RYESX - Rydex Energy Services Fund Class A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-14.73%
5-Year Average Return-13.67%
Number of Years Up10
Number of Years Down8
Best 1 Yr Total Return (May 25, 2023)62.77%
Worst 1 Yr Total Return (May 25, 2023)N/A
Best 3-Yr Total Return62.77%
Worst 3-Yr Total Return-30.26%

Trailing Returns (%) Vs. Benchmarks

ReturnRYESXCategory
YTD-14.73%43.81%
1-Month-2.87%4.88%
3-Month-15.68%13.10%
1-Year-14.22%70.12%
3-Year23.97%-11.73%
5-Year-13.67%-4.80%
10-Year-12.99%-6.23%
Last Bull Market81.85%22.50%
Last Bear Market-19.82%-32.25%

Annual Total Return (%) History

Year
RYESXCategory
2023
N/AN/A
2022
42.66%N/A
2021
16.81%N/A
2020
-37.09%-24.54%
2019
-0.64%7.25%
2018
-45.73%-27.27%
2017
-19.06%-4.84%
2016
23.27%29.22%
2015
-31.94%-27.39%
2014
-29.51%-16.65%
2013
23.98%22.85%
2012
0.07%1.21%
2011
-9.19%-7.54%
2010
26.56%17.14%
2009
62.77%44.36%
2008
-57.69%-51.12%
2007
37.03%42.09%
2006
10.90%12.05%
2005
48.24%46.33%
2004
N/A33.42%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2023-9.40%N/AN/AN/A
202240.48%-19.82%-8.57%38.52%
202119.70%12.08%-7.96%-5.40%
2020-66.74%44.47%-14.18%52.54%
201923.60%-11.59%-19.02%12.29%
2018-10.98%8.87%-2.56%-42.53%
2017-8.44%-19.84%6.53%3.52%
2016-1.07%8.23%-0.48%15.69%
2015-7.49%2.33%-27.08%-1.41%
20143.69%11.39%-16.04%-27.32%
201312.35%-0.93%8.25%2.89%
20125.33%-13.69%11.75%-1.51%
201118.13%-6.25%-31.21%19.20%
20102.44%-16.80%19.35%24.42%
2009-2.15%31.62%22.76%2.95%
2008-3.93%30.68%-36.22%-47.16%
20077.92%17.76%8.01%-0.17%
200613.87%2.93%-12.24%7.81%
200513.07%4.75%22.81%1.91%
20043.15%N/AN/AN/A

Rank In Category (By Total Return)

YTD97
1-Month72
3-Month92
1-Year81
3-Year88
5-Year94

Load Adjusted Returns

1-Year-4.06%
3-Year27.09%
5-Year-13.83%
10-Year-12.62%