/AN/A

Rank In Category (By Total Return)

YTD74
1-Month63
3-Month67
1-Year82
3-Year35
5-Year58

Load Adjusted Returns

1-Year1.55%
3-Year6.66%
5-Year9.46%
10-Year5.69%