RYCRX - Rydex Real Estate Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.37%
5-Year Average Return1.13%
Number of Years Up12
Number of Years Down6
Best 1 Yr Total Return (Jun 6, 2023)33.76%
Worst 1 Yr Total Return (Jun 6, 2023)N/A
Best 3-Yr Total Return33.76%
Worst 3-Yr Total Return-4.32%

Trailing Returns (%) Vs. Benchmarks

ReturnRYCRXCategory
YTD1.37%20.43%
1-Month1.34%2.69%
3-Month-1.17%11.34%
1-Year-14.89%36.79%
3-Year1.21%10.81%
5-Year1.13%7.03%
10-Year2.80%9.08%
Last Bull Market49.43%31.03%
Last Bear Market-17.32%-16.60%

Annual Total Return (%) History

Year
RYCRXCategory
2023
N/AN/A
2022
-28.09%N/A
2021
33.76%N/A
2020
-6.01%-4.49%
2019
23.48%27.28%
2018
-8.26%-5.97%
2017
5.49%6.22%
2016
8.83%6.89%
2015
-3.77%2.41%
2014
19.68%28.03%
2013
2.69%1.55%
2012
16.98%17.60%
2011
0.85%7.51%
2010
23.28%27.08%
2009
22.04%31.26%
2008
-41.78%-39.55%
2007
-20.11%-14.66%
2006
28.68%33.58%
2005
5.72%11.51%
2004
N/A32.02%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20230.10%N/AN/AN/A
2022-5.72%-17.32%-11.43%4.15%
20218.37%10.42%-0.34%12.16%
2020-29.61%15.11%0.52%15.41%
201915.67%-0.14%5.88%0.96%
2018-7.50%8.39%-0.18%-8.34%
20172.24%1.17%0.42%1.56%
20164.61%6.56%-0.42%-1.96%
20152.99%-8.85%-2.68%5.33%
20147.43%5.55%-4.14%10.10%
20139.14%-3.83%-2.25%0.09%
201210.90%3.00%1.37%1.02%
20116.94%1.35%-17.42%12.67%
20108.45%-5.15%12.04%6.97%
2009-29.86%26.36%29.27%6.53%
2008-2.12%-5.92%2.64%-38.41%
20071.83%-7.57%-2.86%-12.62%
200613.42%-3.06%7.78%8.59%
2005-8.33%13.31%1.40%0.36%
2004-7.02%7.47%13.91%N/A

Rank In Category (By Total Return)

YTD90
1-Month46
3-Month93
1-Year92
3-Year93
5-Year89

Load Adjusted Returns

1-Year-19.72%
3-Year3.51%
5-Year0.36%
10-Year2.24%